Kevin Gerard Betts
Investment adviser representative at RBC Rochdale, LLC
11 yearsExperience
3 statesRegistered in
$73BFirm assets
40 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.
- Portfolio management
Experience
11 years in the industry.
- RBC Rochdale, LLCSep 2025 to now
- Cnr Securities, LLCSep 2025 to now
- CitigroupJan 2023 to Aug 2025
- City National RochdaleJul 2018 to Dec 2022
- Rim Securities LLCJul 2018 to Dec 2022
- BenecoAug 2017 to Jul 2018
- T Rowe PriceMar 2017 to Jul 2017
- UnemployedFeb 2017 to Mar 2017
- American FundsMay 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (CA, HI, NV).
RBC Rochdale, LLC
$73BAssets managed
17,054Clients
119Advisers
40 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
- 5561814
- Firm CRD
- 117198