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Anna Nifong

3 Years of Experience
Concord, NC
Broker

Anna Nifong is a registered investment advisor, based in Concord, NC, with 3 years of industry experience.

Location

3630 Poplar Tent Road, Unit C, Concord, NC, 28027

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Anna works as an administrator for Focus Wealth Planning, dedicating full-time hours. She also works as an administrative representative for CIRA, a registered investment advisor, taking about half of her time.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
Independent Advisor Alliance, LLC
May 2023 - May 2024 · 1 yr
LPL Financial LLCBroker
January 2023 - May 2024 · 1 yr 4 mos
State Registrations1 state
NC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Anna Nifong - Financial Advisor | TrueAdvisor