Ethan
Sartain
Alight Financial Advisors, LLC
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About this Advisor
Ethan Sartain is a financial advisor working out of Edmond, Oklahoma. Sartain is on the advisory team at Alight Financial Advisors, LLC. The advisor has gained experience at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Sandhills Bank, Yp LLC, National Basketball Association and Alight Financial Solutions. Sartain maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in North Carolina and Oklahoma. Alight Financial Advisors, LLC is a registered investment business based out of Charlotte, NC. The firm has a total of 60 financial advisors. It manages $31 billion in assets under management among its 238,735 accounts, placing it among the largest firms in the nation by assets under management. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fee schedules largely are based on the services offered. Fees billed by Alight Financial Advisors, LLC may include 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
Ethan Sartain Work History
Ethan has been registered as a financial advisor for 0 years.*
Alight Financial Solutions
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Sandhills Bank
Jpmorgan Chase Bank, N.A
Yp LLC
National Basketball Association
*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 Ethan Sartain 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
Charlotte, NC
Saint Petersburg, FL
Lincolnshire, IL
Waco, TX
Sacramento, CA
Charlotte, NC
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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