International Assets Investment Management, LLC
International Assets Investment Management, LLC (CRD# 144426) is a financial advisory firm headquartered in Orlando, FL. They manage $1,444,509,347 in 6,618 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,445MILLION
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Total Number of Accounts6,618ACCOUNTS
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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
Lawrence Murphy (CRD# 1270120) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Hilton Head Island, SC and has over 36 years of experience in the finance industry. Lawrence Murphy 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.
Shannon Nagy (CRD# 4376500) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Alma, MI and has over 9 years of experience in the finance industry.
Daniel Nelson (CRD# 5707212) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Evans City, PA and has over 13 years of experience in the finance industry.
James Nelson (CRD# 1365220) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Evans City, PA and has over 38 years of experience in the finance industry.
Kevin Nichols (CRD# 1961596) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Alma, MI and has over 34 years of experience in the finance industry.
Myra Nicholson (CRD# 2740029) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 14 years of experience in the finance industry.
Matthew Novak (CRD# 6015880) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Fort Lauderdale, FL and has over 10 years of experience in the finance industry. Matthew Novak 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.
Ryan O' Leary (CRD# 4463887) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Tampa, FL and has over 21 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.
Michael O'neil (CRD# 4141201) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 23 years of experience in the finance industry.
Cesar Olivares (CRD# 5291012) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 16 years of experience in the finance industry.