Amy Crenshaw
Amy Crenshaw is a registered investment advisor at RBC Capital Markets, LLC, based in Boulder, CO, with 19 years of industry experience. Amy 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
1801 13th Street, Suite 310, Boulder, CO, 80302-5342
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Regulatory History (1)
Regulatory
March 2016Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Lincoln Financial Advisors CorporationBroker
Invest Financial CorporationBroker
Royal Alliance Associates, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations5 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.