Kevin Michael Wall
Investment adviser representative at RBC Capital Markets, LLC
16 yearsExperience
2 statesRegistered in
ChFC®Designation
$310.4BFirm assets
Are you Kevin Michael Wall? Claim your profile
Contact this firm
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
16 years in the industry.
- City National BankSep 2025 to now
- RBC Capital Markets, LLCSep 2024 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Sep 2024
- Wells Fargo Advisors LLCApr 2010 to Nov 2016
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 2013934
- Firm CRD
- 31194