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Cheryl Gunar Thompson

Ally Invest Advisors

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About Cheryl Gunar Thompson

Cheryl Thompson is a financial advisor with Ally Invest Advisors. Cheryl has been in the financial services industry for over 20 years. Cheryl is a Series 7, Series 24, Series 63, and Series 65 licensed professional. Cheryl is a Senior Director - AML Compliance for Ally Invest Advisors and also serves on the Board of Directors for the local ACAMS Carolinas Chapter. Cheryl is dedicated to helping her clients reach their financial goals.

Firm Information

Cheryl Thompson 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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Cheryl Thompson’s Registration & Firm History

NC

06/24/2020 - Present

Ally Invest Advisors (CHARLOTTE NC)

NC

08/21/2017 - 10/07/2019

FIFTH THIRD SECURITIES, INC. (CHARLOTTE NC)

NY

10/23/2009 - 04/29/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NC

08/11/2008 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NY

04/03/2007 - 08/11/2008

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NC

07/28/1999 - 04/03/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 11/18/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/28/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/25/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cheryl Gunar Thompson.
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