Liam Ross Allford
Investment adviser representative at RBC Capital Markets, LLC
11 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
11 years in the industry.
- City National BankMar 2026 to now
- RBC Capital Markets, LLCNov 2025 to now
- Student At UcsbAug 2024 to Nov 2025
- RBCJun 2024 to Aug 2024
- Student At UcsbSep 2022 to Jun 2024
- La Jolla Beach and Tennis ClubJun 2022 to Sep 2022
- Middle School, High School, and Beginning of CollegeJun 2015 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7946704
- Firm CRD
- 31194