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Allan Cannon Nichols

CLIFFORD CAPITAL PARTNERS, LLC·ALPINE, Utah
Series 4, Series 6, Series 7, Series 63Clean record4 years registeredCLIFFORD CAPITAL PARTNERS, LLC
363 S. MAIN STREET, ALPINE, UT 84004CRD# 1347706Firm CRD# 153956

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Allan Cannon Nichols · ALPINE, UT
Registration
CRD #1347706 · CLIFFORD CAPITAL PARTNERS, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
Series 4
Series 6
Series 7
Series 63
Registration record
First registered · September 28, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLIFFORD CAPITAL PARTNERS, LLC
CRD 153956 · SEC 801-78911
AUM
$406M
Regulatory assets under management
Employees
10
206 client accounts
Services offered by CLIFFORD CAPITAL PARTNERS, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Introduction

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05

Frequently Asked Questions

What services does Allan Cannon Nichols offer?
Allan Cannon Nichols specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ALPINE, Utah for a consultation.
What are Allan Cannon Nichols's credentials?
Allan Cannon Nichols is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allan Cannon Nichols located?
Allan Cannon Nichols is based in ALPINE, Utah, working with CLIFFORD CAPITAL PARTNERS, LLC. Their office serves clients in the ALPINE metropolitan area and surrounding communities.
How does Allan Cannon Nichols charge for services?
Allan Cannon Nichols's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLIFFORD CAPITAL PARTNERS, LLC?
CLIFFORD CAPITAL PARTNERS, LLC has approximately 10 employees and manages $406M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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