Nla Financial Advisors
Nla Financial Advisors (CRD# 122715) is a financial advisory firm headquartered in Rehoboth, MA. They manage $62,836,036 in 70 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management63MILLION
Total Number of Accounts70ACCOUNTS
Average Account Value$897,658
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, RI, TX
Nancy Anderson (CRD# 833094) is an Investment Advisor Representative working at Nla Financial Advisors in Rehoboth, MA and has over 29 years of experience in the finance industry. Nancy Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.