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Carolyn Ann Fryar

Innovative Advisory Partners, LLC

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About Carolyn Ann Fryar

Carolyn Ann Fryar is an investment advisor representative with Innovative Advisory Partners, LLC, based in Hixson, TN. Carolyn has over 10 years of experience in the financial services industry. Carolyn holds the Series 63, 65, and 7 licenses, as well as the SIE. Carolyn specializes in providing financial planning, portfolio management for individuals, and consulting services. Carolyn is committed to helping her clients achieve their financial goals.

Firm Information

Carolyn Fryar is currently registered with Innovative Advisory Partners, LLC. Innovative Advisory Partners, LLC is a Registered Investment Advisor headquartered in Hixson, Tennessee. The firm provides financial planning, portfolio management for individuals, and educational seminars. They have approximately $198,800,000 in regulatory assets under management, serving 1033 clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. The firm also offers consulting services and selection of other advisors.
Innovative Advisory Partners, LLC

4700 HIXSON PIKE

HIXSON, TN 37343-4806

$198.80M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Share in third party fees

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Carolyn Fryar’s Registration & Firm History

TN

04/17/2024 - Present

Innovative Advisory Partners, LLC (HIXSON TN)

TN

10/18/2021 - 03/25/2024

EQUITABLE ADVISORS, LLC (CHATTANOOGA TN)

TN

05/17/2012 - 10/04/2021

FIRST HORIZON ADVISORS, INC. (CLEVELAND TN)

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Licenses & Designations

IA

Issued 12/17/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carolyn Ann Fryar.
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