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Charles Aldon Gordon

Investment adviser representative at Ally Invest Advisors
12 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

12 years in the industry.

  1. Ally Invest AdvisorsApr 2026 to now
  2. Ally Invest Securities LLCAug 2021 to now
  3. SportorityFeb 2023 to Sep 2023
  4. Fidelity Brokerage Services LLCMay 2020 to Jul 2021
  5. Ups FreightAug 2019 to May 2020
  6. SeaworldFeb 2019 to Mar 2019
  7. Quantum Aviation ServicesDec 2018 to Jan 2019
  8. Lindsay Cross for State SenateSep 2018 to Nov 2018
  9. Philip Levine, Democrat, for GovernorMay 2018 to Aug 2018
  10. University of South FloridaJan 2018 to Aug 2019
  11. First Coast EnergyAug 2015 to Jan 2018
  12. Florida State College At JacksonvilleAug 2014 to Dec 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 66 · Uniform Combined State Law2026

State registrations

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

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
7260455
Firm CRD
170301
Advisor's SEC record (opens in a new tab)
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