Jeffrey
Barling

Alight Financial Advisors, LLC

CRD#4292041
Investment Advisor
in Vacaville, CA

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About this Advisor

Jeffrey Barling is a financial advisor based in Vacaville, California, working with Alight Financial Advisors, LLC. Jeffrey has previously held a position at Hewitt Financial Services LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jeffrey is part of Alight Financial Advisors, LLC, which operates out of Vacaville, California. The firm has 1 office and 60 employees. The firm manages assets totaling $32.1 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Alight Financial Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Vacaville, CA

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Alight Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$32,132,173,090

CA Average: $3,625,019,099
Total Number of Employees

60

CA Average: 22
Total Number of Accounts

228,318

CA Average: 1,917
Average Account Size

$140,734

CA Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jeffrey Barling Work History

2012 - Present (13 years)

Hewitt Financial Services LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jeffrey Barling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alight Financial Advisors, LLC

Evan Von Waldner
Hilton Head Island, SC
Michael Cannizzaro
Naples, FL
Jason Akers
Burlington, NC
Joseph Nielsen
Charlotte, NC
Jarrod Means
Waco, TX
Sisi Loudon
Austin, TX
Avery Keitt
Charlotte, NC
John Macdavitt
Palm Bay, FL

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