Holly
Gennings

Alight Financial Advisors, LLC

CRD#6635246
Investment Advisor
in Rock Hill, SC

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About this Advisor

Holly Gennings is a financial advisor based in Rock Hill, South Carolina, working with Alight Financial Advisors, LLC. Holly has previously held positions at Bank Of America, Merrill Lynch, Pierce, Fenner & Smith, Crg Wealth, LLC, Golden Buffalo Nickel, Abw, LLC Formerly Arthurblakewealth, LLC, Holly Gennings, Sole Proprietor, and Alight Financial Solutions. Holly has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and South Carolina. Currently, Holly is part of Alight Financial Advisors, LLC, which operates out of Rock Hill, South 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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Rock Hill, SC

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Alight Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$32,132,173,090

SC Average: $3,625,019,099
Total Number of Employees

60

SC Average: 22
Total Number of Accounts

228,318

SC Average: 1,917
Average Account Size

$140,734

SC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Holly Gennings Work History

2024 - Present (1 year)

Alight Financial Solutions

2020 - 2023 (3 years)

Abw, LLC Formerly Arthurblakewealth, LLC

2019 - 2020 (1 year)

Crg Wealth, LLC

2017 - 2023 (6 years)

Golden Buffalo Nickel

2017 - 2023 (6 years)

Holly Gennings, Sole Proprietor

2016 - 2017 (1 year)

Merrill Lynch, Pierce, Fenner & Smith

2016 - 2017 (1 year)

Merrill Lynch, Pierce, Fenner & Smith

2013 - 2016 (3 years)

Bank Of America

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Disclosures

Please visit the SEC profile of Holly Gennings 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

Kenje Mallot
Lincolnshire, IL
Michael Cannizzaro
Naples, FL
Joseph Nielsen
Charlotte, NC
Avery Keitt
Charlotte, NC
Faith Rash
Charlotte, NC
John Macdavitt
Palm Bay, FL
Jarrod Means
Waco, TX
Jason Akers
Burlington, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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