Ketchum, ID Sun Valley Rd Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

3

Of 3,839 advisors across 401 offices

Location

675 Sun Valley Rd, Unit M

Ketchum ID 83340

Advisors at this office

3

Advisors at this office

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Jeffrey C

Series 63, Series 66

Ketchum, ID

RBC Capital Markets

Jeffrey Currie is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at City National Bank since 2019 and RBC Capital Markets Corporation since 2009. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Harriman Place Condo Association in Ketchum, Idaho. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Erin H

Series 66

Ketchum, ID

RBC Capital Markets

Erin Harmon is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. Prior to joining RBC in 2019, she worked at UBS Financial Services from 2013 to 2019 and City National Bank since 2022. She is also an owner overseeing general maintenance of a short-term residential vacation rental. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and integrates in-house and third-party investment resources.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Harold H

Series 63, Series 65

Ketchum, ID

RBC Capital Markets

Harold Harmon is a financial advisor with RBC Capital Markets in Ketchum, Idaho, holding Series 63 and Series 65 designations and 37 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2019 before joining RBC Capital Markets in 2019. Outside of his advisory role, Harmon owns and oversees maintenance for a residential short-term vacation rental property. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with customized portfolio management, financial planning, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and offers multiple advisory programs tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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