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Zachary Raymond Gibson

Investment adviser representative at Ally Invest Advisors
10 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

10 years in the industry.

  1. CourialSep 2024 to now
  2. Ally Invest AdvisorsMar 2023 to now
  3. Ally Invest Securities LLCJul 2021 to now
  4. Charles Schwab & Co., Inc.Jul 2020 to Jul 2021
  5. USAA Investment Services CompanyJun 2020 to Jul 2020
  6. RoverFeb 2020 to Aug 2020
  7. RandstadJan 2020 to Jul 2020
  8. USAA Financial Advisors IncJan 2020 to Jun 2020
  9. The Vanguard Group, Inc.Jul 2018 to Jan 2020
  10. State FarmNov 2016 to Jun 2018
  11. UnemployedApr 2016 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (AZ).

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
6975398
Firm CRD
170301
Advisor's SEC record (opens in a new tab)
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