Best Investors Account Sign in

Loretta Ballard Spangard

Ally Invest Advisors

Charlotte, NC

Claim This Profile
Current Employers
Ally Invest Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-01-11
  • NC RA
    APPROVED
    Since 2022-01-11

Branch Locations

601 S. Tryon Street Suite 100, Charlotte, NC 28202 • 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
Ally Invest Securities Llc Charlotte NC 10/2019 Present
Ally Financial Charlotte NC 01/2011 10/2019
Ally Invest Advisors Charlotte NC 01/2022 Present
  • 10/2019 → Present
    Ally Invest Securities Llc
    Charlotte, NC
  • 01/2011 → 10/2019
    Ally Financial
    Charlotte, NC
  • 01/2022 → Present
    Charlotte, NC
Other Businesses

Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Senior Director - Ally Invest Advisors. Dually licensed. 12/15/2021 - Present. 40hrs/month. Support both Ally Invest Securities and Ally Invest Advisors in a dually licensed capacity. Responsibilities include servicing Ally Invest customers who may hold self-directed or advisory accounts.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-20
  • S66 Uniform Combined State Law Examination
    2020-11-20
Other Names
  • Lori Spangard
  • Loretta Spangard

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor