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Timothy Engle

28 Years of Experience
Lemoyne, PA
1 DisclosureBroker

Timothy Engle is a registered investment advisor at RBC Capital Markets, LLC, based in Lemoyne, PA, with 28 years of industry experience. Timothy 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

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.

One-Time Plan:$1,000 - $20,000
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Location

Renaissance Place, 635 North 12th Street, 2nd Floor, Lemoyne, PA, 17043-1225

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2004
Settled
Other Business Activities

Timothy is an officer in the Allen Glen Home Owners Association, dedicating minimal time per week. He is also a part owner of WC Lodge LLC, a small private business, dedicating minimal time per month.

Employment History
Current Registrations
RBC Capital Markets, LLC
June 2009 - Present · 16 yrs 11 mos
RBC Capital Markets, LLC
June 2009 - Present · 16 yrs 11 mos
RBC Capital Markets, LLCBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - June 2009 · 0 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
January 1998 - February 2006 · 8 yrs 1 mo
State Registrations34 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Timothy Engle - Financial Advisor | TrueAdvisor