Johnny
Williams

Ally Invest Advisors

CRD#4941443
Investment Advisor
in Charlotte, NC

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About this Advisor

Johnny Williams is a financial advisor based in Charlotte, North Carolina, working with Ally Invest Advisors. Johnny has previously held positions at Wells Fargo Advisors, LLC, Lpl Financial, Morgan Stanley, Ally Invest Securities LLC, and Ally Invest Advisors. Johnny has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Johnny 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. The services offered by the firm include 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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

601 S. Tryon Street Suite 100
Charlotte, NC 28202

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Ally Invest Advisors Brokerage Details

Total Assets Under Management

$1,127,619,162

NC Average: $3,625,019,099
Total Number of Employees

12

NC Average: 22
Total Number of Accounts

70,547

NC Average: 1,917
Average Account Size

$15,984

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Johnny Williams Work History

2023 - Present (1 year)

Ally Invest Securities LLC

2023 - Present (1 year)

Ally Invest Advisors

2020 - 2023 (3 years)

Morgan Stanley

2015 - 2020 (5 years)

Lpl Financial

2013 - 2015 (2 years)

Wells Fargo Advisors, LLC

Disclosures

Please visit the SEC profile of Johnny Williams 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

Derek Petrella
Charlotte, NC
Paxton Wood
Charlotte, NC
Royce Guerrero
Charlotte, NC
Hameem Shah
Charlotte, NC
Miteshkumar Patel
Charlotte, NC
Dylan Hood
Charlotte, NC
Dariya Rentuk
Charlotte, NC
Sammy Santacruz
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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