James Paul Marquardt
Investment adviser representative at RBC Capital Markets, LLC
11 yearsExperience
2 statesRegistered in
ChFC®Designation
$310.4BFirm assets
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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
11 years in the industry.
- RBC Capital Markets, LLCApr 2025 to now
- Trimarq, LLCApr 2019 to Apr 2025
- Bremer InvestmentsMay 2018 to Apr 2025
- Victor C and Bettye L Marquardt Irrevocable TrustMay 2018 to Apr 2025
- Bremer BankJan 2015 to Apr 2025
- Raymond James Financial Services Advisors Inc.Jan 2015 to Apr 2025
- Raymond James Financial Services,incJan 2015 to Apr 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 1863266
- Firm CRD
- 31194