Dennis Coral, financial advisor Coral Springs FL
73 score

Dennis Coral

CRD Number: 4561718
Current Firm: International Assets Investment Management, LLC

Dennis Coral (CRD# 4561718) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Coral Springs, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
International Assets Advisory, LLC Miami, FL Mar 2017 - Current 1
Kovack Advisors, Inc. Fort Lauderdale, FL Jan 2017 - Feb 2017 < 1
Kovack Securities, Inc. Fort Lauderdale, FL Jan 2017 - Feb 2017 < 1
Suntrust Advisory Services Atlanta, GA Aug 2016 - Jan 2017 < 1
Suntrust Investment Services, Inc. Atlanta, GA May 2014 - Jan 2017 2
Morgan Stanley Smith Barney Aventura, FL Jun 2009 - May 2014 4
Morgan Stanley & Company, Incorporated Aventura, FL Apr 2007 - May 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S65 NASAA Investment Advisors Law Examination May 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Dennis Coral
Phone Number: 407-254-1516
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    396
    MILLIONS
  • Total Number of Accounts
    2,393
    ACCOUNTS
  • Average Account Value
    $165,642
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

AK, AL, AZ, CA, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
73

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