Lucas K Chavez
Investment adviser representative at RBC Capital Markets, LLC
12 yearsExperience
1 stateRegistered in
$310.4BFirm assets
49 yearsFirm in business
Are you Lucas K Chavez? 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
12 years in the industry.
- RBC Capital Markets, LLCJun 2021 to now
- Farmer's InsuranceAug 2020 to Jun 2021
- MetlifeJan 2020 to Aug 2020
- Expert ConstructionMay 2019 to Aug 2020
- University of Minnesota DuluthSep 2018 to Feb 2021
- Elkay ManufacturingJun 2018 to May 2020
- ApciJun 2018 to Apr 2020
- Mcdonald'sMay 2015 to Aug 2019
- Sibley East-arlington Senior High SchoolSep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7392044
- Firm CRD
- 31194