David
Nanson

Nbc Capital Advisors

CRD#3035581
Investment Advisor
in Beaverton, OR

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About this Advisor

David Nanson is a financial advisor working out of Beaverton, Oregon who has 3 years of industry experience. Nanson is currently employed by Nbc Capital Advisors. During their career, the advisor has held roles at True Private Wealth Advisors, LLC, Purshe Kaplan Sterling Investments, Bnc Wealth Management, LLC Dba Nbc Capital Advisors and Ubs Financial Services Inc. Nanson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Arizona, California, Colorado, Nevada, Oregon, Texas and Washington. Nbc Capital Advisors is a registered investment company based out of Beaverton, OR. The company has offices in two locations and just five people on staff. It administers $494 million in assets across its 1,960 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm advises 12 charitable organizations. Of its 1,960 accounts, 39% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors largely are based on the financial services. Fee types billed by Nbc Capital Advisors likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

8625 Sw Cascade Ave., Suite 410
Beaverton, OR 97008

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Nbc Capital Advisors Brokerage Details

Total Assets Under Management

$494,237,935

OR Average: $1,120,203,312
Total Number of Employees

5

OR Average: 50
Total Number of Accounts

1,960

OR Average: 1,309
Average Account Size

$252,162

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

David Nanson Work History

David has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Bnc Wealth Management, LLC Dba Nbc Capital Advisors

2017 - Present (7 years)

Purshe Kaplan Sterling Investments

2017 - 2020 (3 years)

True Private Wealth Advisors, LLC

2013 - 2017 (4 years)

Ubs Financial Services Inc

2008 - 2013 (5 years)

Ubs Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Nanson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nbc Capital Advisors

David Nanson
Beaverton, OR
Jason Bratt
Beaverton, OR
Ashley Colvin
Beaverton, OR
Allan Ross
Salem, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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