Alight Financial Advisors, LLC

Alight Financial Advisors, LLC (CRD# 158744) is a financial advisory firm headquartered in Charlotte, NC. They manage $30,803,228,222 in 238,735 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    30,803
    MILLION
  • Total Number of Accounts
    238,735
    ACCOUNTS
  • Average Account Value
    $129,027
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
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 42 top financial advisors.
31
Cesar R. Bernal
CRD#: 5986183
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Cesar Bernal (CRD# 5986183) 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.

32
Trisel Y. Blau
CRD#: 4190348
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Trisel Blau (CRD# 4190348) 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
Danielle M. Brinkley
CRD#: 7372138
Magnolia, DE

Danielle Brinkley (CRD# 7372138) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Magnolia, DE and has over 2 years of experience in the finance industry.

34
Rebekah A. Campbell
CRD#: 6908053
Sebastian, FL

Rebekah Campbell (CRD# 6908053) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Sebastian, FL and has over 5 years of experience in the finance industry.

35
John M. Curran
CRD#: 2383660
960 Talbott Ln, Apt 1311, Fort Worth, TX 76102

John Curran (CRD# 2383660) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Fort Worth, TX and has over 30 years of experience in the finance industry.

36
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 5 years of experience in the finance industry.

37
Kyle P. Grevengoed
CRD#: 7078212
Holland, MI

Kyle Grevengoed (CRD# 7078212) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Holland, MI and has over 5 years of experience in the finance industry.

38
Katherine G. Mazzucco
CRD#: 6921325
Charlotte, NC

Katherine Mazzucco (CRD# 6921325) 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.

39
Ibrahim N. Mitias
CRD#: 7279406
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Ibrahim Mitias (CRD# 7279406) 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.

40
Francis J. Sams
CRD#: 1485847
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Francis Sams (CRD# 1485847) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 31 years of experience in the finance industry.

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