Allan Cannon Nichols

Employer firm

Lone Peak Global Investors, LLC CRD 153956

$598M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• PROVIDE MODEL PORTFOLIO RECOMMENDATIONS

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

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

Current Employers

Employment History

• 04/2014 → 05/2017
  Morningstar Benelux
  Amsterdam
• 06/2017 → 05/2019
  Morningstar, Inc.
  Chicago, IL
• 06/2019 → Present
  Clifford Capital Partners
  Alpine, UT

Other Businesses

Mr. Nichols has owned Nichols Properties since 2011, which owns one rental property located in Salt Lake City, Utah. He spends approximately 6 hours per month on the business, most of which occur outside of business hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-03-18

Designations

• Chartered Financial Analyst