Emily Aley, financial advisor Lake Oswego OR

Emily Aley

CRD Number: 4879402
Current Firm: Rbc Capital Markets, LLC

Emily Aley (CRD# 4879402) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lake Oswego, OR and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets Lake Oswego, OR Aug 2009 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Emily A. Aley
Phone Number: 212-858-7000
Registered State(s):
  • OR
  • TX
  • VI
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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