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).
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Total Assets Under Management1,128MILLION
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Total Number of Accounts70,547ACCOUNTS
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Average Account Value$15,984
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
Jacob Misialek (CRD# 6276169) is an Investment Advisor Representative working at Ally Invest Advisors in Queen Creek, AZ and has over 7 years of experience in the finance industry.
Ather Naqi (CRD# 6680942) is an Investment Advisor Representative working at Ally Invest Advisors in Lewisville, TX and has over 7 years of experience in the finance industry.
Samantha Newsom (CRD# 5488747) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 15 years of experience in the finance industry.
Matthew Odom (CRD# 5372138) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 16 years of experience in the finance industry.
Lansen Pan (CRD# 6296451) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 10 years of experience in the finance industry.
Paula Parrish (CRD# 2188700) is an Investment Advisor Representative working at Ally Invest Advisors in Exeter, NH and has over 32 years of experience in the finance industry.
Derek Petrella (CRD# 6242721) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 5 years of experience in the finance industry.
Wesley Price (CRD# 6578144) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 7 years of experience in the finance industry.
John Ratey (CRD# 5890813) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 10 years of experience in the finance industry.
Serena Rizzo (CRD# 2242582) is an Investment Advisor Representative working at Ally Invest Advisors in Albuquerque, NM and has over 12 years of experience in the finance industry.