Avigail Rosemore
Avigail Rosemore is a registered investment advisor at RBC Capital Markets, LLC, based in Baltimore, MD, with 28 years of industry experience. Avigail 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
2800 Quarry Lake Drive, Suite 260, Baltimore, MD, 21202-3751
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2009Customer Dispute
March 2008Other Business Activities
Avigail participates in all affairs as a member of the Board of Directors for Shoresh Inc. She is also involved with JSJ Properties, Coby's Holdings, VR Properties and owns rental property in Israel, dedicating minimal time to each.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations36 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.