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.
- Ally Invest AdvisorsSep 2026 to now
- Ally AdvisorsSep 2026 to now
- ProcampsJun 2025 to now
- Ally Invest Securities LLCApr 2025 to now
- DexianApr 2025 to Jun 2025
- UnemployedSep 2024 to Apr 2025
- JobotSep 2019 to Sep 2024
- UnemployedNov 2017 to Sep 2019
- Kd HomesJun 2017 to Nov 2017
- UnemployedDec 2016 to Jun 2017
- 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