Giulia A Laplante
Investment adviser representative at RBC Capital Markets, LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- RBC Capital Markets, LLCSep 2021 to now
- RBC Wealth ManagementAug 2021 to now
- Wambolt & Associates LLCJun 2016 to Aug 2021
- Centric Investment Group Inc.Jun 2016 to Dec 2019
- University of ColoradoAug 2015 to Dec 2017
- University of Colorado BoulderAug 2014 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7124233
- Firm CRD
- 31194