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Disclosures
- RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.
- Ratings (as of February 26, 2025) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.
- Ratings (as of February 26, 2025) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
- Ratings outlook.
The 2023 AdvisorHub “Advisors to Watch” award was announced June 2023. Data as of 12/31/2021 and 12/31/2022 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
Phillip Friesen is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, DC, FL, GA, KS, LA, MA, MI, MN, MT, NC, NE, NM, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, WY.
Greg Bowman is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, KS, LA, MA, MI, MN, MT, NC, NE, NM, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, WY. Arkansas Insurance License #7687991.
John Friesen is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, DC, FL, GA, KS, LA, MA, MD, MI, MN, MT, NC, NE, NM, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, WV, WY. Arkansas Insurance License #1232333.
Josh Zeleskey is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, KS, LA, MA, MI, MN, MS, MT, NC, NM, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, WY. Arkansas Insurance License #17518153.