Jennifer Edgell is a registered investment advisor at RBC Capital Markets, LLC, based in Easton, MD, with 20 years of industry experience. Jennifer 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
30 Goldsborough Street, Suite 200, Easton, MD, 21601-3120
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer has a DBA with WYE Investment Services since 2012. Since 2013, she has also worked as a Trust Officer for WYE Financial & Trust, dedicating the majority of her time to bank duties.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
State Registrations23 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.