Danna Nealon is a CFP-designated registered investment advisor, based in Cornelius, NC, with 8 years of industry experience.
Location
20615 N. Main Street, Cornelius, NC, 28031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Danna is an advisory representative of a Registered Investment Advisor (RIA), spending about 10-20% of her time on investment-related activities and trading. She also serves as Treasurer for Preston at the Lake HOA, Inc., dedicating minimal time to bookkeeping.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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