Leo McRae, financial advisor Orlando FL

Leo McRae

CRD Number: 2359287
Current Firm: International Assets Investment Management, LLC

Leo McRae (CRD# 2359287) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 30 years of experience in the finance industry.

Similar Advisors
Gregory Abdalla, financial advisor Orlando FL
Gregory H. Abdalla
CRD# 6160017
Cetera Investment Advisers LLC
Similar Advisors
Gary Abely, financial advisor Orlando FL
Gary S. Abely
CRD# 2811837
Certified Advisory Corp
Similar Advisors
Lauren Abramowitz, financial advisor Orlando FL
Lauren M. Abramowitz
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name Location Dates Years
International Assets Investment Management, LLC Vancouver, WA Mar 2021 - Current 2
International Assets Advisory, LLC Vancouver, WA Mar 2021 - Current 2
Kingswood Capital Partners, LLC San Diego, CA Feb 2021 - Mar 2021 < 1
Kingswood Wealth Advisors, LLC San Diego, CA Feb 2021 - Mar 2021 < 1
Edward Jones St Louis, MO Jun 2007 - Nov 2020 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Jun 1993
S66 NASAA Uniform Combined State Law Examination Aug 2007
Disclosure Information

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
Contact Info for Leo W. McRae
Phone Number: 407-254-1500
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,445
    MILLIONS
  • 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

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.