Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Wall is a financial advisor with RBC Capital Markets, LLC. Kevin has been in the financial industry for over 32 years. Kevin is a registered representative and investment advisor representative in Pennsylvania and Texas. Kevin has been with RBC Capital Markets, LLC since September 2024. Before that, Kevin worked with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Prior to that, Kevin was employed by Ameriprise Financial Services, Inc., and IDS Life Insurance Company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
09/30/2024 - Present
RBC Capital Markets, LLC (Ambler PA)
PA
05/29/1990 - 04/20/2010
AMERIPRISE FINANCIAL SERVICES, INC. (W. CONSHOHOCKEN PA)
MN
05/29/1990 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kevin Wall is the right advisor for you? Invested Better is here to help.
