Emily Huffman
Emily Huffman is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Washington, DC, with 11 years of industry experience. Emily 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
2100 Pennsylvania Avenue Nw, Suite 810N, Washington, DC, 20037
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Regulatory History (1)
Criminal
April 2009Other Business Activities
Emily serves on the Board of Directors for Girls on the Run of Montgomery County, dedicating minimal time. She is also a general member of the Finance and Audit Committee for Sulgrave Club Inc, spending minimal time on this role as well.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations27 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.