Robert
Thomas
Alight Financial Advisors, LLC
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About this Advisor
Robert Thomas is a financial advisor operating in Boise, Idaho who has 1 year of industry experience. Thomas currently works for Alight Financial Advisors, LLC. Their career trajectory has included roles 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, Bishop Kelly High School, 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. Thomas maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and can advise clients in Idaho and North Carolina. Alight Financial Advisors, LLC is a business that has its headquarters in Charlotte, NC. The investment advisory business has a total of 60 people on staff. It oversees $31 billion in total assets across its 238,735 accounts, making it one of the largest firms in the nation by assets under management. Alight Financial Advisors, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees typically depend on which services the firm provides the client. However, fee types billed by Alight Financial Advisors, LLC 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
Robert Thomas Work History
Robert has been registered as a financial advisor for 1 years.*
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
Bishop Kelly High School
*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 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
Waco, TX
Lincolnshire, IL
Charlotte, NC
Saint Petersburg, FL
Charlotte, NC
Charlotte, NC
Orlando, FL
Austin, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
