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Robert Clayton Joyner

Investment adviser representative at RBC Capital Markets, LLC
18 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

18 years in the industry.

  1. RBC Capital Markets, LLCSep 2024 to now
  2. UBS Financial Services Inc.Mar 2022 to Sep 2024
  3. E*trade Securities LLCFeb 2020 to Feb 2022
  4. Etrade SecuritiesJun 2008 to Feb 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 65 · Uniform Investment Adviser Law2022

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
5555759
Firm CRD
31194
Advisor's SEC record (opens in a new tab)
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