Luke A Gentry

Employer firm

Ally Invest Advisors CRD 170301

$1.73B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2020 → Present
  Ally Invest Securities Llc
  Charlotte, NC
• 01/2015 → 12/2020
  Unemployed
  Kings Mountain, NC
• 03/2022 → Present
  Ally Invest Advisors
  Charlotte, NC

Other Businesses

Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Supervisor-Client Services. Dually licensed. 02/28/2022. 0-20hrs/month. Support both All Invest Securities and Ally Invest Advisers in a dually licensed capacity. Responsibilities include servicing Ally Invest customers who may hold self-directed or advisory accounts.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-28
• S63 Uniform Securities Agent State Law Examination
  2021-01-30