Chelsea
True
Ally Invest Advisors
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About this Advisor
Chelsea True is a financial advisor who works in Austin, Texas who has 2 years of industry experience. TRUE is an advisor for Ally Invest Advisors. During their career, the advisor has held roles at University Of Texas, Round Rock Isd, Thrivent Investment Management Inc, Thrivent Financial, Edward Jones, Texas Premier Realty, Westlake High School, Ally Invest Securities LLC and Ally Invest Advisors. TRUE holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Ally Invest Advisors is a financial advisory company headquartered in Charlotte, NC. The investment advisory business has offices in three locations and a total of 14 employees. It oversees $987 million in assets under management between its 80,983 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. Ally Invest Advisors provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely are based on which services the firm provides the client. However, fee types billed by Ally Invest Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ally Invest Advisors Brokerage Details
$986,653,558
14
80,983
$12,183
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Chelsea True Work History
Chelsea has been registered as a financial advisor for 2 years.*
Ally Invest Securities LLC
Ally Invest Advisors
Texas Premier Realty
Edward Jones
Thrivent Financial
Thrivent Investment Management Inc
Thrivent Financial
Westlake High School
University Of Texas
Round Rock Isd
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chelsea True to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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