David Kenneth Nanson
Investment adviser representative at Nbc Capital Advisors
13 yearsExperience
9 statesRegistered in
$847.5MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Nbc Capital AdvisorsFeb 2020 to now
- Bnc Wealth Management, LLC dba Nbc Capital AdvisorsFeb 2020 to now
- Purshe Kaplan Sterling InvestmentsNov 2017 to Oct 2023
- True Private Wealth Advisors, LLCNov 2017 to Mar 2020
- UBS Financial Services IncNov 2013 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 9 states (AZ, CA, CO, FL, ID, NV, OR, TX, WA).
Nbc Capital Advisors
Legal name: Bnc Wealth Management, LLC
$847.5MAssets managed
2,272Clients
5Advisers
6 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
- 3035581
- Firm CRD
- 306483