Geoffrey William Lamb

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → Present
  City National Bank
  Clive, IA
• 09/2005 → Present
  Rbc Capital Markets, Llc
  Clive, IA

Other Businesses

(1) NAME OF ENTITY: Jaguar Football Committee ADDRESS: 2220 NW State St, Ankeny, IA 50023 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Ankeny Centennial H.S. Football Committee. CAPACITY: Board of Directors * START DATE: 03/20/2024 DUTIES: Helping with planning with all aspects of the 2024 Ankeny Centennial Football program. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2006-03-24
• S63 Uniform Securities Agent State Law Examination
  1997-04-23

Other Names

• Geoff Lamb