James Russell
Investment adviser representative at Alight Financial Advisors, LLC
9 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$35.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- Alight Financial Advisors, LLCOct 2025 to now
- UnemployedJul 2025 to Oct 2025
- Florida Financial Advisors dba Four Corners Financial AdvisorsApr 2025 to Jul 2025
- UnemployedJul 2023 to Apr 2025
- Brightside BenefitSep 2018 to Jul 2023
- UnemployedAug 2017 to Sep 2018
- Penske Automotive Group (bmw North Scottsdale)Jun 2016 to Aug 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (AZ, NC).
Alight Financial Advisors, LLC
$35.1BAssets managed
195,957Clients
65Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2289789
- Firm CRD
- 158744