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Matthew Kenneth Odom

Ally Invest Advisors

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About Matthew Kenneth Odom

Matthew Kenneth Odom is a Registered Representative and Investment Advisor Representative with Ally Invest Advisors. Matthew has over 12 years of experience in the financial services industry. Matthew is a Series 66, Series 63, Series 4, Series 53, Series 24, Series 52TO, SIE, and Series 7 licensed professional. Matthew has worked for several firms including, MML Investors Services, LLC, MSI Financial Services, Inc., MetLife Securities, Inc, LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., and E*TRADE Securities LLC. Matthew has a strong track record of success and is committed to providing his clients with the highest quality financial advice.

Firm Information

Matthew Odom 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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Matthew Odom’s Registration & Firm History

NC

07/01/2020 - Present

Ally Invest Advisors (CHARLOTTE NC)

NC

03/25/2017 - 07/11/2018

MML INVESTORS SERVICES, LLC (CHARLOTTE NC)

NC

09/28/2016 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)

NC

07/01/2016 - 09/15/2016

METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)

NC

03/21/2014 - 07/01/2016

METLIFE SECURITIES, INC (CHARLOTTE NC)

NC

05/06/2013 - 07/16/2013

LPL FINANCIAL LLC (CHARLOTTE NC)

NC

10/23/2009 - 07/03/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NC

08/20/2009 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NC

07/27/2007 - 07/11/2008

E*TRADE SECURITIES LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 06/30/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2017

Series 4 - Registered Options Principal Examination

BC

Issued 08/26/2015

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/30/2015

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Kenneth Odom.
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