Ashley N. Colvin

NBC CAPITAL ADVISORS

BEAVERTON, OR 97008

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CRD#: 5386097

Professional summary

Ashley Nichole Colvin, who also goes by Ashley Nichole Cushing, is a registered financial advisor currently at NBC CAPITAL ADVISORS located in Beaverton, Oregon.

Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ashley has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ashley Nichole Cushing

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Nichole Colvin'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®

None

Experience

Current

February 12, 2020 - Present

NBC CAPITAL ADVISORS

Office #1: 8625 Sw Cascade Ave., Suite 410, Beaverton, OR 97008

RIA

CRD#: 306483

BEAVERTON, OR

Past

June 18, 2018 - April 1, 2020

TRUE PRIVATE WEALTH ADVISORS, LLC

RIA

CRD#: 164947

PORTLAND, OR

Past

November 30, 2017 - August 28, 2018

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Portland, OR

Past

June 24, 2008 - December 11, 2017

UBS FINANCIAL SERVICES INC.

CRD#: 8174

LAKE OSWEGO, OR

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".

NBC CAPITAL ADVISORS

BNC WEALTH MANAGEMENT, LLC | NBC CAPITAL ADVISORS

CRD#: 306483 / SEC#: 801-117800

RIA

Registered Investment Advisory firm - (12/13/2019 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

Oregon
(2/12/2020)

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: 10/2/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/27/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/23/2008

General Securities Representative Examination

Current Firm

NBC CAPITAL ADVISORS

BNC WEALTH MANAGEMENT, LLC | NBC CAPITAL ADVISORS

CRD#: 306483 / SEC#: 801-117800

RIA

Registered Investment Advisory firm - (12/13/2019 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(503) 683-7727

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NBC CAPITAL ADVISORS BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	2,138
AUM (Assets Under Management)	$ 710,546,092

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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Firm Stability Insights

Ashley N. Colvin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Nichole Colvin's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE PRIVATE WEALTH ADVISORS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

NBC CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/2/2013

Series 63

Date: 10/27/2008

SIE

Date: 8/28/2018

Series 7

Date: 6/23/2008

Current Firm

NBC CAPITAL ADVISORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NBC CAPITAL ADVISORS

TRUST BUT VERIFY

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