Theresa Huntley
Theresa Huntley is a registered investment advisor at RBC Capital Markets, LLC, based in Concord, NH, with 25 years of industry experience. Theresa 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
IM Fee
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
45 South Main Street, Suite 200, Concord, NH, 03301
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2009Customer Dispute
January 2009Other Business Activities
Theresa serves on the board of directors for Jumpstart Coalition (NH), which promotes financial literacy of young adults. She dedicates minimal time to assisting with facilitation education events for students, parents, and teachers.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Fis Securities, INC.Broker
State Registrations21 states
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.