Alight Financial Advisors, LLC

Alight Financial Advisors, LLC (CRD# 158744) is a financial advisory firm headquartered in Charlotte, NC. They manage $30,803,228,222 in 238,735 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    30,803
    MILLION
  • Total Number of Accounts
    238,735
    ACCOUNTS
  • Average Account Value
    $129,027
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Alight Financial Advisors, LLC
Showing 1 - 10 of 43 top financial advisors.
1
Ronald W. Baker
CRD#: 2098564
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Ronald Baker (CRD# 2098564) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 14 years of experience in the finance industry.

2
Zachary D. Ballard
CRD#: 6077383
3825 Blazing Star Dr, Orlando, FL 32828

Zachary Ballard (CRD# 6077383) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Orlando, FL and has over 11 years of experience in the finance industry.

3
Jeffrey J. Barling
CRD#: 4292041
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Jeffrey Barling (CRD# 4292041) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 23 years of experience in the finance industry.

4
Timothy P. Barry
CRD#: 4082369
Cincinnati, OH

Timothy Barry (CRD# 4082369) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.

5
Kelly S. Bielski
CRD#: 2451975
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Kelly Bielski (CRD# 2451975) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 29 years of experience in the finance industry.

6
Amanda J. Cheng
CRD#: 6244273
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Amanda Cheng (CRD# 6244273) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 10 years of experience in the finance industry.

7
Deborah B. Eberhart-Wilkinson
CRD#: 3199089
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Deborah Eberhart-Wilkinson (CRD# 3199089) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 24 years of experience in the finance industry.

8
Winfield S. Evens
CRD#: 2519380
4 Overlook Point, Lincolnshire, IL 60069

Winfield Evens (CRD# 2519380) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Lincolnshire, IL and has over 29 years of experience in the finance industry.

9
Paul J. Faulkner
CRD#: 1904004
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Paul Faulkner (CRD# 1904004) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 21 years of experience in the finance industry.

10
Michael G. Fox
CRD#: 4521329
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Michael Fox (CRD# 4521329) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 21 years of experience in the finance industry.

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