Ally Invest Advisors

Ally Invest Advisors (CRD# 170301) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,127,619,162 in 70,547 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,128
    MILLION
  • Total Number of Accounts
    70,547
    ACCOUNTS
  • Average Account Value
    $15,984
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Ally Invest Advisors
Showing 11 - 20 of 75 top financial advisors.
11
Christopher D. Holt
CRD#: 4418051
Cincinnati, OH

Christopher Holt (CRD# 4418051) is an Investment Advisor Representative working at Ally Invest Advisors in Cincinnati, OH and has over 15 years of experience in the finance industry.

12
Ralph E. Hughes
CRD#: 3084896
Hickory, NC

Ralph Hughes (CRD# 3084896) is an Investment Advisor Representative working at Ally Invest Advisors in Hickory, NC and has over 25 years of experience in the finance industry.

13
Eric W. Jones
CRD#: 1924180
601 S. Tryon Street, Suite 100, Charlotte, NC 28202

Eric Jones (CRD# 1924180) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 6 years of experience in the finance industry.

14
Thomas C. Kemp
CRD#: 6287138
601 S. Tryon Street, Suite 100, Charlotte, NC 28202

Thomas Kemp (CRD# 6287138) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 9 years of experience in the finance industry.

15
Brett Kincade
CRD#: 5606307
Argyle, TX

Brett Kincade (CRD# 5606307) is an Investment Advisor Representative working at Ally Invest Advisors in Argyle, TX and has over 4 years of experience in the finance industry.

16
Gerald Krager
CRD#: 2943927
601 S. Tryon Street, Suite 100, Charlotte, NC 28202

Gerald Krager (CRD# 2943927) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 26 years of experience in the finance industry.

17
Raymond E. Lancaster
CRD#: 5007132
601 S. Tryon Street, Suite 100, Charlotte, NC 28202

Raymond Lancaster (CRD# 5007132) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 18 years of experience in the finance industry.

18
James E. Lenoir
CRD#: 6611386
601 S. Tryon Street, Suite 100, Charlotte, NC 28202

James Lenoir (CRD# 6611386) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 7 years of experience in the finance industry.

19
Michael Matzner
CRD#: 6706170
601 S. Tryon Street, Suite 100, Charlotte, NC 28202

Michael Matzner (CRD# 6706170) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 6 years of experience in the finance industry.

20
Michael Merk
CRD#: 6534684
601 S. Tryon Street, Suite 100, Charlotte, NC 28202

Michael Merk (CRD# 6534684) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 8 years of experience in the finance industry.

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