Virgie Taylor is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Rockford, IL, with 8 years of industry experience. Virgie 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
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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
2215 Perrygreen Way, Suite A, Rockford, IL, 61107-6811
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations30 states
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