Lauren
Nix
Ally Invest Advisors
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About this Advisor
Lauren Nix is a financial advisor who works in Charlotte, North Carolina with a total of 2 years of industry experience. Nix works at Ally Invest Advisors. During their career, Nix has held roles at Matt Mayfield Insurance Agency, Brinker International Chili'S Grill And Bar, State Farm Vp Management Corp, State Farm Insurance, Lauren Bain Insurance Agency, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Ally Invest Securities LLC. Nix holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in Tennessee. Ally Invest Advisors is a financial advisory firm headquartered in Charlotte, NC. The firm has offices in three locations and a total of 14 people on staff. It oversees $987 million in assets among its 80,983 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. The advisory firm has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically vary depending on the type of services. Fee types charged 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
Lauren Nix Work History
Lauren has been registered as a financial advisor for 2 years.*
Ally Invest Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
State Farm Insurance
State Farm Vp Management Corp
State Farm Vp Management Corp
Lauren Bain Insurance Agency
State Farm Vp Management Corp
Matt Mayfield Insurance Agency
Brinker International Chili'S Grill And Bar
*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 Lauren Nix 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
Charlotte, NC
Calabasas, CA
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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