Carmilita AchingCRD Number: 6355012
Current Firm: Rbc Capital Markets, LLC
Carmilita Aching (CRD# 6355012) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in New York, NY and has over 6 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Rbc Capital Markets, LLC||New York, NY||Oct 2020 - Current||1|
|Jp Morgan Chase Bank Na||New York, NY||Nov 2015 - Oct 2020||4|
|Jpmorgan Securities LLC||New York, NY||Oct 2015 - Oct 2020||5|
|Northeast Securities||New York, NY||Jul 2014 - Nov 2015||1|
|Citibank, N.a.||Englewood, NJ||Aug 2013 - Jul 2014||< 1|
|Citibank, N.a.||New York, NY||Aug 2010 - Aug 2013||3|
|Pace University||New York, NY||Sep 2008 - Dec 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2016|
Total Assets Under Management201,164MILLIONS
Total Number of Accounts395,275ACCOUNTS
Average Account Value$508,922
- 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
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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