Laurie J. Silva

NORTHERN CAPITAL RETIREMENT SERVICES

Spokane, WA 99223

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CRD#: 2710539

Professional summary

Laurie Jo Silva, AIF®, who also goes by Laurie Jo Albin, is a registered financial advisor currently at NORTHERN CAPITAL RETIREMENT SERVICES, INC. located in Spokane, Washington and NORTHERN CAPITAL MANAGEMENT, INC. located in Spokane, Washington.

Laurie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Laurie has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laurie Jo Albin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF THE OTHER BUSINESS: NORTHERN CAPITAL RETIREMENT SERVICES INC INVESTMENT RELATED: YES BUSINESS ADDRESS: 2700 S SOUTHEAST BLVD STE 205, SPOKANE WA 99223 NATURE OF THE OTHER BUSINESS: REGISTERED INVESTMENT ADVISER / AFFILIATE OF NORTHERN CAPITAL MANAGEMENT INC / MANAGE RETIREMENT PLANS POSITION/TITLE/OR RELATIONSHIP: DEPARTMENT MANAGER START DATE: 04/2019 APPROXIMATE # OF HOURS/MONTH DEVOTED: 40+ NUMBER OF HOURS/MONTH YOU DEVOTE DURING TRADING HOURS: 40+ DUTIES: DEPARTMENT SUPERVISION

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurie Jo Silva's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

May 14, 2019 - Present

NORTHERN CAPITAL RETIREMENT SERVICES, INC.

Office #1: 2700 S Southeast Boulevard Suite 205, Spokane, WA 99223

RIA

CRD#: 163327

Spokane, WA

Current

May 14, 2019 - Present

NORTHERN CAPITAL MANAGEMENT, INC.

Office #1: 2700 South Southeast Boulevard Suite 205, Spokane, WA 99223-4984

RIA

CRD#: 111379

Spokane, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NORTHERN CAPITAL MANAGEMENT, INC.

NORTHERN CAPITAL MANAGEMENT, INC. | WILSON, MILLER AND ASSOCIATES | WILSON, MILLER & ASSOCIATES | WILSON FINANCIAL CONSULTING GROUP

CRD#: 111379 / SEC#: 801-44942

RIA

Registered Investment Advisory firm - (11/5/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(6/24/2019)

IAR

Washington
(5/14/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/14/2019

Uniform Investment Adviser Law Examination

Current Firm

NORTHERN CAPITAL MANAGEMENT, INC.

NORTHERN CAPITAL MANAGEMENT, INC. | WILSON, MILLER AND ASSOCIATES | WILSON, MILLER & ASSOCIATES | WILSON FINANCIAL CONSULTING GROUP

CRD#: 111379 / SEC#: 801-44942

RIA

Registered Investment Advisory firm - (11/5/1993 Approved)

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Contact information

Main Address

2700 South Southeast Boulevard Suite 205, Spokane, WA 99223-4984

Mailing Address

Phone number

(509) 456-2526

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-07-16 NCM (ADV PART 2A BROCHURE) (7/24/2025)

Regulatory assets under management

Total Number of Accounts	1,819
AUM (Assets Under Management)	$ 462,159,064

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/12/2024	Cover Page	Report
12/28/2023	Cover Page	Report
01/31/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Laurie J. Silva

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurie Jo Silva's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHERN CAPITAL RETIREMENT SERVICES, INC.

NORTHERN CAPITAL MANAGEMENT, INC.

Primary Firm SEC Registration

NORTHERN CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/2019

Current Firm

NORTHERN CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NORTHERN CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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