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Ken Kilmer

26 Years of Experience
Edmonds, WA
1 DisclosureBroker

Ken Kilmer is a registered investment advisor at RBC Capital Markets, LLC, based in Edmonds, WA, with 26 years of industry experience. Ken 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

303 5th Avenue South, Suite 100, Edmonds, WA, 98020-3626

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History

Regulatory History (1)
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Customer Dispute
October 2019
Settled
Employment History
Current Registrations
RBC Capital Markets, LLC
August 2008 - Present · 17 yrs 9 mos
RBC Capital Markets, LLCBroker
August 2008 - Present · 17 yrs 9 mos
RBC Capital Markets, LLC
August 2008 - Present · 17 yrs 9 mos
Previous Registrations
UBS Financial Services INC.Broker
August 2006 - September 2008 · 2 yrs 1 mo
UBS Financial Services INC.
August 2006 - September 2008 · 2 yrs 1 mo
Piper Jaffray & CO.
December 2002 - August 2006 · 3 yrs 8 mos
Piper Jaffray & CO.Broker
December 2002 - August 2006 · 3 yrs 8 mos
Morgan Stanley
February 2001 - December 2002 · 1 yr 10 mos
Morgan Stanley Dw INC.Broker
January 2000 - December 2002 · 2 yrs 11 mos
State Registrations20 states
AKARAZCACODEFLHIINLAMAMOMTNMORPARISCTXWA
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.