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David Kenneth Nanson

BNC WEALTH MANAGEMENT, LLC·BEAVERTON, Oregon
Clean recordBNC WEALTH MANAGEMENT, LLC
8625 SW CASCADE AVE.,, BEAVERTON, OR 97008CRD# 3035581Firm CRD# 306483

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Kenneth Nanson · BEAVERTON, OR
Registration
CRD #3035581 · BNC WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Kenneth Nanson is a registered financial advisor based in BEAVERTON, Oregon, affiliated with BNC WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BNC WEALTH MANAGEMENT, LLC
NBC CAPITAL ADVISORS
AUM
$564M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3035581
Firm CRD# 306483
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Kenneth Nanson offer?
David Kenneth Nanson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BEAVERTON, Oregon for a consultation.
What are David Kenneth Nanson's credentials?
David Kenneth Nanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Kenneth Nanson located?
David Kenneth Nanson is based in BEAVERTON, Oregon, working with BNC WEALTH MANAGEMENT, LLC. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.
How does David Kenneth Nanson charge for services?
David Kenneth Nanson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BNC WEALTH MANAGEMENT, LLC?
BNC WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $564M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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