Tiffanie Lois Sojourner
Investment adviser representative at RBC Capital Markets, LLC
11 yearsExperience
3 statesRegistered in
$310.4BFirm assets
49 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.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- RBC Capital Markets, LLCApr 2024 to now
- Morgan StanleyOct 2023 to Apr 2024
- RBC Capital Markets, LLCMar 2021 to Sep 2023
- UBS Financial ServicesApr 2015 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 3 states (CA, GA, 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
- 6137500
- Firm CRD
- 31194