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William C
Series 66
Paragould, AR
Ally invest Advisors
William Causey is a financial advisor with Ally Invest Advisors who holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Edward Jones and Legacy National Bank. In addition to his advisory role, he supports Ally Bank customers by performing account maintenance and educating clients on deposit products. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and personalized advice services using model portfolios built on Modern Portfolio Theory across multiple risk tiers.
Derek C
Series 63, Series 65
Charlotte, NC
Ally invest Advisors
Derek Cox is a financial advisor at Ally Invest Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and is based in Charlotte, NC. Prior to joining Ally Advisors, he worked at several firms including Jobot and Dexian. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios, automated investing options, and personal financial advice using model portfolios grounded in Modern Portfolio Theory.
Wesley P
Series 66
Memphis, TN
Ally invest Advisors
Wesley Price is a financial advisor with Ally Invest Advisors in Memphis, TN, holding a Series 66 designation and nine years of industry experience. His background includes roles at Wells Fargo, Ameriprise Financial Services, and Waddell & Reed. Outside the advisory industry, he has worked at Garibaldi's Pizza for three years. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering ETF-based Robo Portfolios and advisor-delivered services across multiple risk tiers.
Christopher H
Series 66
Charlotte, NC
Ally invest Advisors
Christopher Hernandez is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill, Bank of America, Jack Patterson & Co., and Wells Fargo Clearing Services. Outside of financial advising, he is a member of Better Books Advisor LLC, a bookkeeping services business. Ally Invest Advisors serves a broad retail client base, offering discretionary portfolio management through automated services and advisor-led guidance. The firm employs Modern Portfolio Theory-based model allocations across multiple risk tiers, utilizing primarily ETFs and automated rebalancing, while managing tens of thousands of client accounts through digital and automated processes.
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