International Assets Investment Management, LLC

International Assets Investment Management, LLC (CRD# 144426) is a financial advisory firm headquartered in Orlando, FL. They manage $794,447,256 in 3,348 accounts and serve the financial needs of clients across 47 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    794
    MILLION
  • Total Number of Accounts
    3,348
    ACCOUNTS
  • Average Account Value
    $237,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at International Assets Investment Management, LLC
Showing 1 - 10 of 111 top financial advisors.
1
Billal Adam
CRD#: 5993434
12 Se 7th St Suite 825, Fort Lauderdale, FL 33301

Billal Adam (CRD# 5993434) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Fort Lauderdale, FL and has over 5 years of experience in the finance industry. Billal Adam 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.

2
Robert M. Alvarez
CRD#: 2242198
390 North Orange Avenue, Suite 750, Orlando, FL 32801

Robert Alvarez (CRD# 2242198) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 18 years of experience in the finance industry. Robert Alvarez 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.

3
David L. Annanders
CRD#: 5412204
1200 W. Olympic Blvd, Los Angeles, CA 90015

David Annanders (CRD# 5412204) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.

4
Brandon R. Barile
CRD#: 2554323
390 North Orange Avenue, Suite 750, Orlando, FL 32801

Brandon Barile (CRD# 2554323) 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. Brandon Barile 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.

5
James E. Bashaw
CRD#: 1251491
390 North Orange Avenue, Suite 750, Orlando, FL 32801

James Bashaw (CRD# 1251491) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 35 years of experience in the finance industry.

6
Edward G. Beckerman
CRD#: 806784
390 North Orange Avenue, Suite 750, Orlando, FL 32801

Edward Beckerman (CRD# 806784) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 28 years of experience in the finance industry.

7
Adam P. Bell
CRD#: 5585025
9812 Millwood Circle, Spanish Fort, AL 36527

Adam Bell (CRD# 5585025) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Spanish Fort, AL and has over 11 years of experience in the finance industry. Adam Bell 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.

8
Damian M. Bell
CRD#: 2348521
9812 Millwood Circle, Spanish Fort, AL 36527

Damian Bell (CRD# 2348521) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Spanish Fort, AL and has over 26 years of experience in the finance industry. Damian Bell 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.

9
Andrew V. Blackwell
CRD#: 1284815
Fishers, IN

Andrew Blackwell (CRD# 1284815) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Fishers, IN and has over 35 years of experience in the finance industry.

10
Nicholas Blackwell
CRD#: 6877888
Fishers, IN

Nicholas Blackwell (CRD# 6877888) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Fishers, IN and has over 2 years of experience in the finance industry.

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