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Kathy Lynn Wilson

Ally Invest Advisors

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About Kathy Lynn Wilson

Kathy Wilson is a financial professional with over 15 years of experience in the financial services industry. Kathy has a strong understanding of investment strategies and a commitment to helping her clients achieve their financial goals. She is currently an Associate Specialist-Invest Services at Ally Invest Advisors in Charlotte, NC. Kathy's previous roles at Vanguard Marketing Corporation and Wells Fargo Advisors, LLC have provided her with a broad perspective on the industry and a deep understanding of the needs of her clients. Kathy is licensed to provide investment advice in all 50 states and the District of Columbia.

Firm Information

Kathy Wilson 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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Kathy Wilson’s Registration & Firm History

NC

04/05/2023 - Present

Ally Invest Advisors (CHARLOTTE NC)

NC

10/10/2016 - 08/20/2019

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

NC

02/26/2008 - 02/27/2012

WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)

NC

01/26/2007 - 05/18/2007

WACHOVIA SECURITIES, LLC (SHELBY NC)

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Licenses & Designations

BOTH

Issued 03/03/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2016

Series 7 - General Securities Representative Examination

BC

Issued 01/25/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathy Lynn Wilson.
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