Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
3yrs
Walker Herzog
Financial advisor at RBC Capital Markets
Walker Herzog is a fiduciary financial advisor in Houston, Texas, with 3 years in the industry. Walker joined RBC Capital Markets in 2024, a firm offering financial planning, investment management, and private fund management. RBC Capital Markets reports being paid through a percentage of assets and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office750 Town And Country Blvd Suite 325 & 175, Houston, TX 77024
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm3,840
States licensed ?1 state
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowRBC Capital Markets, LLCCurrent firm
Contact Walker
750 Town And Country Blvd Suite 325 & 175Houston, TX 77024Office · Get directions Firm main line(212) 858-7000Headquarters: RBC Capital Markets · New York, NY Firm websiteus.rbcwealthmanagement.com/columbus
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Questions to ask Walker
Tailored to Walker’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Walker
How do I contact Walker?
Call RBC Capital Markets at (212) 858-7000 and ask for Walker Herzog. Walker works from the Houston, TX office.
How long has Walker been a financial advisor?
Walker has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Walker hold?
Series 66. Tap any license on this page to see what it allows.
Is Walker a fiduciary?
Walker is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Walker paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Walker for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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