Robert
Thomas
Alight Financial Advisors, LLC
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About this Advisor
Robert Thomas is a financial advisor based in Boise, Idaho, working with Alight Financial Advisors, LLC. Robert has previously held positions at Cucina Colore, Delivered On LLC, Srp Companies/Pugs Holdings LLC, Energy Resources Marketing, Bubba Gump Shrimp Co, Albertson's LLC, Fidelity Brokerage Services LLC, University of Colorado Denver, TIAA-CREF Individual & Institutional Services, LLC, TIAA, Yard House/Darden Concepts, Champion Window Co of Birmingham, LLC, MassMutual Life Insurance Company, MML Investors Services, LLC, Linen and Loot, Thrivent Financial, Thrivent Investment Management Inc, and Alight Financial Solutions. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Idaho and North Carolina. Currently, Robert is part of Alight Financial Advisors, LLC, which operates out of Boise, Idaho. 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
Robert Thomas Work History
Alight Financial Solutions
Massmutual Life Insurance Company
Mml Investors Services, LLC
Linen And Loot
Thrivent Financial
Thrivent Investment Management Inc
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Fidelity Brokerage Services LLC
Delivered On LLC
Srp Companies/Pugs Holdings LLC
Champion Window Co Of Birmingham, LLC
Energy Resources Marketing
Cucina Colore
Yard House/Darden Concepts
Bubba Gump Shrimp Co
University Of Colorado Denver
Albertson'S LLC
Disclosures
Please visit the SEC profile of Robert Thomas 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
Charlotte, NC
Charlotte, NC
Hilton Head Island, SC
Naples, FL
Charlotte, NC
Waco, TX
Burlington, NC
Palm Bay, FL
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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