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Nicole Fry

9 Years of Experience
Celina, TX
1 DisclosureBroker

Nicole Fry is a registered investment advisor at Ameriprise Financial Services, LLC, based in Celina, TX, with 9 years of industry experience. Nicole 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

236 W Pecan St Suite 110, Celina, TX, 75009

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History

Regulatory History (1)
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Customer Dispute
October 2023
Denied
Other Business Activities

Nicole works as an independent contractor/driver for DoorDash. This activity is not investment-related and takes about 10-20% of Nicole's time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2017 - Present · 9 yrs
Ameriprise Financial Services, LLCBroker
December 2016 - Present · 9 yrs 5 mos
Ameriprise Financial Services, LLC
December 2016 - Present · 9 yrs 5 mos
State Registrations8 states
COFLGAKSKYLAOKTX
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.