Pasadena, CA N Lake Ave Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

4

Of 3,839 advisors across 402 offices

Location

300 N Lake Ave, Suite 1010

Pasadena CA 91101-4136

Advisors at this office

4

Advisors at this office

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Edmund R

Series 63, Series 65

Pasadena, CA

RBC Capital Markets

Edmund Regan II is a financial advisor with RBC Capital Markets and City National Bank, holding Series 63 and Series 65 credentials and offering 41 years of industry experience. He has been with these firms since 2016. Outside of finance, he is involved in multiple business ventures including restaurant operations and technology seed capital funds, and serves on the boards of a children’s group home and a theater organization. He is also a passive owner in thoroughbred horse racing. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with diverse investment programs that offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both 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)
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Jeffrey S

Series 63, Series 65

Pasadena, CA

RBC Capital Markets

Jeffrey Scofield is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career history includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Scofield serves on the boards of Education Through Music Los Angeles and the Boys and Girls Club of Pasadena, and he is an officer of the Pasadena Breakfast Forum, a local speaking group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory and portfolio management programs using a combination of in-house and third-party investment managers and provides integrated financial planning and brokerage 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)
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Elizabeth K

Series 63, Series 65

Pasadena, CA

RBC Capital Markets

Elizabeth Keshishian is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining RBC in 2022, she worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. from 2014 to 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies implemented through multiple investment managers and emphasizes integrated capital markets and affiliated asset management capabilities.

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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Deanna C

Series 63, Series 66

Pasadena, CA

RBC Capital Markets

Deanna Clark is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party 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)
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