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).
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Total Assets Under Management30,803MILLION
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Total Number of Accounts238,735ACCOUNTS
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Average Account Value$129,027
- 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 Baker (CRD# 2098564) 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.
Zachary Ballard (CRD# 6077383) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Orlando, FL and has over 11 years of experience in the finance industry.
Jeffrey Barling (CRD# 4292041) 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.
Timothy Barry (CRD# 4082369) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.
Kelly Bielski (CRD# 2451975) 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.
Amanda Cheng (CRD# 6244273) 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.
Deborah Eberhart-Wilkinson (CRD# 3199089) 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.
Winfield Evens (CRD# 2519380) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Lincolnshire, IL and has over 29 years of experience in the finance industry.
Paul Faulkner (CRD# 1904004) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 21 years of experience in the finance industry.
Michael Fox (CRD# 4521329) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 21 years of experience in the finance industry.