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 1 - 10 of 57 top financial advisors.
1
Ronald W. Baker
CRD#: 2098564
7201 University Oaks Drive, Charlotte, NC 28262

Ronald Baker (CRD# 2098564) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 11 years of experience in the finance industry.

2
Zachary D. Ballard
CRD#: 6077383
3825 Blazing Star Dr, Orlando, FL 32828

Zachary Ballard (CRD# 6077383) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Orlando, FL and has over 8 years of experience in the finance industry.

3
Jeffrey J. Barling
CRD#: 4292041
Vacaville, CA

Jeffrey Barling (CRD# 4292041) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Vacaville, CA and has over 20 years of experience in the finance industry.

4
Benton H. Barron
CRD#: 5652359
7201 University Oaks Drive, Charlotte, NC 28262

Benton Barron (CRD# 5652359) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 7 years of experience in the finance industry.

5
Timothy P. Barry
CRD#: 4082369
Cincinatti, OH

Timothy Barry (CRD# 4082369) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Cincinatti, OH and has over 21 years of experience in the finance industry.

6
Michael K. Bartgis
CRD#: 2284952
7201 University Oaks Drive, Charlotte, NC 28262

Michael Bartgis (CRD# 2284952) 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.

7
Kelly S. Bielski
CRD#: 2451975
7201 University Oaks Drive, Charlotte, NC 28262

Kelly Bielski (CRD# 2451975) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 27 years of experience in the finance industry.

8
Kara J. Brisson
CRD#: 6422657
Chuluota, FL

Kara Brisson (CRD# 6422657) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Chuluota, FL and has over 6 years of experience in the finance industry.

9
Heather A. Brountas
CRD#: 3055206
7201 University Oaks Drive, Charlotte, NC 28262

Heather Brountas (CRD# 3055206) 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. Heather Brountas 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.

10
Amanda J. Cheng
CRD#: 6244273
7201 University Oaks Drive, Charlotte, NC 28262

Amanda Cheng (CRD# 6244273) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 7 years of experience in the finance industry.

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