Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bradley Nifong is a financial advisor with Cambridge Investment Research Advisors, Inc. in Concord, NC. David has over 23 years of experience in the financial services industry. David is also an owner of Focus Wealth Planning, a registered investment advisor firm in Concord, NC. David has been with Cambridge Investment Research Advisors, Inc. since May 2024. Prior to that, David was with LPL Financial LLC and Wells Fargo Advisors, LLC. David holds the Series 66 and Series 7 licenses. David is registered to provide investment advice in Florida, North Carolina and South Carolina.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
05/03/2024 - Present
Cambridge Investment Research Advisors, Inc. (Concord NC)
NC
05/13/2015 - 05/16/2024
LPL FINANCIAL LLC (CONCORD NC)
NC
11/30/2007 - 05/22/2015
WELLS FARGO ADVISORS, LLC (CONCORD NC)
NC
03/03/2003 - 12/07/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CONCORD NC)
NY
04/23/2001 - 03/14/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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