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).

By the Numbers
  • Total Assets Under Management
    1,445
    MILLION
  • 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
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, 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

Financial Advisors at International Assets Investment Management, LLC
Showing 71 - 80 of 99 top financial advisors.
71
Cecil A. Ross
CRD#: 2391047
5301 Knickerbocker Road, Suite 110, San Angelo, TX 76904

Cecil Ross (CRD# 2391047) is an Investment Advisor Representative working at International Assets Investment Management, LLC in San Angelo, TX and has over 29 years of experience in the finance industry.

72
Ruben E. Salas
CRD#: 4953150
1790 Lee Trevino, Suite 602, El Paso, TX 79936

Ruben Salas (CRD# 4953150) is an Investment Advisor Representative working at International Assets Investment Management, LLC in El Paso, TX and has over 18 years of experience in the finance industry.

73
Lisa A. Samuels
CRD#: 5470140
15436 66th Court North, Loxahatchee, FL 33470

Lisa Samuels (CRD# 5470140) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Loxahatchee, FL and has over 9 years of experience in the finance industry.

74
Anne A. Satterfield
CRD#: 4765572
390 North Orange Avenue, Suite 750, Orlando, FL 32801

Anne Satterfield (CRD# 4765572) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 19 years of experience in the finance industry.

75
Edward J. Schiavi
CRD#: 2032536
5345 Wyoming Blvd Ne, Suite 200-c, Albuquerque, NM 87109

Edward Schiavi (CRD# 2032536) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Albuquerque, NM and has over 33 years of experience in the finance industry. Edward Schiavi 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.

76
Warren W. Seeley
CRD#: 2670475
390 North Orange Avenue, Suite 750, Orlando, FL 32801

Warren Seeley (CRD# 2670475) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 25 years of experience in the finance industry.

77
Cindy L. Shuman
CRD#: 2604262
390 North Orange Avenue, Suite 750, Orlando, FL 32801

Cindy Shuman (CRD# 2604262) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 20 years of experience in the finance industry.

78
Steven J. Spartz
CRD#: 1676309
390 North Orange Avenue, Suite 750, Orlando, FL 32801

Steven Spartz (CRD# 1676309) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 36 years of experience in the finance industry.

79
Robert D. Stein
CRD#: 2741065
390 North Orange Avenue, Suite 750, Orlando, FL 32801

Robert Stein (CRD# 2741065) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 27 years of experience in the finance industry.

80
Timothy C. Sullivan
CRD#: 2969989
390 North Orange Avenue, Suite 750, Orlando, FL 32801

Timothy Sullivan (CRD# 2969989) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 25 years of experience in the finance industry.

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