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Nicole Mcafee Phelan is a financial advisor professional located in Parrish, FL. They specialize in financial advisory.
Nicole Mcafee Phelan - Concierge Financial Advisor Llc holds an active professional license (FINRA CRD) for your protection.
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Nicole Mcafee Phelan operates Concierge Financial Advisor LLC in Parrish, Florida. The practice holds FINRA CRD registration number 7369342, which permits participation in securities and investment advisory activities under Financial Industry Regulatory Authority oversight. The business provides financial advisory services to clients in the region.
FINRA CRD (Central Registration Depository) registration indicates that Nicole Mcafee Phelan is registered with the Financial Industry Regulatory Authority, the primary regulator of securities firms and brokers in the United States. This registration means the advisor has met FINRA's qualification requirements and operates under its rules and compliance framework. FINRA-registered advisors must maintain continuing education standards and are subject to regulatory oversight and disciplinary procedures, which protects clients engaging in securities and investment advisory services.