Courtney Whitley is a registered investment advisor at RBC Capital Markets, LLC, based in Tucson, AZ, with 1 years of industry experience. Courtney 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
3430 East Sunrise Drive Suite 250, Tucson, AZ, 85718-3237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Courtney is a board member for Old Pueblo Community Services, a charitable institution addressing homelessness in Tucson. She dedicates minimal time to strategic planning and providing insights.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations53 states
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