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James Emmerson Keith

RBC Private Counsel (usa) Inc.

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About James Emmerson Keith

James Emmerson Keith is a financial advisor at RBC Private Counsel (USA) Inc. James has been working in the industry since January 1997 and holds a Series 66 license, qualifying them to offer investment advice in Texas. The advisor has a long career with RBC Dominion Securities Inc. and RBC Private Counsel (USA) Inc., spanning over 25 years. James is registered as a Financial Advisor and Investment Advisor Representative. James Emmerson Keith's primary office is in Kamloops, British Columbia.

Firm Information

James Keith is currently registered with RBC Private Counsel (usa) Inc.. RBC Private Counsel (USA) Inc. is a registered investment adviser with the SEC, based in TORONTO, ON, Canada. The firm manages approximately $6.83 billion in client assets, primarily for high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. RBC Private Counsel offers portfolio management services for individuals and selection of other advisers. They also participate in wrap fee programs.
RBC Private Counsel (usa) Inc.

155 WELLINGTON STREET WEST, 17TH FLOOR

TORONTO, ON, M5V 3K7

$6.83B

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Keith’s Registration & Firm History

NA

04/07/2014 - Present

RBC Private Counsel (usa) Inc. (KAMLOOPS, BRITISH COLUMBIA )

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Emmerson Keith.
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