Holly Vest
Investment adviser representative at Ally Invest Advisors
11 yearsExperience
1 stateRegistered in
$1.7BFirm assets
12 yearsFirm in business
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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
11 years in the industry.
- Ally Invest AdvisorsFeb 2024 to now
- Ally Invest Securities LLCFeb 2024 to now
- Cape Fear Regional Tax Consultants LLCNov 2023 to Feb 2024
- Magnit GlobalFeb 2023 to Feb 2024
- Raymond James & Associates, Inc.Jul 2021 to Feb 2023
- Life Vest Organizers LLCJul 2019 to Apr 2024
- RBC Capital Markets, LLC.Feb 2018 to Jul 2019
- UnemployedOct 2017 to Feb 2018
- Raymond JamesMay 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6233215
- Firm CRD
- 170301