Charla Kae Mc Intyre Fields

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Hurst, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Hurst, TX

Other Businesses

Real Estate Ownership; Commercial; 1401 Precinct Line Rd, , Hurst, TX, 76053; Not Investment-Related; 02/12/2024. Independent Insurance Brokering; Genworth; 01/01/1998; Long Term Care. Business Ownership; Saylor & Cargile, LLC.; ; Ameriprise practice runs through Saylor & Cargile, LLC.; 1401 Precinct Line RdHurst Tx. 76053, ,; ; 08/20/2012; 0 hours per month; / AEE Holdings; Owner; Real Estate; 301 Chandler Road, , Keller , TX, 76248; Not Investment-Related; 07/06/2020; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Notary Public; Notary Public; 1401 Precinct Line RdHurst, TX, 76053, ,; ; 02/08/2012; 0 hours per month; / Farmers Creek Land and Cattle; Hobby farm raising cattle and horses.; 301 Chandler RdKeller TX. 76248, ,; ; 09/01/2012; 0 hours per month; / Rent houses in Keller TX; additional rent houses; Cindy Street and Austin Street, , Keller, TX, 76248; Not Investment-Related; 12/01/2017; 1 to 9 hours per month; 1 to 9 during trading hours / sublease Tulsa office; sublease 2 offices in the Tulsa office to Affordable Care, LLC; 4765 E 91st Street, , Tulsa, OK, 74137; Not Investment-Related; 01/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-09-03

Other Names

• Charla Kae Mcintyre
• Charla Kae Mc Intyre