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Victoria Cagnon (CRD# 5658244) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Richmond, VA and has over 5 years of experience in the finance industry.
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CRD# 857
Silvercrest Asset Management Group LLC
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CRD# 5072628
Edelman Financial Engines
![John Albert, financial advisor Richmond VA](/img/ws/profile-blank-sq.png)
CRD# 2044846
Securities Research, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Rbc Capital Markets, LLC | Richmond, VA | Mar 2009 - Current | 15 |
Pick N Save | Deforest, WI | Feb 2014 - Jan 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- TX
- VA
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Total Assets Under Management201,264MILLIONS
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Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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