Charles
Martin
Ally Invest Advisors
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About this Advisor
Charles Martin is a certified financial planner operating out of Charlotte, North Carolina, who has 1 year of industry experience. Martin currently works for Ally Invest Advisors. During their career, the advisor has held roles at Ing Financial Partners, Lpl Financial Services, Wastontown Ctc, Upmc Muncy, Bayada, Pa Department Of Corrections, Grandview Nursing And Rehab, Ameriserv Financial, Nordex Usa, Avantax Advisory Services, Hd Vest Insurance Agency, LLC, Columbia Integrity Strategies, Huntington Recovery Center, Camp Victory, Avantax Investment Services, Avantax Insurance Services, Cuna Brokerage Services, Inc, Cuna Mutual Group, L&M Masser H&R Block, Ally Invest Securities LLC and Ally Invest Advisors. Martin holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Ally Invest Advisors is an advisory firm that has its headquarters in Charlotte, NC. The company has offices in three locations and a total of 14 employees. It has $987 million in assets under management between its 80,983 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The business has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees depend on which services the firm provides the client. However, fees 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
Charles Martin Work History
Charles has been registered as a financial advisor for 1 years.*
Ally Invest Securities LLC
Ally Invest Advisors
Avantax Insurance Services
Cuna Brokerage Services, Inc
Cuna Mutual Group
L&M Masser H&R Block
Wastontown Ctc
Upmc Muncy
Bayada
Avantax Advisory Services
Hd Vest Insurance Agency, LLC
Camp Victory
Avantax Investment Services
Hd Vest Insurance Agency, LLC
Columbia Integrity Strategies
Pa Department Of Corrections
Grandview Nursing And Rehab
Huntington Recovery Center
Ing Financial Partners
Lpl Financial Services
Ameriserv Financial
Nordex Usa
*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 Charles Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ally Invest Advisors
Charlotte, NC
Winter Garden, FL
Charlotte, NC
Calabasas, CA
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
