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 21 - 30 of 57 top financial advisors.
21
Yolanda L. Hines
CRD#: 3178885
7201 University Oaks Drive, Charlotte, NC 28262

Yolanda Hines (CRD# 3178885) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 20 years of experience in the finance industry.

22
Gregory T. Hodges
CRD#: 2321282
7201 University Oaks Drive, Charlotte, NC 28262

Gregory Hodges (CRD# 2321282) 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.

23
Iviana Hornedo
CRD#: 2913603
273 Ponce De Leon Ave, 3rd Floor, San Juan, PR 00918

Iviana Hornedo (CRD# 2913603) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in San Juan, PR and has over 20 years of experience in the finance industry.

24
Oleksandra Ivanova
CRD#: 6420480
7201 University Oaks Drive, Charlotte, NC 28262

Oleksandra Ivanova (CRD# 6420480) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 6 years of experience in the finance industry.

25
Ari Kandel
CRD#: 7041189
Larchmont, NY

Ari Kandel (CRD# 7041189) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Larchmont, NY and has over 2 years of experience in the finance industry.

26
Avery D. Keitt
CRD#: 5745429
7201 University Oaks Drive, Charlotte, NC 28262

Avery Keitt (CRD# 5745429) 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.

27
Tahuna B. Kidd
CRD#: 4380831
7201 University Oaks Drive, Charlotte, NC 28262

Tahuna Kidd (CRD# 4380831) 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.

28
Kelly E. Kubera
CRD#: 5369079
Venetia, PA

Kelly Kubera (CRD# 5369079) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Venetia, PA and has over 13 years of experience in the finance industry.

29
Sean N. Lawrence
CRD#: 3264638
7201 University Oaks Drive, Charlotte, NC 28262

Sean Lawrence (CRD# 3264638) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 20 years of experience in the finance industry.

30
Michael J. Lazzari
CRD#: 6703598
Palm Springs, CA

Michael Lazzari (CRD# 6703598) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Palm Springs, CA and has over 2 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.