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Luke A Gentry

Ally Invest Advisors

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About Luke A Gentry

Luke A Gentry is an investment advisor representative at Ally Invest Advisors. Luke is licensed in 52 states and the District of Columbia and is a Registered Representative in North Carolina. Luke has been in the industry since 2021. At Ally Invest Advisors, Luke provides financial planning and portfolio management services for individuals and high-net-worth clients.

Firm Information

Luke Gentry 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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Luke Gentry’s Registration & Firm History

NC

03/01/2022 - Present

Ally Invest Advisors (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 02/28/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/30/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2023

Series 4 - Registered Options Principal Examination

BC

Issued 09/01/2021

Series 24 - General Securities Principal Examination

BC

Issued 01/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/26/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luke A Gentry.
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