Walker Herzog

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

• 08/2023 → Present
  Rbc Capital Markets, Llc
  Houston, TX
• 08/2019 → 12/2022
  Texas Christian University
  Fort Worth, TX
• 05/2022 → 07/2022
  Brookfield Properties
  Houston, TX
• 08/2022 → 08/2022
  Camp Longhorn
  Burnet, TX
• 07/2021 → 08/2021
  Funderburk Funderburk Courtois, Llp
  Houston, TX
• 06/2021 → 06/2021
  Bike Barn
  Houston, TX
• 08/2013 → 05/2021
  Houston Texas
  Houston, TX
• 09/2021 → 04/2022
  Houston Texas
  Houston, TX
• 01/2023 → 07/2023
  Houston Texas
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-02-15