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Gerald Krager

Ally Invest Advisors

Charlotte, NC

Keller, TX

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Current Employers
Ally Invest Advisors

601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-30
NC RA APPROVED 2020-03-26
  • TX RA
    APPROVED
    Since 2023-03-30
  • NC RA
    APPROVED
    Since 2020-03-26

Branch Locations

601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States

Keller, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritrade Inc Bellevue NE 05/2005 02/2020
Td Waterhouse Investor Services, Inc. Bellevue NE 04/2006 02/2020
Ally Invest Securities Llc Charlotte NC 03/2020 Present
Ally Invest Advisors Charlotte NC 03/2020 Present
  • 05/2005 → 02/2020
    Ameritrade Inc
    Bellevue, NE
  • 04/2006 → 02/2020
    Td Waterhouse Investor Services, Inc.
    Bellevue, NE
  • 03/2020 → Present
    Ally Invest Securities Llc
    Charlotte, NC
  • 03/2020 → Present
    Ally Invest Advisors
    Charlotte, NC
Previous Registrations
  • 2007-04-26 → 2020-02-29
    Td Ameritrade, Inc.
    Omaha, NE
    Fort Worth, TX
    Omaha, NE
    Westlake, TX
    Southlake, TX
    Omaha, NE
  • 2007-04-26 → 2020-02-29
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Bellevue, NE
    Southlake, TX
Other Businesses

3/02/2020 Ally Invest Advisors - Investment Related - Charlotte, NC - Ally Invest Advisors Managed Accounts - Officer

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-25
S63 Uniform Securities Agent State Law Examination 1998-03-04
  • S66 Uniform Combined State Law Examination
    2007-04-25
  • S63 Uniform Securities Agent State Law Examination
    1998-03-04
Other Names
  • Jerry Krager
  • Gerald Paul Krager

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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