Steven Eagley
Steven Eagley is a registered investment advisor at RBC Capital Markets, LLC, based in Annapolis, MD, with 27 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
1906 Towne Centre Blvd, Suite 375, Bldg #4, Annapolis, MD, 21401-3686
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Steven is a passive owner of FreeWill LLC, a charter boat business in the British Virgin Islands, and receives fixed annual income, dedicating minimal time. He is also the sole proprietor of FreeWill Farm LLC, a horse farm, spending a few hours per week renovating it to generate revenue through boarding horses and hosting events.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Ascend Financial Services, INC.Broker
Peregrine Brokerage INC.Broker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.