Deborah B. Eberhart-wilkinson

ALIGHT FINANCIAL ADVISORS

CHARLOTTE, NC 28269

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CRD#: 3199089

Professional summary

Deborah Boyd Eberhart-wilkinson, who also goes by Deborah Elaine Boyd, Deborah B Eberhart, Deborah Boyd Eberhart, Deborah Elaine Mills, is a registered financial advisor currently at ALIGHT FINANCIAL ADVISORS, LLC located in Charlotte, North Carolina and ALIGHT FINANCIAL SOLUTIONS, LLC located in Charlotte, North Carolina.

Deborah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Deborah has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Deborah Elaine Boyd | Deborah B Eberhart | Deborah Boyd Eberhart | Deborah Elaine Mills

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Outside Business Activity Name of Organization/Company Pro Santa Shop Is the business investment related? No Nature of the Business Santa school and shop training to those interesting to improve their skills as being Santa and design, tailor custom made Santa and Mrs Claus outfits Address of the Business 2400 Crownpoint Executive Dr Suite 300 Charlotte, NC 28227 Position/Title Mrs Claus The start date of your relationship 10/02/23 Description of Duties perform as Mrs Clause alongside Santa Claus model Mrs Claus costumes Anticipated annual compensation from this activity 2000 Do you have a financial interest in the organization/company? If yes, please explain. no Approximate # of hours/week you devote to this outside activity during non-business hours 1 - 5 Approximate # of hours/week you devote to this outside activity during business hours 0 To your knowledge, is this organization/company a client of the Firm? No If "Yes", detailed descriptions of the relationship between the two entities To your knowledge, will your affiliation with this activity raise or be perceived as a potential conflict of interest? No

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Boyd Eberhart-wilkinson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 8, 2018 - Present

ALIGHT FINANCIAL ADVISORS, LLC

Office #1: 9335 Harris Corners Parkway Suite 150, Charlotte, NC 28269

RIA

CRD#: 158744

CHARLOTTE, NC

Current

March 8, 2018 - Present

ALIGHT FINANCIAL SOLUTIONS, LLC

Office #1: 9335 Harris Corners Parkway Ste 150, Charlotte, NC 28269

CRD#: 36509

CHARLOTTE, NC

Past

January 23, 2006 - January 30, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

CHARLOTTE, NC

Past

January 22, 2003 - January 30, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

CHARLOTTE, NC

Past

June 15, 2002 - January 15, 2003

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

February 4, 2002 - June 15, 2002

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

Past

March 24, 1999 - February 9, 2000

WACHOVIA BROKERAGE SERVICE

CRD#: 17503

WINSTON SALEM, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALIGHT FINANCIAL ADVISORS, LLC

ALIGHT FINANCIAL ADVISORS, LLC | AON HEWITT FINANCIAL ADVISORS, LLC | AON HEWITT FINANCIAL ADVISORS LLC

CRD#: 158744 / SEC#: 801-72679

RIA

Registered Investment Advisory firm - (9/13/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

North Carolina
(3/8/2018)

IAR

North Carolina
(3/8/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/20/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/31/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/9/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/22/1999

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ALIGHT FINANCIAL ADVISORS, LLC

ALIGHT FINANCIAL ADVISORS, LLC | AON HEWITT FINANCIAL ADVISORS, LLC | AON HEWITT FINANCIAL ADVISORS LLC

CRD#: 158744 / SEC#: 801-72679

RIA

Registered Investment Advisory firm - (9/13/2011 Approved)

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Contact information

Main Address

9335 Harris Corners Parkway Suite 150, Charlotte, NC 28269

Mailing Address

Phone number

(866) 560-7256

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA ALIGHT IRA ADV PART 2A 2B 03.12.25 (3/31/2025)

AFA PROFESSIONAL MANAGEMENT ADV PART 2A 2B 3.12.25 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	197,089
AUM (Assets Under Management)	$ 30,882,928,556

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Deborah B. Eberhart-wilkinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Boyd Eberhart-wilkinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALIGHT FINANCIAL SOLUTIONS, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WACHOVIA SECURITIES, INC.

WACHOVIA BROKERAGE SERVICE

Primary Firm SEC Registration

ALIGHT FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/20/2006

Series 63

Date: 3/31/1999

SIE

Date: 10/1/2018

Series 7

Date: 11/9/2005

Series 6

Date: 3/22/1999

FINRA

Current Firm

ALIGHT FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALIGHT FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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