Brian Lee Anderson
Investment adviser representative at RBC Capital Markets, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
14 years in the industry.
- RBC Capital Markets, LLCAug 2023 to now
- The Noble GroupOct 2017 to Aug 2023
- Fixed InsuranceOct 2017 to Dec 2017
- Raymond James Financial Services Advisors Inc.Feb 2017 to Aug 2023
- Raymond James Financial Services, IncJan 2017 to Aug 2023
- Christ Taylor InsuranceJul 2012 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (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
- 5406726
- Firm CRD
- 31194