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Kimberly J
Series 66
Century City, CA
RBC Capital Markets
Kimberly Johnson is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2018, following prior roles at Bank of America and Merrill. Outside of her advisory work, she assists with billing and paperwork for a family-owned biohazard cleanup company specializing in hoarding, mold, crime scenes, and accidents. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.
Emily K
Series 63, Series 66
Century City, CA
RBC Capital Markets
Emily Kerne is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Alan P
Series 63, Series 66
Century City, CA
RBC Capital Markets
Alan Pochter is a financial advisor with RBC Capital Markets in Century City, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.
Jack F
Series 66, Series 63
Century City, CA
RBC Capital Markets
Jack Fitzgerald is a financial advisor with RBC Capital Markets in Century City, CA, holding Series 66 and Series 63 licenses and four years of industry experience. His previous roles include positions at City National Bank, Bank of America, Merrill, and Northwestern Mutual. Outside of finance, he has worked in retail and education sectors, including Ace Hardware and Loyola High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers customized investment programs and portfolio management services, utilizing both in-house and third-party managers to implement client strategies.
Mitchell P
Series 63
Century City, CA
RBC Capital Markets
Mitchell Pochter is a financial advisor with RBC Capital Markets in Century City, CA, holding a Series 63 designation and possessing 64 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment managers.
Grant D
Series 63, Series 65
Century City, CA
RBC Capital Markets
Grant Devaul is a financial advisor with RBC Capital Markets in Century City, CA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and City National Bank. He serves on the boards of the Santa Monica Little League and ManifestWorks, a nonprofit organization, where he manages equipment and uniforms and provides financial oversight, respectively. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and portfolio management services to individual, institutional, and charitable clients. The firm employs a tailored investment approach incorporating in-house and third-party managers, with options for tax management and responsible investment screening.
Scott D
Series 63, Series 65
Century City, CA
RBC Capital Markets
Scott Denniston is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at City National Bank since 2016 and RBC Capital Markets LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management and financial planning.
John P
Series 63, Series 65
Century City, CA
RBC Capital Markets
John Prince is a financial advisor at RBC Capital Markets with 34 years of industry experience. His prior work includes roles at Merrill and Bank of America. He holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through internal and third-party managers and provides comprehensive financial planning, custody, and brokerage services.
Matthew T
Series 66
Century City, CA
RBC Capital Markets
Matthew Thibodeaux is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has previously worked in varied roles including operations in hospitality and photography. Outside of finance, he has experience working with Venice Beach Volleyball. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, and charitable organizations. The firm offers multiple advisory programs that combine discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.
Michael R
Series 66
Century City, CA
RBC Capital Markets
Michael Roskopf is a financial advisor with RBC Capital Markets in Century City, CA, holding a Series 66 designation and 16 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he is working on a technology concept for a real estate website through his ownership of TrueParity Corp. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.
Paul M
Series 66
Century City, CA
RBC Capital Markets
Paul Melendez is a financial advisor with RBC Capital Markets in Century City, CA, holding a Series 66 designation and approximately one year of industry experience. His prior roles include positions at EFC Wealth Management, EP Wealth Management, Whittier Trust, JP Morgan Securities, and BNY Mellon. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and offers features such as tax management and responsible investing options.
Daniel L
Series 63
Century City, CA
RBC Capital Markets
Daniel Levin is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors and City National Bank. Levin has served as Chairman of the annual American Cancer Society Charity Golf Tournament for over 20 years, helping to organize the event. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.
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