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 31 - 40 of 57 top financial advisors.
31
Ingrid Lema
CRD#: 2766655
4 Overlook Point, Lincolnshire, IL 60069

Ingrid Lema (CRD# 2766655) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Lincolnshire, IL and has over 21 years of experience in the finance industry.

32
Arlene N. Lewis-Leader
CRD#: 2048299
7201 University Oaks Drive, Charlotte, NC 28262

Arlene Lewis-Leader (CRD# 2048299) 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.

33
John J. Luna
CRD#: 4693482
Charlotte, NC

John Luna (CRD# 4693482) 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. John Luna 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.

34
Catheryn C. Maier
CRD#: 5220437
7201 University Oaks Drive, Charlotte, NC 28262

Catheryn Maier (CRD# 5220437) 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.

35
Kenje M. Mallot
CRD#: 4279713
4 Overlook Point, Lincolnshire, IL 60069

Kenje Mallot (CRD# 4279713) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Lincolnshire, IL and has over 10 years of experience in the finance industry.

36
Joseph Marrs
CRD#: 2989325
Minneapolis, MN

Joseph Marrs (CRD# 2989325) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Minneapolis, MN and has over 22 years of experience in the finance industry.

37
Jeremy D. McCord
CRD#: 4484932
Sacramento, CA

Jeremy McCord (CRD# 4484932) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Sacramento, CA and has over 18 years of experience in the finance industry.

38
Scott A. Miller
CRD#: 5736418
7201 University Oaks Drive, Charlotte, NC 28262

Scott Miller (CRD# 5736418) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 11 years of experience in the finance industry.

39
Omar E. Mims
CRD#: 6645995
7201 University Oaks Drive, Charlotte, NC 28262

Omar Mims (CRD# 6645995) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 4 years of experience in the finance industry.

40
Robert M. Norris
CRD#: 3230268
7201 University Oaks Drive, Charlotte, NC 28262

Robert Norris (CRD# 3230268) 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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