Benjamin S Walulu
Investment adviser representative at Alight Financial Advisors, LLC
14 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
14 years in the industry.
- Alight Financial Advisors, LLCFeb 2026 to now
- Alight Solutions LLCJan 2026 to now
- Kestra Investment Services LLCAug 2024 to Dec 2025
- Financial Engines Advisors L.L.C.Feb 2022 to Jul 2024
- Progressive InsuranceApr 2019 to Feb 2022
- Alorica - At&tSep 2018 to Mar 2019
- UnemployedMar 2018 to Sep 2018
- Dry AssociatesJun 2017 to Mar 2018
- Gtel InternationalNov 2016 to May 2017
- StudentAug 2012 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 7513754
- Firm CRD
- 158744