Leo McRae (CRD# 2359287) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 30 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| International Assets Investment Management, LLC | Vancouver, WA | Mar 2021 - Current | 3 |
| International Assets Advisory, LLC | Vancouver, WA | Mar 2021 - Current | 3 |
| Kingswood Capital Partners, LLC | San Diego, CA | Feb 2021 - Mar 2021 | < 1 |
| Kingswood Wealth Advisors, LLC | San Diego, CA | Feb 2021 - Mar 2021 | < 1 |
| Edward Jones | St Louis, MO | Jun 2007 - Nov 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management1,685MILLIONS
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Total Number of Accounts7,168ACCOUNTS
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Average Account Value$235,095
- A percentage of assets under your management
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