David Ramos (CRD# 3044564) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Clarksville, TN and has over 25 years of experience in the finance industry.
CRD# 6756020
Raymond James Financial Services Advisors, Inc.
CRD# 5654362
Lpl Financial LLC
CRD# 3272374
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| International Assets Advisory, LLC | Clarksville, TN | Jul 2023 - Current | < 1 |
| International Assets Investment Management, LLC | Clarksville, TN | Jul 2023 - Current | < 1 |
| Sagepoint Financial Advisors | Westlake Village, CA | Feb 2011 - Jul 2023 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 1998 |
- TN
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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
- 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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