James
Wynn
Alight Financial Advisors, LLC
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About this Advisor
James Wynn is a financial advisor based in Charlotte, North Carolina, working with Alight Financial Advisors, LLC. James has previously held positions at Ae Wealth Management, LLC, Lord And Richards, Upstate Exterior Experts, LLC, Forwarding People, LLC, Southern Advertising, Spill The Beans, Bob Jones Academy, Bob Jones University, and Alight Financial Advisors. James has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina and South Carolina. Currently, James 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
James Wynn Work History
Alight Financial Advisors
Ae Wealth Management, LLC
Lord And Richards
Upstate Exterior Experts, LLC
Forwarding People, LLC
Southern Advertising
Bob Jones University
Spill The Beans
Bob Jones Academy
Disclosures
Please visit the SEC profile of James Wynn 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
Naples, FL
Waco, TX
Austin, TX
Charlotte, NC
Lincolnshire, IL
Palm Bay, FL
Charlotte, NC
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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