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Lacie Laurraine lynn Matthews

Investment adviser representative at RBC Capital Markets, LLC
15 yearsExperience
2 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

15 years in the industry.

  1. RBC Capital Markets, LLCNov 2025 to now
  2. JPMorgan Chase Bank, NAJun 2024 to Nov 2025
  3. JPMorgan Securities LLCJun 2024 to Nov 2025
  4. UBS Financial Services Inc.Dec 2019 to May 2024
  5. Venn Brewing Co.Mar 2019 to Nov 2025
  6. Minnesota Democratic Farmer Labor PartyJun 2018 to Nov 2018
  7. Allina Health, United HospitalJun 2015 to Apr 2018
  8. University of MinnesotaSep 2013 to May 2017
  9. Landmark Corp of St Paul / the New Louisiana CafeMay 2011 to Jun 2021

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (MN, 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
7204283
Firm CRD
31194
Advisor's SEC record (opens in a new tab)
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