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Timothy Jason Sanford

Investment adviser representative at Alight Financial Advisors, LLC
10 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

10 years in the industry.

  1. Alight Financial Advisors, LLCMar 2026 to now
  2. Alight Financial Solutions LLCMar 2026 to now
  3. UnemployedJan 2026 to Mar 2026
  4. Heritage Financial Retirement & Insurance ServicesNov 2024 to Jan 2026
  5. Independent Insurance AgentOct 2022 to Oct 2024
  6. UnemployedJul 2022 to Sep 2022
  7. American FinancingNov 2016 to Jun 2022
  8. Resmac, IncJul 2016 to Nov 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (CO, 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
8233011
Firm CRD
158744
Advisor's SEC record (opens in a new tab)
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