Invested Better
Unclaimed

Unclaimed

Unclaimed

Trevor Tyson Thomas

Alight Financial Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Trevor? Claim Your Profile

About Trevor Tyson Thomas

Trevor Tyson Thomas is a registered representative with Alight Financial Advisors, LLC. Trevor has been in the financial services industry since 2009 and holds the Series 66, Series 7, and SIE licenses. Trevor's previous experience includes roles at AXA Advisors, LLC, and AON HEWITT FINANCIAL ADVISORS. Trevor is currently registered with the state of Illinois and North Carolina.

Firm Information

Trevor 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Set-up fees and related services

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Trevor Thomas’s Registration & Firm History

IL

09/25/2015 - Present

Alight Financial Advisors, LLC (LINCOLNSHIRE IL)

IL

12/05/2008 - 04/30/2015

AXA ADVISORS, LLC (DEERFIELD IL)

Not sure if Trevor Tyson Thomas is right for you?

Licenses & Designations

BOTH

Issued 02/10/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Trevor Tyson Thomas. Review regulatory record here.
Not sure if Trevor Tyson Thomas is right for you?