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Janice Gayle Farr

Ally Invest Advisors

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About Janice Gayle Farr

Janice Farr is an investment advisor representative with Ally Invest Advisors. Janice is a registered investment advisor in Missouri. Janice has been in the industry since August 15, 2010. Ally Invest Advisors is a registered investment advisor with the SEC and has offices in Charlotte, North Carolina and Marshfield, Missouri. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Janice Farr 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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Janice Farr’s Registration & Firm History

NC

10/08/2021 - Present

Ally Invest Advisors (CHARLOTTE NC)

MO

03/06/2020 - 08/20/2021

MORGAN STANLEY (SPRINGFIELD MO)

FL

07/19/2006 - 03/11/2016

SCOTTRADE, INC. (NAPLES FL)

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Licenses & Designations

BOTH

Issued 05/12/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/11/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Janice Gayle Farr.
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