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
Ethan Sartain (CRD# 7310301) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Edmond, OK 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 Boise, ID and has over 4 years of experience in the finance industry.