David
Nifong
Independent Advisor Alliance, LLC
Answer a few questions and
get matched with an advisor.
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
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Independent Advisor Alliance, LLC Brokerage Details
$10,095,700,130
227
47,432
$212,846
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.
Disclosures
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
Charlotte, NC
North, PA
Columbia, SC
Springfield, MO
Little Rock, AR
Rock Hill, SC
Sussex, WI
Rock Hill, SC
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
