Terry Burgess is a registered investment advisor at RBC Capital Markets, LLC, based in Eugene, OR, with 28 years of industry experience. Terry 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
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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
975 Oak Street, Suite 975, Eugene, OR, 97401-3131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Terry owns and actively manages McKenzie Oasis, an Air B&B, wedding venue, and vineyard, dedicating about a quarter to half of his time to it. He also passively owns a condominium rental in Black Butte, requiring minimal time for repairs.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Dain Rauscher IncorporatedBroker
State Registrations20 states
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