Russell BlumCRD Number: 1276754
Current Firm: International Assets Investment Management, LLC
Russell Blum (CRD# 1276754) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 38 years of experience in the finance industry.
Merit Financial Advisors
Securian Financial Services, Inc.
Certified Advisory Corp
|International Assets Advisory||Orlando, FL||Sep 2018 - Current||4|
|International Assets Investment Management LLC||Orlando, FL||Sep 2018 - Current||4|
|Suntrust Advisory Services||Atlanta, GA||Aug 2016 - Aug 2018||2|
|Suntrust Investment Services, Inc.||Boca Raton, FL||Jul 2015 - Aug 2018||3|
|Wells Fargo Advisors LLC||Boca Raton, FL||May 2009 - Jul 2015||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Jun 1992|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,445MILLIONS
Total Number of Accounts6,618ACCOUNTS
Average Account Value$218,270
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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, 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
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