Winfield Scott Evens
Investment adviser representative at Alight Financial Advisors, LLC
17 yearsExperience
2 statesRegistered in
CFADesignation
$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
17 years in the industry.
- Alight Financial Advisors, LLCJul 2018 to now
- Alight SolutionsMay 2017 to Jul 2018
- Hewitt Associates LLCFeb 2009 to May 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 2519380
- Firm CRD
- 158744