Hela Naara Fryar
Investment adviser representative at Ameriprise Financial Services, LLC
19 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Ameriprise Financial Services, LLCMar 2021 to now
- Cuso Financial Sevices, L.P.Aug 2019 to Mar 2021
- Texas Bay Credit UnionAug 2019 to Mar 2021
- UnemployedFeb 2019 to Aug 2019
- Orchem ResourcesOct 2017 to Feb 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to Oct 2017
- Bank of America, N.A.Feb 2007 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 4449690
- Firm CRD
- 6363