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Valerie Ann Kilgore

Investment adviser representative at RBC Capital Markets, LLC
5 yearsExperience
1 stateRegistered in
$310.4BFirm assets
49 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

5 years in the industry.

  1. RBC Capital Markets, LLCSep 2021 to now
  2. VipkidAug 2019 to now
  3. Coastal Equities, Inc.Sep 2019 to Sep 2021
  4. Success AcademySep 2018 to Aug 2019
  5. US Peace CorpsMay 2016 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (NY).

RBC Capital Markets, LLC

$310.4BAssets managed
283,910Clients
3,838Advisers
49 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7175480
Firm CRD
31194
Advisor's SEC record (opens in a new tab)
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