Billal Adam, financial advisor Fort Lauderdale FL

Billal Adam

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Billal Adam
Phone Number: 407-254-1516
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    794
    MILLIONS
  • Total Number of Accounts
    3,348
    ACCOUNTS
  • Average Account Value
    $237,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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