Financial ADVSR advisor directory · SEC adviser records
Alight Financial Advisors, LLC financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Alight Financial Advisors, LLC office in Charlotte, A to Z.
The short answer
18 registered advisors work at Alight Financial Advisors, LLC in Charlotte, out of 54 at the firm nationwide; it ranks number 40 in the city by advisors. 3 list the CFP designation and 15 are also registered broker representatives.
Alight Financial Advisors, LLC advisors in Charlotte, A to Z
Every Alight Financial Advisors, LLC advisor →- Amanda J. ChengInvestment adviser rep
- Paul J. FaulknerChartered Financial Consultant · Also a broker rep
- Stephen J. GerekAlso a broker rep
- Allison C. HallCertified Financial Planner · Also a broker rep
- Michael E. KeadyAlso a broker rep
- Sara E. LydayAlso a broker rep
- Ibrahim N. MitiasAlso a broker rep
- Ziad NseirAlso a broker rep
- Sally J. OsborneAlso a broker rep
- Ronald L. PauldingAlso a broker rep
- Faith G. RashAlso a broker rep
- James RussellCertified Financial Planner, Chartered Financial Consultant
- Francis J. SamsCertified Financial Planner · Also a broker rep
- Timothy J. SanfordInvestment adviser rep
- Vinny V. SanhaiAlso a broker rep
- Mary K. SterleAlso a broker rep
- Mark R. VosslerChartered Financial Consultant · Also a broker rep
- Jonathan M. WallsAlso a broker rep
Alight Financial Advisors, LLC advisors in every city and state →Alight Financial Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Alight Financial Advisors, LLC advisors in other cities
Lincolnshire, IL 3Austin, TX 2Arlington, TX 1Beaver, PA 1Braselton, GA 1Burlington, NC 1Colorado Springs, CO 1Conroe, TX 1Davisburg, MI 1Douglassville, PA 1Dunbar, WV 1Easton, PA 1Evanston, IL 1Glendale, AZ 1Greer, SC 1
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 641Merrill Lynch, Pierce, Fenner & Smith Incorporated 434Wells Fargo Clearing Services, LLC 395Tiaa-Cref Individual & Institutional Services, LLC 321UBS Financial Services Inc. 147Truist Advisory Services, Inc. 118LPL Financial LLC 107Ameriprise Financial Services, LLC 102Morgan Stanley 95Strategic Advisers LLC 82Ip Financial Advisory Services LLC 66Principal Advised Services 66
Questions
How many financial advisors does Alight Financial Advisors, LLC have in Charlotte?
18 investment adviser representatives are registered at Alight Financial Advisors, LLC offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 54 nationwide. 3 list the CFP designation and 15 are also registered as broker representatives.
Is Alight Financial Advisors, LLC one of the largest advisor employers in Charlotte?
Alight Financial Advisors, LLC ranks number 40 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 641.
How do I check a Alight Financial Advisors, LLC advisor in Charlotte?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Alight Financial Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.