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Matthew Wade Deemer

Alight Financial Advisors, LLC

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About Matthew Wade Deemer

Matthew Wade Deemer is a financial advisor with Alight Financial Advisors, LLC. Matthew has been in the financial services industry since 2017. He is registered in 52 states and two jurisdictions as a broker-dealer and investment advisor. Matthew holds licenses to sell securities and provide investment advisory services in the states of North Carolina and West Virginia. Matthew has a strong background in financial planning and portfolio management.

Firm Information

Matthew Deemer 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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Matthew Deemer’s Registration & Firm History

NC

06/18/2024 - Present

Alight Financial Advisors, LLC (CHARLOTTE NC)

WV

06/27/2017 - 02/14/2022

THE HUNTINGTON INVESTMENT COMPANY (SOUTH CHARLESTON WV)

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Licenses & Designations

IA

Issued 06/01/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/18/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Wade Deemer.
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