Nanci Fastre, financial advisor Beaverton OR

Nanci Fastre

CRD Number: 1397145
Current Firm: Svb Asset Management

Nanci Fastre (CRD# 1397145) is an Investment Advisor Representative working at Svb Asset Management in Beaverton, OR and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Svb Securities San Francisco, CA Jul 2005 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Nanci M. Fastre
Phone Number: 866-719-9117
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    69,361
    MILLIONS
  • Total Number of Accounts
    672
    ACCOUNTS
  • Average Account Value
    $103,215,346
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, CO, CT, GA, IL, MA, MD, MN, NC, NJ, NY, OR, PA, TX, UT, VA, WA

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