John
Macdavitt

Alight Financial Advisors, LLC

CRD#6731768
Investment Advisor
in Palm Bay, FL

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About this Advisor

John Macdavitt is a financial advisor working in Palm Bay, Florida who has 1 year of industry experience. Macdavitt is an advisor for Alight Financial Advisors, LLC. Over the course of their career, they have held roles at Heron Financial Parters, Inc, Health First, Inc, Lacosta Pawn And Jewelry, Department Of Defense/ U.S. Navy, N/A, Cetera Advisors, Hpp Tax Alliance, Royal Alliance, Ifp Securities LLC and Alight Financial Advisors. Macdavitt has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Florida and North Carolina. Alight Financial Advisors, LLC is a business that has its headquarters in Charlotte, NC. It has a total of 60 financial advisors. It has $31 billion in assets under management between its 238,735 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advice typically depend on the type of services provided. However, fee types billed by Alight Financial Advisors, LLC most likely are comprised of some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Palm Bay, FL

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Alight Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$30,803,228,222

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

60

FL Average: 22
Total Number of Accounts

238,735

FL Average: 1,917
Average Account Size

$129,027

FL Average: $1,890,985

Investment Advisory Services

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

John Macdavitt Work History

John has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Alight Financial Advisors

2021 - 2022 (1 year)

Ifp Securities LLC

2019 - 2021 (2 years)

Royal Alliance

2018 - 2019 (1 year)

Cetera Advisors

2018 - 2021 (3 years)

Hpp Tax Alliance

2016 - 2021 (5 years)

Heron Financial Parters, Inc

2014 - 2017 (3 years)

Health First, Inc

2014 - 2014 (< 1 year)

N/A

2013 - 2014 (1 year)

Lacosta Pawn And Jewelry

2008 - 2013 (5 years)

Department Of Defense/ U.S. Navy

*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 John Macdavitt 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

Ronald Paulding
Charlotte, NC
Jarret Roberts
Saint Petersburg, FL
Robert Vincic
Lincolnshire, IL
Jarrod Means
Waco, TX
Jeffrey Swarr
Charlotte, NC
Stephen Gerek
Charlotte, NC
Jeffrey Barling
Vacaville, CA
Ronald Baker
Charlotte, NC

The content in this profile was updated by SmartAsset on 4/16/2023. 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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