Advisor at Ally invest Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
William Causey is a financial advisor with Ally Invest Advisors, holding a Series 66 license and seven years of industry experience. His prior roles include positions at Edward Jones and Legacy National Bank. Outside of advising, he works as a Contact Center Representative supporting Ally Bank customers with account maintenance and product education. Ally Invest Advisors serves a broad retail client base with discretionary portfolio management through automated and advisor-led services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing ETF-based model portfolios across multiple risk tiers and strategy variants, supported by automated algorithms and supervised monitoring.
Based on Ally invest Advisors
$0 - $250,000: 0.85% annually $250,001 - $1,000,000: 0.80% annually $1,000,001+: 0.75% annually
Account minimum: $100,000 Fee-only: 0.30% annually for Market-Focused Robo Portfolios; 0.50% annually for Guided Advice (billed monthly in arrears); no advisory fee for Cash-Enhanced Robo Portfolios and Invest Simply portfolios
Paragould, AR
Arkansas
Ally Invest
2021 - Present (5 years)
Unemployed
2021 - 2021 (1 year)
Edward Jones
2018 - 2021 (3 years)
Legacy National Bank
2016 - 2018 (2 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Real estate agent
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Other specialized services
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Series 63, Series 66
Paragould, AR
Dickinson Barnum Investment Management, LLC
Series 63, Series 65
Paragould, AR
Dickinson Barnum Investment Management, LLC
Series 65
Paragould, AR
AAN Wealth Advisors LLC
Series 63, Series 65
Paragould, AR
Momentum Independent Network Inc.
CFP®, Series 66
Paragould, AR
Edward Jones
Series 66
Paragould, AR
Cetera
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