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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.