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Alan Jay Beard

EXWORKS CAPITAL, LLC·CHICAGO, Illinois
Unclaimed Profile
333 W. WACKER DRIVE, CHICAGO, IL 60606CRD# 2918993Firm CRD# 173913
01

About

Alan Jay Beard is a registered financial advisor based in CHICAGO, Illinois, affiliated with EXWORKS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
EXWORKS CAPITAL, LLC
EXWORKS CAPITAL, LLC
AUM
$271M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at EXWORKS CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2918993
Firm CRD# 173913
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Jay Beard offer?
Alan Jay Beard specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Alan Jay Beard's credentials?
Alan Jay Beard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Jay Beard located?
Alan Jay Beard is based in CHICAGO, Illinois, working with EXWORKS CAPITAL, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Alan Jay Beard charge for services?
Alan Jay Beard's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXWORKS CAPITAL, LLC?
EXWORKS CAPITAL, LLC has approximately 13 employees and manages $271M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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