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Robert V Thomas

Alight Financial Advisors, LLC

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About Robert V Thomas

Robert V. Thomas is a financial advisor with Alight Financial Advisors, LLC. Robert has been in the industry since 2019 and holds Series 7TO, Series 63 and Series 66 licenses. Robert works with a variety of clients including high-net-worth individuals, individuals other than high-net-worth and corporations or other businesses. Alight Financial Advisors, LLC is a registered investment adviser that manages approximately $10 billion to $50 billion in assets.

Firm Information

Robert Thomas 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 Thomas’s Registration & Firm History

ID

01/21/2022 - Present

Alight Financial Advisors, LLC (Boise ID)

MN

10/15/2021 - 12/10/2021

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

ID

06/11/2021 - 08/04/2021

MML INVESTORS SERVICES, LLC (Meridian ID)

CO

09/09/2020 - 03/02/2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

CO

05/03/2019 - 08/10/2020

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 07/19/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/10/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/04/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert V Thomas.
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