Supreme Alliance
47yrs
Top advisor by experience in Charlotte
8yrs
Derek Lightner
Financial advisor at Ally Invest Advisors
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office601 S. Tryon Street Suite 100, Charlotte, NC 28202
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Ally Invest Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2021 – nowAlly Invest AdvisorsCurrent firm
- Sep 2019 – Nov 2020Wells Fargo Clearing Services, LLCPreviously
Questions to ask Derek
Tailored to Derek’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Derek
How do I contact Derek?
Call Ally Invest Advisors at 855-880-2559 and ask for Derek Lightner. Derek works from the Charlotte, NC office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Derek hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Derek a fiduciary?
Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Derek paid?
Ally Invest Advisors reports being paid by a percentage of the assets they manage. Ask Derek for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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