Anise Kayley Faircloth

Employer firm

Berg Faircloth Investment Advisors CRD 118673

$41.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → Present
  United Planners' Financial Services
  Scottsdale, AZ
• 03/2012 → Present
  Berg Faircloth Investment Advisors
  Leesburg, VA
• 09/2013 → Present
  Berg Faircloth Advisors Corp.
  Leeburg, VA
• 02/2010 → Present
  Berg Faircloth Investment Advisors Corp.
  Leesburg, VA

Other Businesses

ANISE KAYLEY FAIRCLOTH IS A FIRM ADMINISTRATOR FOR BERG FAIRCLOTH & COMPANY, AN ACCOUNTING FIRM. LOCATED AT 44135 WOODRIDGE PARKWAY, SUITE 200,LEESBURG, VA 20176. START DATE: 02-04-2009. HOURS DEVOTED TO BUSINESS DURING TRADING HOURS:2 HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS:0 PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS:30%.

Other Names

• Anise K. Black
• Annie Faircloth
• Anise Kayley Black