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 41 - 42 of 42 top financial advisors.
41
Ethan L. Sartain
CRD#: 7310301
Edmond, OK

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.

42
Robert V. Thomas
CRD#: 7074517
Boise, ID

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.

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