Kristin Marie Coons
Investment adviser representative at RBC Capital Markets, LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$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
12 years in the industry.
- RBC Capital Markets, LLC.Jul 2019 to now
- RBC Global Asset Management (U.S.) Inc.Jul 2019 to now
- PeerstreetApr 2018 to Jul 2019
- UnemployedOct 2017 to Apr 2018
- Sentinel Financial Services CompanyOct 2014 to Oct 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (TX, VI).
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
- 2802541
- Firm CRD
- 31194