Independent Advisor Alliance, LLC
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About this Advisor
David Nifong is a financial advisor based in Concord, North Carolina with a total of 8 years of industry experience. Nifong is currently employed by Independent Advisor Alliance, LLC. During their career, Nifong has held roles at Wells Fargo Advisors LLC, Independent Advisor Alliance, LLC and Lpl Financial LLC. Nifong has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Independent Advisor Alliance, LLC is an advisory company based out of Charlotte, NC. The investment advisory business has offices in 132 locations and a total of 227 advisors. It manages $10 billion in assets under management between its 47,432 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 91 charities and foundations. Of its 47,432 customer accounts, 28% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules vary depending on which services are offered. Fee types charged by Independent Advisor Alliance, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
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Independent Advisor Alliance, LLC Brokerage Details
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Nifong Work History
David has been registered as a financial advisor for 8 years.*
Independent Advisor Alliance, LLC
Lpl Financial LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of David 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 Independent Advisor Alliance, LLC
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Rock Hill, SC
Little Rock, AR
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