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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.
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