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Deborah Boyd Eberhart-wilkinson

Alight Financial Advisors, LLC

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About Deborah Boyd Eberhart-wilkinson

Deborah Eberhart-wilkinson is an investment advisor representative with Alight Financial Advisors, LLC based in Charlotte, NC. Deborah has been in the financial services industry since April 28, 2001. Deborah has a Series 6, Series 7, Series 63 and Series 65 license. Previously, Deborah Eberhart-wilkinson worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and WACHOVIA SECURITIES, INC..

Firm Information

Deborah Eberhart-wilkinson 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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Deborah Eberhart-wilkinson’s Registration & Firm History

NC

03/08/2018 - Present

Alight Financial Advisors, LLC (CHARLOTTE NC)

NC

01/22/2003 - 01/30/2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

MO

06/15/2002 - 01/15/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NC

02/04/2002 - 06/15/2002

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

NC

03/24/1999 - 02/09/2000

WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)

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Licenses & Designations

IA

Issued 01/20/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2005

Series 7 - General Securities Representative Examination

BC

Issued 03/22/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deborah Boyd Eberhart-wilkinson.
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