Ashton James Beck
Investment adviser representative at RBC Capital Markets, LLC
13 yearsExperience
3 statesRegistered in
$310.4BFirm assets
49 yearsFirm in business
Are you Ashton James Beck? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- RBC Capital Markets, LLCOct 2022 to now
- RBC Wealth ManagementApr 2019 to now
- Wells Fargo BankMay 2018 to Apr 2019
- Green Mill Restaurant & BarApr 2018 to May 2018
- Panera Bread CompanyJan 2018 to Apr 2018
- Prime Therapeutics, LLCSep 2017 to Jan 2018
- Stick's TavernJun 2017 to Sep 2017
- Tgi FridaysApr 2017 to May 2017
- Mason Companies, IncJun 2016 to Nov 2016
- University of Wisconsin - Eau ClaireSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (MN, TX, WI).
RBC Capital Markets, LLC
$310.4BAssets managed
283,910Clients
3,838Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7099366
- Firm CRD
- 31194