Longview, TX Judson Rd Office

Team
Updated today
RBC Capital Markets logo

RBC Capital Markets

Institution

Firm-wide stats for RBC Capital Markets

Total advisors

3,825

Across 402 offices

Clients per advisor

72 Low

Avg AUM per client

$1,017,425 Very High

HNW client ratio

4% Very Low

About

RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base that includes individual investors (both non‑HNW and high‑net‑worth), institutional clients, pension and profit‑sharing plans, corporations, and charitable organizations. It offers multiple wrap fee advisory programs—RBC Advisor, Portfolio Focus, RBC Unified Portfolio, Consulting Solutions, and a Managed Account Program—providing discretionary and non‑discretionary portfolio management, financial planning, custody, and brokerage services.

The firm tailors strategies to each client’s Advisory Risk Profile and implements portfolios through a mix of in‑house and third‑party Investment Managers, Model Providers, and an Overlay Manager (either RBC WM or Envestnet), with choices for rebalancing frequency, tax‑management, and responsible‑investing screens. Program accounts are administered as unified or sleeve‑based structures (RBC UP) and may include fund share‑class conversions, cash sweep options, and alternative investments or annuities as described in the brochure.

RBC’s capital‑markets footprint and affiliated capabilities are notable features: RBC Capital Markets is registered with the CFTC as a futures commission merchant and as a swap firm, the firm’s affiliated asset managers (for example, RBC GAM – U.S. and RBC Rochdale) serve as Investment Managers and Model Providers, and the firm makes alternative investments (including feeder‑fund structures) and pooled vehicles available to clients. The brochure also discloses municipal‑related activities and regulatory matters and describes integrated lending and cash‑sweep arrangements with affiliated banks, all of which are identified as potential conflicts and are disclosed in the firm’s materials.

Based on RBC Capital Markets

Expertise

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management

Based on RBC Capital Markets

Occupation focus

Executive Founder/Business Owner Retired Financial Professional

Based on RBC Capital Markets

Demographic focus

Approaching retirement HENRY (High Earners, Not Rich Yet)

Based on RBC Capital Markets

Location

1302 Judson Rd

Longview TX 75601-3916

Advisors at this office

5

Advisors at this office

user avatar

Thomas R

CFP®, Series 66

Longview, TX

RBC Capital Markets

Thomas Riley is a CFP®-credentialed financial advisor with RBC Capital Markets, bringing 24 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has been associated with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and organizations with tailored investment strategies implemented through a mix of in-house and third-party managers. The firm offers a range of advisory programs and integrates capital-markets capabilities with portfolio management, financial planning, and custody services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar

Bruce C

Series 63, Series 66

Longview, TX

RBC Capital Markets

Bruce Cammack is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2008, also working at City National Bank since 2019. He serves on the steering committee of the Longview Museum of Fine Arts and participates in activities supporting the Gregg County Historical Museum. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s Advisory Risk Profile.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)

Gina D

Series 66

Longview, TX

RBC Capital Markets

Gina De Hoyos is a financial advisor at RBC Capital Markets with five years of industry experience. She previously worked at Edward Jones and has entrepreneurial experience as a shareholder in Brav-O Mechanical, an HVAC services company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering customized portfolio management and advisory programs tailored to each client’s risk profile.

Family Business Business succession planning General estate planning guidance Planning for children with special needs Retirement income strategy Military & Veterans Founder/Business Owner Hispanic/Latino/Latinx
user avatar

Tracy W

Series 63

Longview, TX

RBC Capital Markets

Tracy Webb is a financial advisor with RBC Capital Markets in Longview, TX, holding a Series 63 designation and bringing 31 years of industry experience. She has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, corporations, pension plans, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar

Nancy M

Series 63, Series 65

Longview, TX

RBC Capital Markets

Nancy Murray is a financial advisor with RBC Capital Markets in Longview, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at RBC Capital Markets since 2009 and has prior experience with Citigroup Global Markets and City National Bank. Murray serves on several boards, including a local business education organization and a nonprofit devoted to arts and culture. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions, offering tailored portfolio management and financial planning services. The firm utilizes a combination of in-house and third-party managers and provides a range of advisory programs to meet various client needs.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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