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 11 - 20 of 87 top financial advisors.
11
Brent W. Burgesser
CRD#: 3278147
Orlando, FL 32801

Brent Burgesser (CRD# 3278147) 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.

12
Williams K. Butcher
CRD#: 2098675
Houston, TX 77056

Williams Butcher (CRD# 2098675) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Houston, TX and has over 28 years of experience in the finance industry.

13
Edward F. Caputo
CRD#: 4765612
Orlando, FL 32801

Edward Caputo (CRD# 4765612) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 13 years of experience in the finance industry.

14
Paul J. Cella
CRD#: 2165318
Red Bank, NJ 07733

Paul Cella (CRD# 2165318) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Red Bank, NJ and has over 27 years of experience in the finance industry.

15
David Chin
CRD#: 1380575
New York, NY 10005

David Chin (CRD# 1380575) is an Investment Advisor Representative working at International Assets Investment Management, LLC in New York, NY and has over 34 years of experience in the finance industry. David Chin 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.

16
Bonny B. Collins
CRD#: 4016241
Farmers Branch, TX 75234

Bonny Collins (CRD# 4016241) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Farmers Branch, TX and has over 19 years of experience in the finance industry.

17
James A. Conwell
CRD#: 1436190
Daphne, AL 36527

James Conwell (CRD# 1436190) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Daphne, AL and has over 33 years of experience in the finance industry.

18
Dennis Coral
CRD#: 4561718
Coral Springs, FL 33067

Dennis Coral (CRD# 4561718) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Coral Springs, FL and has over 16 years of experience in the finance industry.

19
Alexander R. Creede
CRD#: 6392369
Houston, TX 77057

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

20
Frank A. Cuenca
CRD#: 2143454
San Ramon, CA 94583

Frank Cuenca (CRD# 2143454) is an Investment Advisor Representative working at International Assets Investment Management, LLC in San Ramon, CA and has over 28 years of experience in the finance industry.

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