International Assets Investment Management, LLC

International Assets Investment Management, LLC (CRD# 144426) is a financial advisory firm headquartered in Orlando, FL. They manage $794,447,256 in 3,348 accounts and serve the financial needs of clients across 47 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    794
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at International Assets Investment Management, LLC
Showing 1 - 10 of 120 top financial advisors.
1
Adam P. Bell
CRD#: 5585025
9812 Millwood Circle, Spanish Fort, AL 36527
96
Wealthminder
score

Adam Bell (CRD# 5585025) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Spanish Fort, AL and has over 10 years of experience in the finance industry. Adam Bell 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.

2
Williams K. Butcher
CRD#: 2098675
1800 Bering Suite 1050, Houston, TX 77057
96
Wealthminder
score

Williams Butcher (CRD# 2098675) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Houston, TX and has over 28 years of experience in the finance industry.

3
Jose R. Da Cruz
CRD#: 5708542
225 High Ridge Road East Bldg, 1st Floor, Stamford, CT 06905
96
Wealthminder
score

Jose Da Cruz (CRD# 5708542) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Stamford, CT and has over 9 years of experience in the finance industry.

4
Ryan P. O' Leary
CRD#: 4463887
10015 Gallant Lane, Tampa, FL 33625
96
Wealthminder
score

Ryan O' Leary (CRD# 4463887) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Tampa, FL and has over 16 years of experience in the finance industry. Ryan O' Leary 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.

5
Rodolfo A. Suarez
CRD#: 1194130
390 North Orange Avenue, Suite 750, Orlando, FL 32801
96
Wealthminder
score

Rodolfo Suarez (CRD# 1194130) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 12 years of experience in the finance industry. Rodolfo Suarez 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.

6
Alexander R. Creede
CRD#: 6392369
1800 Bering Suite 1050, Houston, TX 77057
95
Wealthminder
score

Alexander Creede (CRD# 6392369) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Houston, TX.

7
William Alston
CRD#: 2337755
2800 North Central Avenue, Suite 2100, Phoenix, AZ 85004
93
Wealthminder
score

William Alston (CRD# 2337755) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Phoenix, AZ and has over 23 years of experience in the finance industry.

8
Justin A. Bodnar
CRD#: 5538244
390 North Orange Avenue, Suite 750, Orlando, FL 32801
93
Wealthminder
score

Justin Bodnar (CRD# 5538244) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 9 years of experience in the finance industry.

9
Ronald P. Cameron
CRD#: 2551641
4375 North Vantage Drive, Suite 103, Fayetteville, AR 72703
93
Wealthminder
score

Ronald Cameron (CRD# 2551641) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Fayetteville, AR and has over 24 years of experience in the finance industry.

10
Edward F. Caputo
CRD#: 4765612
390 North Orange Avenue, Suite 750, Orlando, FL 32801
93
Wealthminder
score

Edward Caputo (CRD# 4765612) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 13 years of experience in the finance industry.

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