Cesar
Bernal
Alight Financial Advisors, LLC
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About this Advisor
Cesar Bernal is a financial advisor based in Charlotte, North Carolina, working with Alight Financial Advisors, LLC. Cesar has previously held positions at Valic Financial Advisors, Inc, Mutual Of Omaha Investor Services, Regions Bank, Cetera Investment Services LLC, Alight Financial Advisors LLC, Td Bank, J.P. Morgan Securities LLC, and Jp Morgan Chase Bank. Cesar has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and North Carolina. Currently, Cesar is part of Alight Financial Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 60 employees. The firm manages assets totaling $32.1 billion and offers services including 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
Cesar Bernal Work History
Alight Financial Advisors LLC
Cetera Investment Services LLC
Td Bank
Mutual Of Omaha Investor Services
Regions Bank
Valic Financial Advisors, Inc
J.P. Morgan Securities LLC
Jp Morgan Chase Bank
Disclosures
Please visit the SEC profile of Cesar Bernal 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
Waco, TX
Naples, FL
Austin, TX
Charlotte, NC
Burlington, NC
Hilton Head Island, SC
Charlotte, NC
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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