Allison Catherine Hall
Investment adviser representative at Alight Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Alight Financial Advisors, LLCAug 2021 to now
- Alight Financial SolutionsApr 2021 to now
- Alight SolutionsApr 2021 to now
- Harris Associates L.P.Oct 2016 to Apr 2021
- Harris Associates Securities L.P.Oct 2016 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5698451
- Firm CRD
- 158744