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 11 - 20 of 42 top financial advisors.
11
Jeremy J. Fritz
CRD#: 3261871
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Jeremy Fritz (CRD# 3261871) 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.

12
Stephen J. Gerek
CRD#: 1328362
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Stephen Gerek (CRD# 1328362) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 39 years of experience in the finance industry.

13
Allison C. Hall
CRD#: 5698451
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Allison Hall (CRD# 5698451) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 14 years of experience in the finance industry.

14
Avery D. Keitt
CRD#: 5745429
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Avery Keitt (CRD# 5745429) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 10 years of experience in the finance industry.

15
Kelly E. Kubera
CRD#: 5369079
Venetia, PA

Kelly Kubera (CRD# 5369079) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Venetia, PA and has over 16 years of experience in the finance industry.

16
Ingrid Lema
CRD#: 2766655
4 Overlook Point, Lincolnshire, IL 60069

Ingrid Lema (CRD# 2766655) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Lincolnshire, IL and has over 24 years of experience in the finance industry.

17
Kenje M. Mallot
CRD#: 4279713
4 Overlook Point, Lincolnshire, IL 60069

Kenje Mallot (CRD# 4279713) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Lincolnshire, IL and has over 12 years of experience in the finance industry.

18
Jeremy D. McCord
CRD#: 4484932
Sacramento, CA

Jeremy McCord (CRD# 4484932) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Sacramento, CA and has over 21 years of experience in the finance industry.

19
Scott A. Miller
CRD#: 5736418
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Scott Miller (CRD# 5736418) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 14 years of experience in the finance industry.

20
Robert M. Norris
CRD#: 3230268
4828 Parkway Plaza Blvd, Suite 100, Charlotte, NC 28217

Robert Norris (CRD# 3230268) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 24 years of experience in the finance industry.

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