Sydney Partch (CRD# 6853775) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Saint Cloud, MN and has over 6 years of experience in the finance industry.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Rbc Capital Markets, LLC | St. Cloud, MN | Aug 2020 - Current | 3 |
Sherburne State Bank | Becker, MN | Feb 2019 - Aug 2020 | 1 |
Edward Jones | St Louis, MO | Sep 2017 - Jan 2019 | 1 |
Boondox Bar And Grill | Otsego, MN | May 2015 - Sep 2017 | 2 |
Red Bull North America Inc. | St. Cloud, MN | Oct 2016 - May 2017 | < 1 |
Minnesota Colleges And Universities - St. Cloud State University | St. Cloud, MN | Nov 2013 - May 2017 | 3 |
St. Cloud State Figure Skating Club | St. Cloud, MN | Sep 2013 - Nov 2014 | 1 |
Dept Of Public Utilites City Of Virginia | Virginia, MN | Jun 2013 - Aug 2014 | 1 |
City Of Virginia | Virginia, MN | Sep 2012 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- MN
- TX
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Total Assets Under Management201,264MILLIONS
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Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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