Beatrice Julie Rivard
Investment adviser representative at Alight Financial Advisors, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Alight Financial Advisors, LLCFeb 2024 to now
- Alight SolutionsFeb 2024 to now
- Pruco Securities, LLCDec 2022 to Jan 2024
- The Prudential Insurance Company of AmericaDec 2022 to Jan 2024
- 360 Financial Strategies, LLC.Jun 2021 to Jan 2024
- Your Retirement Solutions LLCSep 2020 to Jun 2021
- Nylife Securities LLCFeb 2020 to Dec 2022
- New York Life Insurance CompanySep 2019 to Dec 2022
- Stillwater GrillApr 2019 to Jan 2021
- Bradford Financial AdvisorDec 2018 to Apr 2019
- UnemployedSep 2018 to Dec 2018
- Glp & AssociatesMay 2015 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7062230
- Firm CRD
- 158744