Kyle Lanning Clements

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

• 05/2011 → 02/2018
  Bank Of America, N.A.
  Chapel Hill, NC
• 02/2018 → Present
  Rbc Capital Markets, Llc.
  Raleigh, NC
• 08/2018 → Present
  City National Bank
  Raleigh, NC

Previous Registrations

• 2009-10-23 → 2018-02-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chapel Hill, NC
  Chapel Hill, NC
• 2000-12-10 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Chapel Hill, NC
  Chapel Hill, NC

Other Businesses

Name of Business: University of North Carolina Business Description: I would simply be joining the Economics advisory board. I am an Alum and was an Economics Major. Business is investment-related: no Address:200 East Cameron Avenue, Chapel Hill, NC 27514 Capacity: Otherboard member, not director Start Date: 10/10/19 Duties:an at large board member Hours devoted per month: 0 Hours devoted during securities hours per month: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-29
• S63 Uniform Securities Agent State Law Examination
  1992-03-06

Designations

• Certified Financial Planner