Anna Lee Walth
Investment adviser representative at RBC Capital Markets, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- RBC Capital Markets, LLCJul 2024 to now
- Logan Park Wealth ManagementFeb 2023 to Jul 2024
- Uw MadisonAug 2022 to May 2023
- Bassett Creek PropertiesJan 2019 to Jun 2023
- North Shore MarinaJun 2018 to Aug 2022
- NoneJan 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7947633
- Firm CRD
- 31194