International Assets Investment Management, LLC

International Assets Investment Management, LLC (CRD# 144426) is a financial advisory firm headquartered in Orlando, FL. They manage $197,795,084 in 1,014 accounts and serve the financial needs of clients across 36 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    198
    MILLION
  • Total Number of Accounts
    1,014
    ACCOUNTS
  • Average Account Value
    $195,064
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
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, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at International Assets Investment Management, LLC
Showing 1 - 10 of 61 top financial advisors.
1
Williams K. Butcher
CRD#: 2098675
1800 Bering Suite 1050, Houston, TX 77057
96
Wealthminder
score

Williams Butcher (CRD# 2098675) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Houston, TX and has over 26 years of experience in the finance industry.

2
Rodolfo A. Suarez
CRD#: 1194130
390 North Orange Avenue, Suite 750, Orlando, FL 32801
96
Wealthminder
score

Rodolfo Suarez (CRD# 1194130) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 9 years of experience in the finance industry. Rodolfo Suarez 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
Edward F. Caputo
CRD#: 4765612
390 North Orange Avenue, Suite 750, Orlando, FL 32801
93
Wealthminder
score

Edward Caputo (CRD# 4765612) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 10 years of experience in the finance industry.

4
Paul J. Cella
CRD#: 2165318
732 Newmand Springs Rd. Suite 200, Lincroft, NJ 07738
93
Wealthminder
score

Paul Cella (CRD# 2165318) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Lincroft, NJ and has over 24 years of experience in the finance industry.

5
Alexander R. Creede
CRD#: 6392369
1800 Bering Suite 1050, Houston, TX 77057
93
Wealthminder
score

Alexander Creede (CRD# 6392369) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Houston, TX.

6
Dominick J. Cristofaro
CRD#: 2406121
390 North Orange Avenue, Suite 750, Orlando, FL 32801
93
Wealthminder
score

Dominick Cristofaro (CRD# 2406121) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 22 years of experience in the finance industry.

7
Gilbert D. Dulberg
CRD#: 846856
390 North Orange Avenue, Suite 750, Orlando, FL 32801
93
Wealthminder
score

Gilbert Dulberg (CRD# 846856) 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.

8
Bradley M. Epstein
CRD#: 4904999
390 North Orange Avenue, Suite 750, Orlando, FL 32801
93
Wealthminder
score

Bradley Epstein (CRD# 4904999) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 11 years of experience in the finance industry.

9
Dustin M. Faraone
CRD#: 4222769
390 North Orange Avenue, Suite 750, Orlando, FL 32801
93
Wealthminder
score

Dustin Faraone (CRD# 4222769) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 6 years of experience in the finance industry.

10
Gary R. Fletcher
CRD#: 5452492
390 North Orange Avenue, Suite 750, Orlando, FL 32801
93
Wealthminder
score

Gary Fletcher (CRD# 5452492) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 8 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.