Rachelle Klise haysman Carmel
Investment adviser representative at RBC Capital Markets, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$310.4BFirm assets
Are you Rachelle Klise haysman Carmel? 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
10 years in the industry.
- RBC Capital Markets, LLCDec 2024 to now
- Bison Wealth, LLCSep 2023 to Sep 2024
- Regions BankOct 2019 to Sep 2023
- Suntrust Investment Services, IncSep 2016 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 4351957
- Firm CRD
- 31194