Valerie Ann Kilgore

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → 09/2021
  Coastal Equities, Inc.
  Wilmington, DE
• 09/2019 → 05/2021
  Coastal Equities, Inc
  New York, NY
• 08/2019 → Present
  Vipkid
  San Francisco, CA
• 09/2018 → 08/2019
  Success Academy
  Rosedale, NY
• 05/2016 → 08/2018
  Us Peace Corps
  Washington, DC
• 09/2021 → Present
  Rbc Capital Markets, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-02-11
• S63 Uniform Securities Agent State Law Examination
  2021-06-02