Advisor at RBC Capital Markets
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Location
Craig, CO
Credentials
CFP®, Series 66
Industry experience
7 years
Nicole Bailey is a CFP® designated financial advisor with RBC Capital Markets, where she has worked since 2018. She has seven years of industry experience, including prior roles at Associa and Hammersmith Management, LLC. Bailey serves as a committee member for the Community Associations Institute Colorado Legislative Action Committee and is a director and treasurer on the board of the Lower Downtown Neighborhood Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides financial planning and portfolio management services to a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for tax management and responsible investing.
Based on RBC Capital Markets
Based on RBC Capital Markets
Based on RBC Capital Markets
Based on RBC Capital Markets
In limited circumstances, fixed dollar amount fee options available for RBC WM Advice Fee, negotiated per client
$0 - $25,000: $25,000+:
Account minimum: $25,000 - $600,000 depending on program and strategy Fee-only: RBC Advisor and Portfolio Focus: RBC WM Advice Fee up to 2.50% annually (tiered by asset level, negotiable)
Craig, CO
Colorado · Texas
RBC Capital Markets
2018 - Present (8 years)
Associa
2017 - 2018 (1 year)
Hammersmith Management, LLC
2015 - 2017 (2 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Craig, CO
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