Allana Michelle Campbell

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

• 04/2016 → 12/2016
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 01/2017 → 06/2019
  Fidelity Brokerage Services, Llc
  Boca Raton, FL
• 06/2019 → 05/2021
  J.JB. Hilliard W.L. Lyons Llc
  Indianapolis, IN
• 10/2019 → 05/2021
  Robert W. Baird & Co. Incorporated
  Indianapolis, IN
• 05/2021 → 10/2022
  Ubs Financial Services Inc
  Indianapolis, IN
• 10/2022 → Present
  Rbc Capital Markets, Llc
  Indianapolis, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-16
• S63 Uniform Securities Agent State Law Examination
  2015-12-08

Other Names

• Allana Michelle Gill
• Allana M Gill