Edward Beckerman, financial advisor Orlando FL

Edward Beckerman

CRD Number: 806784
Current Firm: International Assets Investment Management, LLC

Edward Beckerman (CRD# 806784) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 31 years of experience in the finance industry.

Similar Advisors
Peter Abbate, financial advisor Orlando FL
Peter Abbate
CRD# 6127350
Merit Financial Advisors
Similar Advisors
Gregory Abdalla, financial advisor Orlando FL
Gregory H. Abdalla
CRD# 6160017
Securian Financial Services, Inc.
Similar Advisors
Gary Abely, financial advisor Orlando FL
Gary S. Abely
CRD# 2811837
Certified Advisory Corp
Company Name Location Dates Years
International Assets Advisory, LLC Marietta, GA Sep 2019 - Current 3
Mml Investors Services, LLC Peachtree Corners, GA Mar 2017 - Jul 2019 2
Massachusetts Mutual Life Insurance Company Peachtree Corners, GA Jul 2016 - Jul 2019 3
Metlife Securities Inc. Atlanta, GA May 1988 - Mar 2017 28
Metropolitan Life Insurance Company Atlanta, GA May 1988 - Jul 2016 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
Contact Info for Edward G. Beckerman
Phone Number: 407-254-1500
Firm Website: http://www.iaac.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,445
    MILLIONS
  • Total Number of Accounts
    6,618
    ACCOUNTS
  • Average Account Value
    $218,270
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Edward Beckerman and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.