Donna Kelly is a registered investment advisor at RBC Capital Markets, LLC, based in Lancaster, PA, with 19 years of industry experience. Donna 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
2101 Oregon Pike, Lancaster, PA, 17601-4604
Get directionsHistory
Regulatory History
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
Donna works as a Sacristan at St. Agnes Parish, setting up for weddings, funerals, and baptisms since 2018. This requires a few hours per week, none of which occur during securities trading hours.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Apw Capital, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
LPL Financial LLCBroker
Wealthcare Advisory Partners LLC
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
UBS Financial Services INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations25 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.