BE
BE

Bryon Epple

25 Years of Experience
Bel Air, MD
Broker

Bryon Epple is a registered investment advisor at RBC Capital Markets, LLC, based in Bel Air, MD, with 25 years of industry experience. Bryon 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
Loading...

Location

112 S Hays Street, 1st Floor, Bel Air, MD, 21014

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Bryon is the treasurer for Fallston Soccer, a community soccer program, since 2019. His duties include budget, expense, and revenue tracking, taking a few hours per week.

Employment History
Current Registrations
RBC Capital Markets, LLC
June 2007 - Present · 18 yrs 11 mos
RBC Capital Markets, LLC
March 2002 - Present · 24 yrs 2 mos
RBC Capital Markets, LLCBroker
March 2002 - Present · 24 yrs 2 mos
Previous Registrations
Tucker Anthony IncorporatedBroker
August 2000 - March 2002 · 1 yr 7 mos
State Registrations40 states
ALAZCACOCTDCDEFLGAHIIAILINKSLAMAMDMEMIMNMSMTNCNHNJNMNVNYOHORPASCTNTXVAVTWAWIWVWY
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.
Bryon Epple - Financial Advisor | TrueAdvisor