Angeline Marie Lavin

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Rbc Capital Markets, Llc
  Sioux Falls, SD
• 02/2021 → Present
  City National Bank
  Sioux Falls, SD

Other Businesses

(1) MARSHALL T. LAVIN, DDS, PC.; ADDRESS: 1710 S. SOUTHEASTERN AVE., SIOUX FALLS, SD 57103; BUSINESS DESCRIPTION: DENTAL PRACTICE; NOT INVESTMENT RELATED; START DATE: 07/01/1998; CAPACITY: EMPLOYEE; DUTIES: PART-TIME BUSINESS MGR.; HOURS DEVOTED TO THIS OBA PER MONTH: 6; HOURS DEVOTED DURING SECURITY TRADING HOURS PER MONTH: NONE; (2) SIOUX FALLS AREA COMMUNITY FOUNDATION; ADDRESS: 200 N. CHERAPA PLACE, SIOUX FALLS, SD 57103; BUSINESS DESCRIPTION: COMMUNITY FOUNDATION; NOT INVESTMENT RELATED; START DATE: 07/01/12; CAPACITY: BOARD OF DIRECTORS; DUTIES: CHAIR OF INVESTMENT COMMITTEE; HOURS DEVOTED TO THIS OBA PER MONTH: 1; HOURS DEVOTED DURING SECURITY TRADING HOURS PER MONTH: 1; (3) WELLMARK, INC.; ADDRESS: 1331 GRAND AVE., DES MOINES, IA 50306; BUSINESS DESCRIPTION: HEALTH INSURANCE COMPANY; NOT INVESTMENT RELATED; START DATE: 01/01/15; CAPACITY: BOARD OF DIRECTORS; DUTIES: DIRECTOR; HOURS DEVOTED TO THIS OBA PER MONTH: 4; HOURS DEVOTED DURING SECURITY TRADING HOURS PER MONTH: 2; (4) CITY OF SIOUX FALLS; ADDRESS: 224 W. NINTH ST., SIOUX FALLS, SD 57117-7402; BUSINESS DESCRIPTION: SIOUX FALLS EMPLOYEE PENSION PLAN; NOT INVESTMENT RELATED; START DATE; 01/01/15; CAPACITY: BOARD OF DIRECTORS; DUTIES: GENERAL OVERSIGHT; HOURS DEVOTED TO THIS OBA PER MONTH: <1; HOURS DEVOTED DURING SECURITY TRADING HOURS PER MONTH: <1; (5) UNIVERSITY OF SOUTH DAKOTA FOUNDATION: ADDRESS: WAGNER CENTER, 1110 NORTH DAKOTA STREET, VERMILLION, SD 57069; BUSINESS DESCRIPTION: UNIVERSITY FOUNDATION; NOT INVESTMENT RELATED; START DATE: 02/01/16; CAPACITY: COMMITTEE/COUNCIL MEMBER; DUTIES: INVESTMENT COMMITTEE; HOURS DEVOTED TO THIS OBA PER MONTH: <1; HOURS DEVOTED DURING SECURITY TRADING HOURS PER MONTH: <1

Exams

• S66 Uniform Combined State Law Examination
  2015-03-02

Designations

• Chartered Financial Analyst

Other Names

• Angeline Lavin