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Ather Naqi

Ally Invest Advisors

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About Ather Naqi

Ather Naqi is a financial advisor registered with Ally Invest Advisors in Lewisville, TX. Ather has been in the financial industry since 2017 and has a broad range of experience working for several firms, including USAA Investment Services Company, USAA Financial Advisors, Inc., J.P. Morgan Securities LLC, and First Command Financial Planning, Inc. Ather is licensed in all states and has passed the Series 66, SIE, and Series 7 exams. Ather's current role at Ally Invest Advisors is an Associate Specialist - Invest Services. Ather also has experience in real estate, owning and managing 3 rental properties.

Firm Information

Ather Naqi is currently registered with Ally Invest Advisors. Ally Invest Advisors, based in Charlotte, NC, is an investment advisor registered with the SEC. The firm offers financial planning and portfolio management services to individuals and high-net-worth individuals. Ally Invest Advisors manages over $1.1 billion in assets for over 70,000 clients.
Ally Invest Advisors

601 S. TRYON STREET

CHARLOTTE, NC 28202

$1.13B

Assets Under Management

Not reported

Total Clients

101

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ather Naqi’s Registration & Firm History

TX

10/07/2021 - Present

Ally Invest Advisors (Lewisville TX)

TX

06/08/2020 - 06/12/2020

USAA INVESTMENT SERVICES COMPANY (ADDISON TX)

TX

10/16/2019 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (ADDISON TX)

TX

04/08/2019 - 08/15/2019

J.P. MORGAN SECURITIES LLC (Plano TX)

TX

12/20/2016 - 11/15/2018

FIRST COMMAND FINANCIAL PLANNING, INC. (IRVING TX)

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Licenses & Designations

BOTH

Issued 04/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ather Naqi.
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