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Holly Laraine Gennings

Alight Financial Advisors, LLC

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About Holly Laraine Gennings

Holly Laraine Gennings is a financial advisor who has been in the industry since August 2013. She is currently registered with Alight Financial Advisors, LLC. Holly Laraine Gennings has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, CRG Wealth, LLC, Golden Buffalo Nickel, ABW, LLC formerly ArthurBlakeWealth, LLC, and Holly Gennings, Sole Proprietor. She has experience in the financial services industry and holds multiple licenses and designations, including the Series 66, Series 7, and SIE exams. She is registered with the state of North Carolina and South Carolina.

Firm Information

Holly Gennings 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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Holly Gennings’s Registration & Firm History

NC

06/13/2024 - Present

Alight Financial Advisors, LLC (CHARLOTTE NC)

NC

08/04/2016 - 10/03/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 11/03/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Holly Laraine Gennings.
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