David Nifong is a registered investment advisor, based in Concord, NC, with 24 years of industry experience.
Location
3630 Poplar Tent Rd., Ste. C, Concord, NC, 28027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David owns multiple real estate holding companies and pass-through entities. He is also the president of an architecture committee, an advisory representative of a registered investment advisor, and an independent insurance agent, while dedicating nearly full-time hours to Focus Wealth Planning.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations3 states
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