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James Edward Lenoir

Ally Invest Advisors

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About James Edward Lenoir

James Edward Lenoir is a registered representative with Ally Invest Advisors. James has over 8 years of experience in the financial services industry. James has been registered with Ally Invest Advisors since October 2021. Previously, James was registered with WELLS FARGO CLEARING SERVICES, LLC. and Edward Jones. James specializes in providing financial planning and portfolio management services to individuals. James is a licensed representative in all 50 states, the District of Columbia, and Puerto Rico.

Firm Information

James Lenoir 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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James Lenoir’s Registration & Firm History

NC

10/07/2021 - Present

Ally Invest Advisors (CHARLOTTE NC)

NC

07/29/2016 - 04/22/2021

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

MO

04/13/2016 - 06/14/2016

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 05/03/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2021

Series 24 - General Securities Principal Examination

BC

Issued 06/10/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/06/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Edward Lenoir.
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