Anna Nifong, financial advisor Concord NC

Anna Nifong

CRD Number: 7649908
Current Firm: Cambridge Investment Research Advisors, Inc.

Anna Nifong (CRD# 7649908) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Concord, NC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA May 2024 - Current < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2024 - Current < 1
Independent Advisor Alliance Charlotte, NC Apr 2023 - May 2024 1
Lpl Financial LLC Concord, NC Nov 2022 - May 2024 1
Traditions And Company Mooresville, NC Jul 2021 - Nov 2023 2
Lake Norman Dentistry Huntersville, NC Jun 2020 - Aug 2022 2
The Jewel Box Davidson, NC Aug 2020 - Nov 2020 < 1
Unemployed Cornelius, NC Mar 2020 - Jun 2020 < 1
Lake Norman Dentistry Huntersville, NC Jul 2019 - Mar 2020 < 1
Village Dental - Olde Raleigh Raleigh, NC Apr 2018 - Jun 2019 1
Top Of The Hill Chapel Hill, NC Aug 2017 - Mar 2018 < 1
Seven Senses Food & Cheer Cookeville, TN May 2017 - Jul 2017 < 1
Tennessee Tech University Cookeville, TN Jan 2014 - May 2017 3
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2023
Contact Info for Anna A. Nifong
Phone Number: 641-472-5100
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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