Robert
Vincic
Alight Financial Advisors, LLC
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About this Advisor
Robert Vincic is a financial advisor operating out of Lincolnshire, Illinois who has 7 years of industry experience. Vincic currently works for Alight Financial Advisors, LLC. Their career trajectory has included roles at Aon Hewitt Financial Advisors, LLC and Aon Hewitt. Vincic holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Illinois. Alight Financial Advisors, LLC is a registered investment business that has its headquarters in Charlotte, NC. The investment advisory business has a total of 60 people on staff. It controls $31 billion in assets among its 238,735 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fee schedules usually are based on the type of financial services provided. Fee types billed by Alight Financial Advisors, LLC can be comprised 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 Vincic Work History
Robert has been registered as a financial advisor for 7 years.*
Aon Hewitt Financial Advisors, LLC
Aon Hewitt
*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 Vincic 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
Saint Petersburg, FL
Waco, TX
Charlotte, NC
Charlotte, NC
Lincolnshire, IL
Charlotte, NC
Charlotte, NC
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