Anna
Nifong

Cambridge Investment Research Advisors, Inc

CRD#7649908
Investment Advisor
in Concord, NC

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About this Advisor

Anna Nifong is a financial advisor based in Concord, North Carolina, working with Cambridge Investment Research Advisors, Inc. Anna has previously held positions at Traditions And Company, Lake Norman Dentistry, The Jewel Box, Village Dental - Olde Raleigh, Top Of The Hill, Seven Senses Food & Cheer, Tennessee Tech University, Sunset Marina & Resort, Lpl Financial LLC, Independent Advisor Alliance, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. Anna has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Anna is part of Cambridge Investment Research Advisors, Inc, which operates out of Concord, North Carolina. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services, and educational seminars. The fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

3630 Poplar Tent Road Unit C
Concord, NC 28027

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$87,368,733,496

NC Average: $9,259,360,772
Total Number of Employees

3,312

NC Average: 166
Total Number of Accounts

448,526

NC Average: 7,189
Average Account Size

$194,791

NC Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Anna Nifong Work History

2024 - Present (0 year)

Cambridge Investment Research, Inc

2024 - Present (0 year)

Cambridge Investment Research Advisors, Inc

2023 - Present (1 year)

Independent Advisor Alliance

2022 - Present (2 years)

Lpl Financial LLC

2021 - 2023 (2 years)

Traditions And Company

2020 - 2022 (2 years)

Lake Norman Dentistry

2020 - 2020 (< 1 year)

The Jewel Box

2019 - 2020 (1 year)

Lake Norman Dentistry

2018 - 2019 (1 year)

Village Dental - Olde Raleigh

2017 - 2018 (1 year)

Top Of The Hill

2017 - 2017 (< 1 year)

Seven Senses Food & Cheer

2015 - 2015 (< 1 year)

Sunset Marina & Resort

2014 - 2017 (3 years)

Tennessee Tech University

2014 - 2014 (< 1 year)

Sunset Marina & Resort

Disclosures

Please visit the SEC profile of Anna Nifong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Brittni Snyder Borri
Greenville, IL
Alyssa Adams
Grand Junction, CO
Madison Scarpelli
Rochester, MI
Jin Wang
Deerfield, IL
Tyler Quinn
Camp Hill, PA
Anne Bird
Dothan, AL
Jared Hollander
Massena, NY
Isak Larson
Ramsey, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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