International Assets Investment Management, LLC

International Assets Investment Management, LLC (CRD# 144426) is a financial advisory firm headquartered in Orlando, FL. They manage $1,444,509,347 in 6,618 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,445
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at International Assets Investment Management, LLC
Showing 71 - 80 of 94 top financial advisors.
71
Anne A. Satterfield
CRD#: 4765572
111 North Orange Avenue, Suite 1000, Orlando, FL 32801

Anne Satterfield (CRD# 4765572) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 19 years of experience in the finance industry.

72
Edward J. Schiavi
CRD#: 2032536
5345 Wyoming Blvd Ne, Suite 200-c, Albuquerque, NM 87109

Edward Schiavi (CRD# 2032536) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Albuquerque, NM and has over 33 years of experience in the finance industry.

73
Warren W. Seeley
CRD#: 2670475
111 North Orange Avenue, Suite 1000, Orlando, FL 32801

Warren Seeley (CRD# 2670475) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 26 years of experience in the finance industry.

74
Cindy L. Shuman
CRD#: 2604262
111 North Orange Avenue, Suite 1000, Orlando, FL 32801

Cindy Shuman (CRD# 2604262) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 21 years of experience in the finance industry.

75
Robert D. Stein
CRD#: 2741065
111 North Orange Avenue, Suite 1000, Orlando, FL 32801

Robert Stein (CRD# 2741065) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 27 years of experience in the finance industry.

76
Glenn R. Toussaint
CRD#: 1145760
4 Candlewood Drive, Washington Township, NJ 07882
Glenn Toussaint (CRD# 1145760) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Washington, NJ and has over 23 years of experience in the finance industry. Glenn Toussaint 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 putclients' interests first and comply with the Financial Planning Practice Standards.
77
Leo R. Vassallo
CRD#: 1920639
120 E. Washington Street, Suite 1003, Syracuse, NY 13202

Leo Vassallo (CRD# 1920639) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Syracuse, NY and has over 35 years of experience in the finance industry.

78
Michael C. Walker
CRD#: 2872900
3959 Foothill Blvd, Suite 204, La Crescenta Blvd., CA 91214

Michael Walker (CRD# 2872900) is an Investment Advisor Representative working at International Assets Investment Management, LLC in La Crescenta Blvd., CA and has over 24 years of experience in the finance industry.

79
Jeffrey C. Wallgren
CRD#: 5998714
Fargo, ND

Jeffrey Wallgren (CRD# 5998714) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Fargo, ND and has over 11 years of experience in the finance industry.

80
David S. Wilson
CRD#: 2975346
13100 N. Macarthur Blvd, Oklahoma City, OK 73142

David Wilson (CRD# 2975346) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Oklahoma City, OK and has over 26 years of experience in the finance industry.

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