Unclaimed Profile

Gerald Krager

ALLY INVEST ADVISORS INC·CHARLOTTE, North Carolina

SIE, Series 7, Series 24, Series 63, Series 66Clean record19 years registeredALLY INVEST ADVISORS INC

601 S. TRYON STREET, CHARLOTTE, NC 28202CRD# 2943927Firm CRD# 170301

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gerald Krager · CHARLOTTE, NC

Registration

CRD #2943927 · ALLY INVEST ADVISORS INC · 19 years registered

Brand Profile

Not yet started

Career History

ALLY INVEST ADVISORS

Mar 2020 – present

ALLY INVEST SECURITIES LLC

Mar 2020 – present

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Apr 2007 – Feb 2020

Southlake, TX

TD AMERITRADE, INC.

Apr 2007 – Feb 2020

Southlake, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · April 26, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLY INVEST ADVISORS INC

CRD 170301 · SEC 801-79305

AUM

$1.1B

Regulatory assets under management

Employees

70,547 client accounts

Services offered by ALLY INVEST ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALLY INVEST ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Gerald Krager offer?

Gerald Krager specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Gerald Krager's credentials?

Gerald Krager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerald Krager located?

Gerald Krager is based in CHARLOTTE, North Carolina, working with ALLY INVEST ADVISORS INC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Gerald Krager charge for services?

Gerald Krager's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLY INVEST ADVISORS INC?

ALLY INVEST ADVISORS INC has approximately 12 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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