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BNC WEALTH MANAGEMENT, LLC
BNC WEALTH MANAGEMENT, LLC
NBC CAPITAL ADVISORS
BEAVERTON, Oregon
·
2 registered advisors
·
CRD# 306483
SEC# 801-117800
1
503-683-7727
01
Firm Overview
AUM
$564M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at BNC WEALTH MANAGEMENT, LLC
2 registered advisors
David Kenneth Nanson
BEAVERTON, Oregon
CRD# 3035581
Jason Alexander Bratt
BEAVERTON, Oregon
CRD# 2891892
05
Office Locations
BEAVERTON, Oregon
2 advisors
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Data sourced from SEC Form ADV filings. BNC WEALTH MANAGEMENT, LLC (CRD# 306483) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.