Alight Financial Advisors, LLC

Alight Financial Advisors, LLC (CRD# 158744) is a financial advisory firm headquartered in Charlotte, NC. They manage $32,116,659,131 in 232,157 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    32,117
    MILLION
  • Total Number of Accounts
    232,157
    ACCOUNTS
  • Average Account Value
    $138,340
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 46 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 13 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 10 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 21 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 22 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 28 years of experience in the finance industry.

6
Kara J. Brisson
CRD#: 6422657
Chuluota, FL

Kara Brisson (CRD# 6422657) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Chuluota, FL and has over 7 years of experience in the finance industry.

7
Robert M. Bruzik
CRD#: 1833112
Charlotte, NC

Robert Bruzik (CRD# 1833112) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 25 years of experience in the finance industry. Robert Bruzik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
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 9 years of experience in the finance industry.

9
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 23 years of experience in the finance industry.

10
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 28 years of experience in the finance industry.

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