Ina Fryer, financial advisor Tempe AZ
93 score

Ina Fryer

CRD Number: 1973660
Current Firm: Transamerica Financial Advisors, Inc.

Ina Fryer (CRD# 1973660) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Tempe, AZ and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Tucson, AZ Jan 2012 - Apr 2016 4
Bancwest Investment Services Tucson, AZ Feb 2011 - Jan 2012 < 1
Chase Investment Services Na Tucson, AZ May 2007 - Feb 2011 3
Davis Distributors, LLC Tucson, AZ Feb 2007 - Mar 2007 < 1
Metlife Securities Inc. Melville, NY Aug 2006 - Feb 2007 < 1
Banc Of America Investment Services, Inc. East Islip, NY Oct 2004 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S65 NASAA Investment Advisors Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Jun 2009
Contact Info for Ina C. Fryer
Phone Number: 727-299-1800
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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