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Zachary Daniel Ballard

Alight Financial Advisors, LLC

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About Zachary Daniel Ballard

Zachary Daniel Ballard is a financial advisor with Alight Financial Advisors, LLC. He is registered in Florida as an investment advisor representative and a broker. Zachary has been in the financial services industry since August 2012. He holds the Series 63, 65, 7 and SIE exams and is licensed in Florida. His specializations include retirement planning, investment management, and insurance planning. Zachary works with a variety of clients, including individuals, families, and businesses. He is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Zachary Ballard 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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Zachary Ballard’s Registration & Firm History

FL

08/16/2012 - Present

Alight Financial Advisors, LLC (ORLANDO FL)

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Licenses & Designations

BC

Issued 09/04/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/16/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Daniel Ballard.
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