Kylie Theriot Talley

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

• 07/2018 → 07/2022
  Rbc Capital Markets, Llc
  Midland, TX
• 04/2016 → 06/2018
  Louisiana Attorney General's Office
  Baton Rouge, LA
• 01/2023 → 04/2025
  Ubs Financial Services Inc
  Lafayette, LA
• 07/2022 → 01/2023
  Homemaker
  St. Martinville, LA
• 04/2025 → Present
  Rbc Capital Markets, Llc
  Martinville, LA

Previous Registrations

• 2023-01-10 → 2025-05-13
  Ubs Financial Services Inc.
  Lafayette, LA
• 2020-11-17 → 2022-07-27
  Rbc Capital Markets, Llc
  Midland, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-11-17

Other Names

• Kylie Renee Theriot
• Kylie Renee Talley