Amgad
Yassa
Alight Financial Advisors, LLC
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About this Advisor
Amgad Yassa is a financial advisor based in Colorado Springs, Colorado, working with Alight Financial Advisors, LLC. Amgad has previously held positions at T. Rowe Price, Alight Financial Solutions, and Alight Solutions. Amgad has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Colorado, Illinois, and North Carolina. Currently, Amgad is part of Alight Financial Advisors, LLC, which operates out of Colorado Springs, Colorado. 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
Services Offered
Fee Structure
Office Location
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Alight Financial Advisors, LLC Brokerage Details
$32,132,173,090
60
228,318
$140,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Amgad Yassa Work History
Alight Financial Solutions
Alight Solutions
T. Rowe Price
Disclosures
Please visit the SEC profile of Amgad Yassa 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
Charlotte, NC
Charlotte, NC
Naples, FL
Burlington, NC
Waco, TX
Austin, TX
Hilton Head Island, SC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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