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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Nla Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
Nancy L. Anderson
CRD#: 833094
Rehoboth, MA

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.

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