Rhett Allen Helt
Investment adviser representative at RBC Capital Markets, LLC
14 yearsExperience
2 statesRegistered in
$310.4BFirm assets
49 yearsFirm in business
Are you Rhett Allen Helt? Claim your profile
Contact this firm
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
14 years in the industry.
- RBC Capital Markets, LLCDec 2021 to now
- UnemployedAug 2021 to Nov 2021
- Thrivent Investment Management IncJun 2020 to Aug 2021
- RBC Wealth ManagementMay 2019 to Aug 2019
- Wabash CollegeAug 2017 to May 2020
- Guerin Catholic HighschoolJan 2012 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 6972890
- Firm CRD
- 31194