Gregory Lee Yank
Investment adviser representative at RBC Capital Markets, LLC
22 yearsExperience
2 statesRegistered 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
22 years in the industry.
- City National BankNov 2021 to now
- RBC Capital Markets, LLCSep 2021 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Sep 2021
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
- Wells Fargo BankJun 2004 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
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
- 1786617
- Firm CRD
- 31194