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Winfield Scott Evens

Alight Financial Advisors, LLC

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About Winfield Scott Evens

Winfield Scott Evens is a financial advisor registered with Alight Financial Advisors, LLC. Winfield has been in the financial industry since 1994. Winfield Evens is also registered with the state of Illinois as an Investment Advisor Representative. Winfield Evens is a Chartered Financial Analyst. Winfield Evens has been employed with Alight Solutions since May of 2017. Winfield Evens specializes in financial planning, portfolio management for individuals, and educational seminars. Winfield Evens is also a registered Investment Advisor Representative in North Carolina.

Firm Information

Winfield Evens 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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Winfield Evens’s Registration & Firm History

IL

07/19/2018 - Present

Alight Financial Advisors, LLC (Lincolnshire IL)

ME

03/17/2006 - 12/31/2006

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

IL

12/21/1994 - 04/06/2004

HEWITT FINANCIAL SERVICES LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 12/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Winfield Scott Evens.
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