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Candice Storm

25 Years of Experience
Seattle, WA
1 DisclosureBroker

Candice Storm is a registered investment advisor at RBC Capital Markets, LLC, based in Seattle, WA, with 25 years of industry experience. Candice 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

401 Union Street, Suite 3600, Seattle, WA, 98101

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History

Regulatory History (1)
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Customer Dispute
February 2026
Pending
Other Business Activities

Candice is an independent contractor/consultant for Melaleuca, selling and promoting wellness products for the home, dedicating about 10-20% of her time. She also serves on the Board of Directors for Mountain Community Co-op, dedicating minimal time to ordering weekly produce share boxes.

Employment History
Current Registrations
RBC Capital Markets, LLC
February 2021 - Present · 5 yrs 3 mos
RBC Capital Markets, LLCBroker
October 2013 - Present · 12 yrs 7 mos
RBC Capital Markets, LLC
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
D.A. Davidson & CO.Broker
April 2000 - October 2013 · 13 yrs 6 mos
State Registrations46 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.