Derek
Petrella
Ally Invest Advisors
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About this Advisor
Derek Petrella is a financial advisor based in Charlotte, North Carolina, working with Ally Invest Advisors. Derek has previously held positions at Lincoln Investment LLC, Halliburton, Dunkin Donuts, Cape Bank, Cape Bank/Ocean First Bank, Ally Invest Securities LLC, and Ally Invest Advisors. Derek has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Derek is part of Ally Invest Advisors, which operates out of Charlotte, North Carolina. The firm has 3 offices and 12 employees. The firm manages assets totaling $1.1 billion and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Ally Invest Advisors includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ally Invest Advisors Brokerage Details
$1,127,619,162
12
70,547
$15,984
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Derek Petrella Work History
Ally Invest Securities LLC
Ally Invest Advisors
Lincoln Investment LLC
Cape Bank
Cape Bank/Ocean First Bank
Halliburton
Dunkin Donuts
Disclosures
Please visit the SEC profile of Derek Petrella 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
Charlotte, NC
Plantation, FL
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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