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).

Current Firm Details
601 S. Tryon Street, Suite 100, Charlotte, NC 28202
https://secure.ally.com/open-account/invest-simply/automated
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 71 - 74 of 74 top financial advisors.
71
Loretta Spangard, financial advisor Charlotte NC
Loretta B. Spangard
CRD#: 7186996
601 S. Tryon Street, Suite 100, Charlotte, NC 28202

Loretta Spangard (CRD# 7186996) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 3 years of experience in the finance industry.

72
Robert Tinker, financial advisor Lewisville TX
Robert S. Tinker
CRD#: 6535791
2911 Lake Vista Dr, Lewisville, TX 75067

Robert Tinker (CRD# 6535791) is an Investment Advisor Representative working at Ally Invest Advisors in Lewisville, TX and has over 7 years of experience in the finance industry.

73
Thomas Wall, financial advisor Charlotte NC
Thomas E. Wall
CRD#: 7259127
601 S. Tryon Street, Suite 100, Charlotte, NC 28202

Thomas Wall (CRD# 7259127) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 3 years of experience in the finance industry.

74
Kathy Wilson, financial advisor Charlotte NC
Kathy L. Wilson
CRD#: 5259075
601 S. Tryon Street, Suite 100, Charlotte, NC 28202

Kathy Wilson (CRD# 5259075) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 7 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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