Heather Noel Lakner
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, LLCJun 2021 to now
- Palate PleasersDec 2020 to Apr 2022
- Morgan Stanley Smith Barney LLCJul 2019 to Jun 2021
- Sweet Briar CollegeAug 2017 to May 2019
- Centerpiece Boutique and DesignMay 2015 to Apr 2022
- Morgan StanleyMay 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
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
- 6556914
- Firm CRD
- 31194