Fritzie Lee Connally

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

• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Richardson, TX
• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Fort Worth, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Fort Worth, TX

Previous Registrations

• 2009-07-15 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Richardson, TX
• 2009-01-02 → 2009-06-19
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2004-10-18 → 2009-01-02
  Raymond James Financial Services, Inc.
  Fort Worth, TX
  Fort Worth, TX
• 2001-04-26 → 2004-04-28
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-12
• S63 Uniform Securities Agent State Law Examination
  1986-06-05

Other Names

• Fritz Lee Connally
• Fritz Connally