Naing Lin
Investment adviser representative at RBC Capital Markets, LLC
11 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
11 years in the industry.
- RBC Capital Markets, LLCApr 2023 to now
- First Republic Investment Management, Inc.Sep 2020 to Apr 2023
- First Republic Securities Company, LLCSep 2020 to Apr 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to Sep 2020
- Bank of America CorporationJul 2017 to Aug 2018
- Extended TravelMay 2017 to Jul 2017
- University of California, BerkeleyAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6819899
- Firm CRD
- 31194