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
Ethan Sartain (CRD# 7310301) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 3 years of experience in the finance industry.
Robert Thomas (CRD# 7074517) 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.