Allison Elizabeth Mcfarren
Investment adviser representative at RBC Capital Markets, LLC
9 yearsExperience
3 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
9 years in the industry.
- RBC Capital Markets, LLCApr 2022 to now
- City National BankJan 2025 to Jan 2025
- PNC Financial ServicesAug 2019 to Apr 2022
- UnemployedMay 2019 to Aug 2019
- Lehigh UniversityAug 2018 to May 2019
- PNC Financial ServicesMay 2018 to Aug 2018
- Willow Tree Early Learning CenterFeb 2018 to Apr 2019
- Lehigh UniversityAug 2017 to May 2018
- Pfizer, Inc.May 2017 to Jul 2017
- Lehigh UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, 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
- 7544174
- Firm CRD
- 31194