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William Rex Bahney

Investment Adviser Representative at RBC CAPITAL MARKETS, LLC

Boise, IDCRD #10097Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
52 yrs
States Registered
35 states
Exams Passed
16

Registrations & licenses

Registration type
Dual-registered
Registered in 35 states
AlabamaAlaskaArizonaCaliforniaColoradoConnecticutFloridaGeorgiaIdahoIndianaKansasMaineMarylandMassachusettsMichiganMinnesotaMississippiMontanaNebraskaNevadaNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOklahomaOregonPennsylvaniaTennesseeTexasUtahVirginiaWashingtonWisconsinWyoming
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/21/1994
Series 63
Uniform Securities Agent State Law Examination
Passed 6/6/1980
Series 52
Municipal Securities Representative Examination
Passed 10/30/2025
Series 7
General Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 1/18/1995
Series 15
Foreign Currency Options Examination
Passed 4/21/1994
Series 5
Interest Rate Options Examination
Passed 12/30/1992
PC
AMEX Put and Call Exam
Passed 9/8/1977
Series 1
Registered Representative Examination
Passed 6/12/1974
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/2/2023
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 53
Municipal Securities Principal Examination
Passed 9/22/1992
Series 12
NYSE Branch Manager Examination
Passed 8/6/1980
Series 24
General Securities Principal Examination
Passed 8/1/1980
Series 4
Registered Options Principal Examination
Passed 7/31/1980

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

RBC Capital Markets, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RBC CAPITAL MARKETS, LLCCurrent
5/28/2025Boise, ID
RBC CAPITAL MARKETS, LLCCurrent
5/28/2025Boise, ID
UBS FINANCIAL SERVICES INC.
4/24/20096/9/2025Boise, ID
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
8/23/19834/29/2009Boise, ID

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Rex Bahney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

William Rex Bahney - Financial Advisor in Boise, ID | AdvisorFinder