Ashley Nichole Colvin
Advisor at NBC Capital Advisors — Beaverton, OR
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
18 years
Location
Beaverton, OR 97008
NBC Capital Advisors
Team
Total advisors
5Clients per advisor
437 Very HighAvg AUM per client
$331,603 Very LowHNW client ratio
41% HighAshley Colvin is a financial advisor at NBC Capital Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and PURSHE KAPLAN STERLING INVESTMENTS. Colvin has been with NBC Capital Advisors since 2020. NBC Capital Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, pension, and institutional clients. The firm employs a diversified investment approach combining fundamental, cyclical, and technical analysis with active and passive strategies, managing over $710 million across approximately 2,100 accounts.
Based on NBC Capital Advisors
Financial consultation fees quoted as fixed or negotiated flat fees, including retainers
Up to 1.5% annually, fee may be structured as a fixed flat percentage, tiered schedule, or linear breakpoint schedule
Certain supervised persons may offer securities brokerage services under separate commission-based arrangements
Hourly billing is possible for financial consultation engagements with negotiated fees
Minimum fee: May include a minimum quarterly fee Fee-only: Financial Consultation Service offered as fixed or negotiated fees, including flat fees and hourly rate billing with retainers up to $1,200
Beaverton, OR
8625 SW Cascade Ave., Suite 410
Beaverton OR 97008
Advisors at this office
5
Oregon
18 years of industry experience
NBC Capital Advisors
2020 - Present • 6 years
Portland, OR
TRUE Private Wealth Advisors, LLC
2018 - 2020 • 2 years
Portland, OR
TRUE Private Wealth Advisors, LLC
2017 - 2020 • 3 years
Portland, OR
PURSHE KAPLAN STERLING INVESTMENTS, Inc.
2017 - 2018 • 1 year
Albany, NY
UBS Financial Services
2008 - 2017 • 9 years
Lake Oswego, OR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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