Walker Herzog
Investment adviser representative at RBC Capital Markets, LLC
13 yearsExperience
1 stateRegistered in
$310.4BFirm assets
49 yearsFirm in business
Are you Walker Herzog? 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
13 years in the industry.
- RBC Capital Markets, LLCAug 2023 to now
- Houston TexasJan 2023 to Jul 2023
- Camp LonghornAug 2022 to Aug 2022
- Brookfield PropertiesMay 2022 to Jul 2022
- Houston TexasSep 2021 to Apr 2022
- Funderburk Funderburk Courtois, LLPJul 2021 to Aug 2021
- Bike BarnJun 2021 to Jun 2021
- Texas Christian UniversityAug 2019 to Dec 2022
- Houston TexasAug 2013 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7791713
- Firm CRD
- 31194