Robert HolmesCRD Number: 1361476
Current Firm: Rbc Capital Markets, LLC
Robert Holmes (CRD# 1361476) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Winchester, VA and has over 31 years of experience in the finance industry.
Planmember Securities Corporation
Lifemark Securities Corp.
Bauserman Financial Services, Inc.
|Rbc Capital Markets Corporation||Winchester, VA||Mar 2009 - Current||7|
|Ferris, Baker Watts Incorporated||Winchester, VA||Aug 1989 - Mar 2009||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1985|
|S65||NASAA Investment Advisors Law Examination||Aug 2011|
Total Assets Under Management76,274MILLIONS
Total Number of Accounts192,243ACCOUNTS
Average Account Value$396,757
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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