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
Benjamin Schottenfels (CRD# 5564228) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 15 years of experience in the finance industry.
Brandon Shephard (CRD# 6493422) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 8 years of experience in the finance industry.
Joshua Smail (CRD# 4656606) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 20 years of experience in the finance industry.
Connor Snook (CRD# 6143735) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 11 years of experience in the finance industry.
Cheryl Thompson (CRD# 3179208) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 24 years of experience in the finance industry.
George Trabookis (CRD# 4936630) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 18 years of experience in the finance industry.
Darren White (CRD# 6197528) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 10 years of experience in the finance industry.
Paxton Wood (CRD# 6373907) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 9 years of experience in the finance industry.
Mitchell Zaelit (CRD# 5857393) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 13 years of experience in the finance industry.
Ryan Zutter (CRD# 5062984) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 18 years of experience in the finance industry.