Lisa Samuels, financial advisor Loxahatchee FL

Lisa Samuels

CRD Number: 5470140
Current Firm: International Assets Investment Management, LLC

Lisa Samuels (CRD# 5470140) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Loxahatchee, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
International Assets Advisory LLC Orlando, FL Aug 2018 - Current 5
Minnesota Life St. Paul, MN Nov 2013 - Jul 2018 4
Evershore Financial Services Inc. Palm Beach Gardens, FL Nov 2013 - Jul 2018 4
Securian Financial Services Inc. St. Paul, MN Nov 2013 - Jul 2018 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Lisa A. Samuels
Phone Number: 407-254-1500
Registered State(s):
  • FL
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

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