Jeremy
Mccord
Alight Financial Advisors, LLC
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About this Advisor
Jeremy Mccord is a financial advisor operating in Sacramento, California with a total of 3 years of relevant experience. Mccord currently works for Alight Financial Advisors, LLC. Throughout their career, Mccord has worked at Alight Financial Advisors. Mccord maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California and North Carolina. Alight Financial Advisors, LLC is a financial advisory business that has its headquarters in Charlotte, NC. It has a total of 60 employees. It has $31 billion in assets between its 238,735 accounts, placing it among the biggest firms in the nation by assets under management. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees billed by Alight Financial Advisors, LLC most likely are comprised of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alight Financial Advisors, LLC Brokerage Details
$30,803,228,222
60
238,735
$129,027
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jeremy Mccord Work History
Jeremy has been registered as a financial advisor for 3 years.*
Alight Financial Advisors
Alight Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy Mccord 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
Lincolnshire, IL
Saint Petersburg, FL
Charlotte, NC
Charlotte, NC
Waco, TX
Charlotte, NC
Charlotte, NC
Austin, TX
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