Brandon Reed Barile

CFP

International Assets Investment Management, LLC

28 Years of Experience

4 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

International Assets Investment Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

119 advisors

Number of Clients

5,283 clients

Average Client Portfolio

$419K average

Assets Under Management

$2.2B

Fee Structure

Minimum Investment:$50K

Location

111 North Orange Avenue, Suite 1000, Orlando, FL, 32801

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

June 2012

Customer Dispute

April 2009

Settled

Customer Dispute

October 2008

Settled

Customer Dispute

March 2000

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Brandon is a registered representative at Rockport Global, LLC and an advisor at International Assets Investment Management LLC, dedicating about half his time to these roles. He also works as an agent for Stryde/GMS Savings Solutions, spending a few hours per week, and is involved in two networking groups, dedicating minimal time to those activities.

Employment History

Current Registrations

International Assets Investment Management, LLC

August 2012 - Present · 13 yrs 6 mos

International Assets Advisory, LLCBroker

July 2012 - Present · 13 yrs 7 mos

Banc of America Investment Services, INC.

May 2008 - October 2009 · 1 yr 5 mos

Banc of America Investment Services, INC.Broker

May 2008 - October 2009 · 1 yr 5 mos

Morgan Keegan & Company, INC.

February 2007 - May 2008 · 1 yr 3 mos

Morgan Keegan & Company, INC.Broker

February 2007 - May 2008 · 1 yr 3 mos

Amsouth Investment Management Company LLC

July 2003 - February 2007 · 3 yrs 7 mos

Amsouth Investment Services, INC.

January 2003 - August 2003 · 7 mos

Amsouth Investment Services, INC.Broker

September 2002 - February 2007 · 4 yrs 5 mos

Wachovia Securities, INC.

December 1999 - September 2002 · 2 yrs 9 mos

Wachovia Securities, INC.Broker

December 1999 - September 2002 · 2 yrs 9 mos

Josephthal & CO., INC.Broker

April 1998 - December 1999 · 1 yr 8 mos

Abbey-Ashford Securities, INC.Broker

August 1997 - January 1998 · 5 mos

Josephthal Lyon & Ross IncorporatedBroker

November 1996 - August 1997 · 9 mos

State Registrations12 states

COFLINMAMINHNJNVNYORTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.