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Chelsea Jade True

Ally Invest Advisors

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About Chelsea Jade True

Chelsea True is a financial advisor with Ally Invest Advisors, located in Austin, TX. Chelsea has been working in the financial services industry since 2016 and holds Series 4, 7, 9, 10, 24, and 66 licenses. Chelsea's focus is on providing financial planning and portfolio management for individuals. Chelsea has experience working with both high-net-worth individuals and individuals with a wide range of assets.

Firm Information

Chelsea True 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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Chelsea True’s Registration & Firm History

TX

10/13/2021 - Present

Ally Invest Advisors (Austin TX)

MO

08/14/2017 - 04/23/2021

EDWARD JONES (ST. LOUIS MO)

TX

12/21/2015 - 08/15/2017

THRIVENT INVESTMENT MANAGEMENT INC. (Austin TX)

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Licenses & Designations

BOTH

Issued 01/04/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2021

Series 4 - Registered Options Principal Examination

BC

Issued 03/26/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/19/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/08/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chelsea Jade True.
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