Jacqueline Georgio
Jacqueline Georgio is a ChFC-designated registered investment advisor at RBC Capital Markets, LLC, based in Cheyenne, WY, with 27 years of industry experience. Jacqueline 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
200 West 17th Street, Suite 100, Cheyenne, WY, 82001-4595
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Regulatory History (1)
Customer Dispute
March 2016Other Business Activities
Jacqueline owns Paws-N-Pals, Inc., a pet walking service, and performs web design duties, dedicating minimal time. She also works as an independent contractor/consultant selling Scentsy products, dedicating minimal time.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations44 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.