Clifford Iubelt (CRD# 5979583) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Reno, NV and has over 12 years of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City National Bank | Reno, NV | Nov 2019 - Current | 4 |
| Rbc Capital Markets, LLC | Reno, NV | Oct 2019 - Current | 4 |
| Bank Of America, N.a. | Reno, NV | Oct 2011 - Oct 2019 | 8 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Reno, NV | Aug 2011 - Oct 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- NV
- TX
-
Total Assets Under Management201,264MILLIONS
-
Total Number of Accounts451,404ACCOUNTS
-
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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