JK
JK

Janet Kirk

47 Years of Experience
Canonsburg, PA
Broker

Janet Kirk is a registered investment advisor at RBC Capital Markets, LLC, based in Canonsburg, PA, with 47 years of industry experience. Janet 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

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.

One-Time Plan:$1,000 - $20,000
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Location

2400 Ansys Drive, Suite 301, Canonsburg, PA, 15317

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
RBC Capital Markets, LLC
October 2015 - Present · 10 yrs 7 mos
RBC Capital Markets, LLC
October 2015 - Present · 10 yrs 7 mos
RBC Capital Markets, LLCBroker
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - November 2015 · 6 yrs 5 mos
Morgan Stanley
June 2009 - November 2015 · 6 yrs 5 mos
Citigroup Global Markets INC.
May 2008 - June 2009 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
April 1989 - February 2006 · 16 yrs 10 mos
Beaconsfield Financial Services, INC.Broker
April 1987 - April 1989 · 2 yrs
Butcher & Singer INC.Broker
March 1978 - October 1986 · 8 yrs 7 mos
State Registrations32 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.