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Luis Angel Ruiz reyes

Ally Invest Advisors

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About Luis Angel Ruiz reyes

Luis Ruiz reyes is a registered representative with Ally Invest Advisors, and holds the Series 7, 63 and 66 licenses. Luis has over 3 years of experience in the financial services industry. Luis previously worked as a registered representative with Wells Fargo Clearing Services, LLC, and Vanguard Marketing Corporation. Luis is registered to provide investment advice in 52 states and the District of Columbia. Luis also operates a notary services business in Crandall, Texas. Luis is a specialist in investment companies and variable contracts.

Firm Information

Luis Ruiz reyes 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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Luis Ruiz reyes’s Registration & Firm History

TX

11/17/2023 - Present

Ally Invest Advisors (Lewisville TX)

TX

03/22/2023 - 11/08/2023

WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)

AZ

03/23/2022 - 12/15/2022

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

TX

12/02/2019 - 01/22/2022

J.P. MORGAN SECURITIES LLC (MESQUITE TX)

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Licenses & Designations

BOTH

Issued 04/28/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/17/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/02/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/29/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luis Angel Ruiz reyes.
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