HF
HF

Hela Fryar

21 Years of Experience
Sundown, TX
Broker

Hela Fryar is a registered investment advisor at Ameriprise Financial Services, LLC, based in Sundown, TX, with 21 years of industry experience. Hela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

Sundown, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2021 - Present · 5 yrs 4 mos
Ameriprise Financial Services, LLC
March 2021 - Present · 5 yrs 4 mos
Ameriprise Financial Services, LLCBroker
March 2021 - Present · 5 yrs 4 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
August 2019 - March 2021 · 1 yr 7 mos
Cuso Financial Services, L.P.
August 2019 - March 2021 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - October 2017 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - October 2017 · 8 yrs
Banc of America Investment Services, INC.Broker
March 2007 - October 2009 · 2 yrs 7 mos
Compass Brokerage, INC.Broker
January 2006 - February 2007 · 1 yr 1 mo
Wachovia Securities, LLCBroker
June 2005 - August 2005 · 2 mos
Banc of America Investment Services, INC.Broker
November 2001 - December 2004 · 3 yrs 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Hela Fryar - Financial Advisor | TrueAdvisor