Alight Financial Advisors, LLC
Alight Financial Advisors, LLC (CRD# 158744) is a financial advisory firm headquartered in Charlotte, NC. They manage $32,132,173,090 in 228,318 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management32,132MILLION
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Total Number of Accounts228,318ACCOUNTS
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Average Account Value$140,734
- 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
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.
Stephen Gerek (CRD# 1328362) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Ponte Vedra Beach, FL and has over 39 years of experience in the finance industry.
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.
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.
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.
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.
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.
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.
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.
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.