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 41 - 50 of 57 top financial advisors.
41
John E. Patchet
CRD#: 2236531
7201 University Oaks Drive, Charlotte, NC 28262

John Patchet (CRD# 2236531) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.

42
Anna Y. Paul
CRD#: 6322481
7201 University Oaks Drive, Charlotte, NC 28262

Anna Paul (CRD# 6322481) 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.

43
Ronald L. Paulding
CRD#: 4832419
7201 University Oaks Drive, Charlotte, NC 28262

Ronald Paulding (CRD# 4832419) 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.

44
Michael D. Pohlman
CRD#: 2516428
7201 University Oaks Drive, Charlotte, NC 28262

Michael Pohlman (CRD# 2516428) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 26 years of experience in the finance industry.

45
Christopher E. Pompey
CRD#: 4797611
7201 University Oaks Drive, Charlotte, NC 28262

Christopher Pompey (CRD# 4797611) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 16 years of experience in the finance industry. Christopher Pompey 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.

46
Jason M. Roberts
CRD#: 4432594
406 Leo Drive, Beaver, PA 15009

Jason Roberts (CRD# 4432594) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Beaver, PA and has over 18 years of experience in the finance industry.

47
Trevor T. Thomas
CRD#: 5593504
4 Overlook Point, Lincolnshire, IL 60069

Trevor Thomas (CRD# 5593504) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Lincolnshire, IL and has over 12 years of experience in the finance industry.

48
Joseph M. Tieber
CRD#: 3200920
7201 University Oaks Drive, Charlotte, NC 28262

Joseph Tieber (CRD# 3200920) 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.

49
Robert M. Vincic
CRD#: 6581064
4 Overlook Point, Lincolnshire, IL 60069

Robert Vincic (CRD# 6581064) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Lincolnshire, IL and has over 5 years of experience in the finance industry.

50
Jason R. Wagner
CRD#: 6945903
Frmington, CT

Jason Wagner (CRD# 6945903) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Frmington, CT and has over 2 years of experience in the finance industry.

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