Raymond Edward Lancaster
Investment adviser representative at Ally Invest Advisors
19 yearsExperience
1 stateRegistered in
$1.7BFirm assets
12 yearsFirm in business
Are you Raymond Edward Lancaster? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Ally Invest Securities LLCDec 2022 to now
- Ally Invest AdvisorsAug 2021 to now
- Trinity Financial & Insurance Services, LLCSep 2020 to Aug 2021
- Eagle Strategies LLCSep 2019 to Aug 2021
- Trinity Financial Services, LLCMay 2019 to Sep 2020
- Nylife Securities, LLCSep 2018 to Aug 2021
- New York Life Insurance CompanyAug 2018 to Aug 2021
- TIAA-CREF Individual & Institutional Services, LLCNov 2007 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ally Invest Advisors
Legal name: Ally Invest Advisors Inc
$1.7BAssets managed
83,199Clients
82Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5007132
- Firm CRD
- 170301