Terrance G Edwards
Investment adviser representative at RBC Capital Markets, LLC
19 yearsExperience
3 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
19 years in the industry.
- City National BankJan 2022 to now
- RBC Capital Markets, LLCDec 2021 to now
- Edward JonesSep 2019 to Dec 2021
- Cary Street PartnersAug 2018 to Jul 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2018
- Wells Fargo Advisors, LLCFeb 2007 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (NC, TX, VA).
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
- 2491193
- Firm CRD
- 31194