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Advisors / Tennessee / Orlinda
2yrs

Van True

Full name on record: Van W True

Financial advisor at RBC Capital Markets

Van True is a fiduciary financial advisor in Orlinda, Tennessee, with 2 years in the industry. Van joined RBC Capital Markets in 2026, after a year at Equitable Advisors. RBC Capital Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.

Orlinda, TNFiduciary advisor
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At a glance

Experience2 years (since 2025)
How that compares ?2 years in the industry
OfficeOrlinda, TN
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

  1. May 2026 – now
  2. Jun 2025 – Apr 2026

Contact Van

(212) 858-7000Firm headquarters in New York, NY. Ask for Van. Orlinda, TNOffice · Get directions Firm websiteus.rbcwealthmanagement.com/columbus

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Questions to ask Van

Tailored to Van’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Van

How do I contact Van?

Call RBC Capital Markets at (212) 858-7000 and ask for Van True. Van works from the Orlinda, TN office.

How long has Van been a financial advisor?

Van has been in the industry since 2025, about 2 years. 2 years in the industry.

What licenses does Van hold?

Series 66. Tap any license on this page to see what it allows.

Is Van a fiduciary?

Van is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Van paid?

RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Van 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.