Kimberly Payne
Investment adviser representative at RBC Capital Markets, LLC
7 yearsExperience
1 stateRegistered 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
7 years in the industry.
- RBC Capital Markets, LLCOct 2023 to now
- Cetera Advisor Networks LLCAug 2023 to Sep 2023
- Cetera Investment Advisers LLCAug 2023 to Sep 2023
- Securian Financial Services IncSep 2021 to Aug 2023
- Minnesota Life Insurance CoAug 2021 to Aug 2023
- Ameriprise Financial Services, Inc.Nov 2019 to Jul 2021
- Gradient Advisors, LLCJul 2018 to Nov 2019
- Gradient Positioning SystemsOct 2017 to Jul 2018
- Gradient Financial GroupOct 2016 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7050440
- Firm CRD
- 31194