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Danielle Marie Brinkley

Alight Financial Advisors, LLC

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About Danielle Marie Brinkley

Danielle Brinkley is a financial advisor at Alight Financial Advisors, LLC. Danielle has been in the financial services industry since June 2021 and has experience working with both individuals and institutions. Danielle holds the Series 63, Series 65, and Series 7 licenses, and is registered to provide investment advice in Delaware and North Carolina. Danielle specializes in financial planning, portfolio management, and educational seminars.

Firm Information

Danielle Brinkley 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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Danielle Brinkley’s Registration & Firm History

NC

06/07/2022 - Present

Alight Financial Advisors, LLC (CHARLOTTE NC)

DE

06/07/2021 - 02/19/2022

J.P. MORGAN SECURITIES LLC (Wilmington DE)

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Licenses & Designations

IA

Issued 06/04/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/21/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/07/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Danielle Marie Brinkley.
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