Alixandra Therese Beaman

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

• 11/2014 → 11/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Collins, CO
• 03/2016 → 11/2016
  Bank Of America, N.A.
  Fort Collins, CO
• 10/2018 → Present
  Rbc Capital Markets, Llc.
  Fort Collins, CO
• 11/2016 → 10/2018
  Neighbor To Neighbor
  Fort Collins, CO

Previous Registrations

• 2015-03-11 → 2016-11-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Collins, CO

Other Businesses

1) Name of Entity: Exceptional Swag - Address: 8942 W Brandt Pl. Littleton, CO 80123 - Investment/Not Investment Related: No - Business Description: selling promotional gear and apparel - Capacity: Independent Contractor/Consultant - State Date: 05/09/2022 - Duties: bookkeeping, entering bills and invoices into QuickBooks. Helping reconcile books at the end of the month. - Hours Devoted per month: 5 hours per month - Hours Devoted during securities hours per month: 0 2) NAME OF ENTITY: Neighbor to Neighbor ADDRESS: 1550 Blue Spruce Dr., Fort Collins, CO 80524 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: 03.15.25 CAPACITY: Educator DUTIES: help teach and host their Homebuyer Education class once a quarter HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2015-03-10
• S63 Uniform Securities Agent State Law Examination
  2014-03-21

Designations

• Certified Financial Planner

Other Names

• Alixandra Therese Weiner