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Deborah Boyd Eberhart-wilkinson

Investment adviser representative at Alight Financial Advisors, LLC
23 yearsExperience
1 stateRegistered in
$35.1BFirm assets
15 yearsFirm in business

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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

23 years in the industry.

  1. Alight Financial Advisors, LLCMar 2018 to now
  2. Alight Financal Solutions LLCFeb 2018 to now
  3. TIAAJan 2003 to Jan 2018
  4. TIAA-CREF Individual & Institutional Services, LLCJan 2003 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 1 state (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
3199089
Firm CRD
158744
Advisor's SEC record (opens in a new tab)
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