Kelly Kubera, financial advisor Venetia PA

Kelly Kubera

CRD Number: 5369079
Current Firm: Alight Financial Advisors, LLC

Kelly Kubera (CRD# 5369079) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Venetia, PA and has over 16 years of experience in the finance industry.

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Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Alight Financial Advisors Charlotte, NC Nov 2018 - Current 5
Alight Solutions Pittsburgh, PA Nov 2018 - Current 5
Kathleen S Wright Associates Inc. Pittsburgh, PA Aug 2018 - Oct 2018 < 1
Hewitt Financial Services LLC Charlotte, NC Jun 2013 - Aug 2018 5
Aon Hewitt Financial Advisors LLC Charlotte, NC Jun 2013 - Aug 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Kelly E. Kubera
Phone Number: 866-560-7256
Registered State(s):
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    32,132
    MILLIONS
  • Total Number of Accounts
    228,318
    ACCOUNTS
  • Average Account Value
    $140,734
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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