Cengiz Volkan, financial advisor Rolling Hills CA

Cengiz Volkan

CRD Number: 2342589
Current Firm: Rbc Capital Markets, LLC

Cengiz Volkan (CRD# 2342589) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rolling Hills, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
City National Bank Rolling Hills, CA Nov 2017 - Current 6
Rbc Capital Markets, LLC Rolling Hills, CA Oct 2017 - Current 6
Bank Of America, Na Rolling Hills Estates, CA Aug 2009 - Oct 2017 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Long Beach, CA Dec 2008 - Oct 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Jul 1993
Contact Info for Cengiz N. Volkan
Phone Number: 212-858-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    201,264
    MILLIONS
  • Total Number of Accounts
    451,404
    ACCOUNTS
  • Average Account Value
    $445,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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