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Derek Cox

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.

  1. Ally Invest AdvisorsSep 2026 to now
  2. Ally AdvisorsSep 2026 to now
  3. ProcampsJun 2025 to now
  4. Ally Invest Securities LLCApr 2025 to now
  5. DexianApr 2025 to Jun 2025
  6. UnemployedSep 2024 to Apr 2025
  7. JobotSep 2019 to Sep 2024
  8. UnemployedNov 2017 to Sep 2019
  9. Kd HomesJun 2017 to Nov 2017
  10. UnemployedDec 2016 to Jun 2017
  11. CybercodersApr 2015 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2025

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
8082317
Firm CRD
170301
Advisor's SEC record (opens in a new tab)
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