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Loretta Ballard Spangard

ALLY INVEST ADVISORS INC·CHARLOTTE, North Carolina
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601 S. TRYON STREET, CHARLOTTE, NC 28202CRD# 7186996Firm CRD# 170301
01

About

Loretta Ballard Spangard is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with ALLY INVEST ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALLY INVEST ADVISORS INC
ALLY INVEST ADVISORS
AUM
$1.1B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at ALLY INVEST ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7186996
Firm CRD# 170301
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Loretta Ballard Spangard offer?
Loretta Ballard Spangard specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Loretta Ballard Spangard's credentials?
Loretta Ballard Spangard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Loretta Ballard Spangard located?
Loretta Ballard Spangard 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 Loretta Ballard Spangard charge for services?
Loretta Ballard Spangard'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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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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