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Robert Michael Norris

Alight Financial Advisors, LLC

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About Robert Michael Norris

Robert Michael Norris is a financial advisor with over 23 years of experience in the industry. Robert Norris is currently registered with Alight Financial Advisors, LLC and has been with the firm since November 2011. Prior to this, Robert Norris worked at Hewitt Financial Services LLC and Hewitt Associates LLC. Robert Norris is registered in 52 states and 2 territories, and holds multiple securities licenses and designations. Robert Norris provides financial planning, portfolio management and educational seminars to individuals and families.

Firm Information

Robert Norris 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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Robert Norris’s Registration & Firm History

NC

11/29/2011 - Present

Alight Financial Advisors, LLC (CHARLOTTE NC)

NC

01/03/2006 - 02/28/2006

E*TRADE SECURITIES LLC (CHARLOTTE NC)

NJ

07/01/1999 - 12/31/2005

HARRISDIRECT LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 12/06/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2006

Series 4 - Registered Options Principal Examination

BC

Issued 03/26/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Michael Norris.
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