Billal AdamCRD Number: 5993434
Current Firm: International Assets Investment Management, LLC
Billal Adam (CRD# 5993434) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Fort Lauderdale, FL and has over 5 years of experience in the finance industry. Billal Adam has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Northstar Financial Planners, Inc.
Tobias Financial Advisors
|International Assets Investment Management, LLC||Fort Lauderdale, FL||Jun 2018 - Current||1|
|Morgan Stanley||Boca Raton, FL||Oct 2011 - Jun 2018||6|
|Unemployed||Boca Raton, FL||May 2011 - Oct 2011||< 1|
|Florida Atlantic University||Boca Raton, FL||May 2009 - May 2011||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management794MILLIONS
Total Number of Accounts3,348ACCOUNTS
Average Account Value$237,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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