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Deborah Boyd Eberhart-Wilkinson

24 Years of Experience
Broker
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
197,089 clients
Average Client Portfolio
$157K average
Assets Under Management
$30.9B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9335 Harris Corners Parkway, Suite 150, Charlotte, NC, 28269

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Deborah is Mrs. Claus at Pro Santa Shop, a Santa school and custom costume shop, since 2023. She models Mrs. Claus costumes and dedicates minimal time to this activity.

Employment History
Current Registrations
Alight Financial Solutions, LLC
March 2018 - Present · 7 yrs 11 mos
Alight Financial Advisors, LLC
March 2018 - Present · 7 yrs 11 mos
Alight Financial Solutions, LLCBroker
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Advice and Planning Services
January 2006 - January 2018 · 12 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2003 - January 2018 · 15 yrs
Wachovia Securities, INC.Broker
June 2002 - January 2003 · 7 mos
Wachovia Securities, INC.Broker
February 2002 - June 2002 · 4 mos
Wachovia Brokerage ServiceBroker
March 1999 - February 2000 · 11 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.