Alight Financial Advisors, LLC
Alight Financial Advisors, LLC (CRD# 158744) is a financial advisory firm headquartered in Charlotte, NC. They manage $32,132,173,090 in 228,318 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management32,132MILLION
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Total Number of Accounts228,318ACCOUNTS
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Average Account Value$140,734
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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
Ronald Paulding (CRD# 4832419) 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.
Michael Pohlman (CRD# 2516428) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 29 years of experience in the finance industry.
Jason Roberts (CRD# 4432594) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Beaver, PA and has over 21 years of experience in the finance industry.
J. Adam Swarr (CRD# 5993607) is an Financial Associate working at Thrivent Financial in Elizabethtown, PA and has over 5 years of experience in the finance industry.
Thrivent Financial is a not-for-profit, membership organization of Christians – and we're starting a new conversation about money. We see money as a tool, not a goal. Our unique approach to blending faith, finances and generosity helps our members thrive, but that's only part of our story. We also support programs that help build stronger families, churches and communities. You could call it a fresh way to think about money. We call it The Thrivent Way. We create financial strategies that help Christians be wise with money and live generously. We offer a broad range of financial products and services, including life insurance, annuities and mutual funds, plus tailored guidance from financial representatives nationwide. For more than a century, we've helped our member-owners show God's love to others by being good stewards of the gifts they've been given..
Trevor Thomas (CRD# 5593504) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Lincolnshire, IL and has over 15 years of experience in the finance industry.
Robert Vincic (CRD# 6581064) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Lincolnshire, IL and has over 8 years of experience in the finance industry.
Alisha Waters (CRD# 6746267) 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.
Amgad Yassa (CRD# 6200509) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 9 years of experience in the finance industry.
Jason Akers (CRD# 6980195) 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.
Joshua Bauder (CRD# 4403687) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Douglassville, PA and has over 22 years of experience in the finance industry.