Joyce Lapp, financial advisor Cumberland MD
96 score

Joyce Lapp

CRD Number: 1804875
Current Firm: Rbc Capital Markets, LLC

Joyce Lapp (CRD# 1804875) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Cumberland, MD and has over 28 years of experience in the finance industry. Joyce Lapp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rbc Capital Markets, LLC Cumberland, MD Oct 2013 - Current 3
Montage Securities, LLC Leawood, KS Dec 2011 - Oct 2013 1
Mariner Wealth Advisors, LLC Leawood, KS Jan 2011 - Oct 2013 2
Cbiz Financial Solutions, Inc. Cumberland, MD Feb 1988 - Nov 2011 23
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
S63 Uniform Securities State Law Examination Jun 1988
Contact Info for Joyce K. Lapp
Phone Number: 212-858-7000
Firm Website: https://www.rbccm.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    76,274
    MILLIONS
  • Total Number of Accounts
    192,243
    ACCOUNTS
  • Average Account Value
    $396,757
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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