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 51 - 57 of 57 top financial advisors.
51
Alisha Waters
CRD#: 6746267
7201 University Oaks Drive, Charlotte, NC 28262

Alisha Waters (CRD# 6746267) 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.

52
Susan Barsnica
CRD#: 6551291
7201 University Oaks Drive, Charlotte, NC 28262

Susan Barsnica (CRD# 6551291) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 5 years of experience in the finance industry.

53
Joshua A. Bauder
CRD#: 4403687
Douglassville, PA

Joshua Bauder (CRD# 4403687) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Douglassville, PA and has over 19 years of experience in the finance industry.

54
Brett M. Carow
CRD#: 6749315
7201 University Oaks Drive, Charlotte, NC 28262

Brett Carow (CRD# 6749315) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 2 years of experience in the finance industry.

55
Jason M. Delong
CRD#: 6945948
Braselton, GA

Jason Delong (CRD# 6945948) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Braselton, GA and has over 2 years of experience in the finance industry.

56
Francis J. Sams
CRD#: 1485847
7201 University Oaks Drive, Charlotte, NC 28262

Francis Sams (CRD# 1485847) 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. Francis Sams 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.

57
Jonathan H. Smith
CRD#: 5443091
7201 University Oaks Drive, Charlotte, NC 28262

Jonathan Smith (CRD# 5443091) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 12 years of experience in the finance industry.

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