DT
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Dusty Tripp

25 Years of Experience
Missoula, MT
Broker

Dusty Tripp is a registered investment advisor at RBC Capital Markets, LLC, based in Missoula, MT, with 25 years of industry experience. Dusty 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

Missoula, MT

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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.

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Other Business Activities

Dusty serves as a Director for the Grayson County Municipal Utility District No. 6, a water municipality. Dusty spends minimal time on this activity, exercising independent judgement and participating in discussion meetings.

Employment History
Current Registrations
RBC Capital Markets, LLC
January 2002 - Present · 24 yrs 4 mos
RBC Capital Markets, LLC
May 2000 - Present · 26 yrs
RBC Capital Markets, LLCBroker
May 2000 - Present · 26 yrs
State Registrations29 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.
Dusty Tripp - Financial Advisor | TrueAdvisor