Alight Financial Advisors, LLC

Alight Financial Advisors, LLC (CRD# 158744) is a financial advisory firm headquartered in Charlotte, NC. They manage $31,653,626,959 in 225,555 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    31,654
    MILLION
  • Total Number of Accounts
    225,555
    ACCOUNTS
  • Average Account Value
    $140,337
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 11 - 20 of 57 top financial advisors.
11
Ruth A. Dimmett
CRD#: 6070251
Charlotte, NC

Ruth Dimmett (CRD# 6070251) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 7 years of experience in the finance industry.

12
Deborah B. Eberhart-Wilkinson
CRD#: 3199089
7201 University Oaks Drive, Charlotte, NC 28262

Deborah Eberhart-Wilkinson (CRD# 3199089) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.

13
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 26 years of experience in the finance industry.

14
Paul J. Faulkner
CRD#: 1904004
7201 University Oaks Drive, Charlotte, NC 28262

Paul Faulkner (CRD# 1904004) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 18 years of experience in the finance industry.

15
Michael G. Fox
CRD#: 4521329
7201 University Oaks Drive, Charlotte, NC 28262

Michael Fox (CRD# 4521329) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 19 years of experience in the finance industry.

16
Jeremy J. Fritz
CRD#: 3261871
7201 University Oaks Drive, Charlotte, NC 28262

Jeremy Fritz (CRD# 3261871) 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.

17
Brian D. Fylak
CRD#: 1103143
7201 University Oaks Drive, Charlotte, NC 28262

Brian Fylak (CRD# 1103143) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 33 years of experience in the finance industry.

18
Stephen J. Gerek
CRD#: 1328362
7201 University Oaks Drive, Charlotte, NC 28262

Stephen Gerek (CRD# 1328362) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 36 years of experience in the finance industry.

19
John V. Gillespie
CRD#: 4738688
7201 University Oaks Drive, Charlotte, NC 28262

John Gillespie (CRD# 4738688) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.

20
Phillip M. Goodman
CRD#: 1702920
7201 University Oaks Drive, Charlotte, NC 28262

Phillip Goodman (CRD# 1702920) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 33 years of experience in the finance industry.

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