Daniel Christopher Kefer
Investment adviser representative at RBC Capital Markets, LLC
10 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
10 years in the industry.
- RBC Capital Markets, LLCFeb 2025 to now
- Charles Schwab & Co., Inc.Jun 2023 to Feb 2025
- StratengyNov 2020 to Jun 2023
- Full-time EducationSep 2019 to Dec 2020
- Qmi Security SolutionsJun 2019 to Aug 2019
- Bagel Place 2 - Colorado StateJan 2019 to Dec 2020
- Full-time EducationSep 2018 to May 2019
- Hortons Home LightingJun 2017 to Aug 2018
- Full-time EducationApr 2017 to May 2017
- Now Serving CafeJun 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
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
- 7730932
- Firm CRD
- 31194