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Alan Lee Crouse

Alight Financial Advisors, LLC

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About Alan Lee Crouse

Alan Crouse is a financial advisor with Alight Financial Advisors, LLC. Alan is a CERTIFIED FINANCIAL PLANNER™ professional with over 14 years of experience in the financial services industry. Alan helps individuals and families with their financial planning needs, including retirement planning, investment management, and college savings. Alan is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Alan Crouse is currently registered with Alight Financial Advisors, LLC. Alight Financial Advisors, LLC is an investment advisor registered with the SEC and located in Charlotte, NC. The firm manages approximately $10 billion to $50 billion in assets for individuals. They offer a range of services including financial planning, portfolio management, and educational seminars. They are also a participant in wrap fee programs.
Alight Financial Advisors, LLC

9335 HARRIS CORNERS PARKWAY

CHARLOTTE, NC 28269

$33.74B

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Set-up fees and related services

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Alan Crouse’s Registration & Firm History

MI

06/18/2024 - Present

Alight Financial Advisors, LLC (NORTHVILLE MI)

MI

02/20/2018 - 03/31/2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ANN ARBOR MI)

NY

06/14/2012 - 02/13/2018

TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)

MI

03/01/2011 - 05/31/2012

PRIMEVEST FINANCIAL SERVICES, INC. (BEVERLY HILLS MI)

MI

04/13/2009 - 03/10/2011

METLIFE SECURITIES INC. (DETROIT MI)

MI

12/14/2007 - 01/14/2009

RAYMOND JAMES & ASSOCIATES, INC. (PLYMOUTH MI)

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Licenses & Designations

BOTH

Issued 01/03/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/01/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/26/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Lee Crouse.
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