Deborah Eberhart-Wilkinson is a registered investment advisor, based in Charlotte, NC, with 24 years of industry experience.
Location
9300 Harris Corners Parkway, Suite 105, Charlotte, NC, 28269
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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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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 · 8 yrs 1 mo
Alight Financial Advisors, LLC
March 2018 - Present · 8 yrs 1 mo
Alight Financial Solutions, LLCBroker
March 2018 - Present · 8 yrs 1 mo
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.