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Evan Armstrong

Ally Invest Advisors

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About Evan Armstrong

Evan Armstrong is a registered representative with Ally Invest Advisors. Evan has been in the industry since 2024 and is registered in 53 states and the District of Columbia. Evan holds the Series 7TO and Series 66 licenses, as well as the SIE exam. Evan has experience working with high-net-worth individuals and has provided financial planning and portfolio management services. Prior to joining Ally Invest Advisors, Evan worked at Equitable Advisors, LLC and Cardinal Financial Company Limited Partnership.

Firm Information

Evan Armstrong 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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Evan Armstrong’s Registration & Firm History

NC

08/26/2024 - Present

Ally Invest Advisors (CHARLOTTE NC)

NC

02/14/2024 - 07/18/2024

EQUITABLE ADVISORS, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 11/27/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evan Armstrong.
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