Holli Terry is a registered investment advisor at RBC Capital Markets, LLC, based in Frisco, TX, with 18 years of industry experience. Holli 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
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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
1 Cowboys Way, Suite 450, Frisco, TX, 75034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Holli is a judge and choreographer for American Dance/Drill Team School Dance Instruction and Contest, working a few Saturdays a year. She also serves on the board of directors for a community athletic booster club and is a passive owner in a family LLC for future business ventures, dedicating minimal time to each.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
State Registrations35 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.