Kelly
Kubera
Alight Financial Advisors, LLC
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About this Advisor
Kelly Kubera is a financial advisor who works out of Venetia, Pennsylvania, with a total of 5 years of industry experience. Kubera is an advisor for Alight Financial Advisors, LLC. Kubera has gained experience at Pnc Investments, Hewitt Financial Services LLC, Aon Hewitt Financial Advisors LLC, Kathleen S Wright Associates Inc, Alight Financial Advisors and Alight Solutions. Kubera maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to operate in North Carolina and Pennsylvania. 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 advisors. It manages $31 billion in total assets between its 238,735 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management depend on which services the firm provides the client. Fee types charged by Alight Financial Advisors, LLC can 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
Kelly Kubera Work History
Kelly has been registered as a financial advisor for 5 years.*
Alight Financial Advisors
Alight Solutions
Kathleen S Wright Associates Inc
Hewitt Financial Services LLC
Aon Hewitt Financial Advisors LLC
Pnc Investments
*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 Kelly Kubera 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
Lincolnshire, IL
Charlotte, NC
Waco, TX
Charlotte, NC
Saint Petersburg, FL
Charlotte, NC
Orlando, FL
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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