AdvisorOS Directory
Claim Profile
PC

Philip Andrew Claxton

ALLY INVEST ADVISORS INC·CHARLOTTE, North Carolina
Unclaimed Profile
11605 N COMMUNITY HOUSE ROAD, CHARLOTTE, NC 28277CRD# 3190367Firm CRD# 170301
01

About

Philip Andrew Claxton 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# 3190367
Firm CRD# 170301
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Philip Andrew Claxton offer?
Philip Andrew Claxton specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Philip Andrew Claxton's credentials?
Philip Andrew Claxton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Andrew Claxton located?
Philip Andrew Claxton 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 Philip Andrew Claxton charge for services?
Philip Andrew Claxton'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHARLOTTE
Derek Austin Flowers — STRUCTURED CREDIT PARTNERS LLCDavid Norman Stedman — ASSIDUOUS STRATEGIC INVESTMENTS, LLCMatteo Simone Amoroso — ASSIDUOUS STRATEGIC INVESTMENTS, LLCCaleb Hampton Rowe — ASSIDUOUS STRATEGIC INVESTMENTS, LLCM. Timothy Corbett — BARINGS LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile