Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aaron is the president and 20% owner of Rockport Global, LLC, and an advisor at International Assets Investment Management LLC, dedicating full-time hours to these roles. He also has part ownership in Knälters, LLC and K941, LLC for investment property holdings, and works as a craftsman in his spouse's furniture business, spending minimal time on each of these 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
Previous Registrations
International Assets Investment Management, LLC
July 2012 - December 2015 · 3 yrs 5 mos
First Brokerage America, L.L.C.
May 2011 - July 2012 · 1 yr 2 mos
First Brokerage America, L.L.C.Broker
September 2006 - July 2012 · 5 yrs 10 mos
Fifth Third Securities, INC.
February 2005 - September 2006 · 1 yr 7 mos
Fifth Third Securities, INC.Broker
September 2004 - September 2006 · 2 yrs
Banc One Securities Corporation
May 2004 - September 2004 · 4 mos
Banc One Securities CorporationBroker
May 2004 - September 2004 · 4 mos
American Express Financial Advisors INC.Broker
February 2003 - May 2004 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
February 2003 - May 2004 · 1 yr 3 mos
State Registrations23 states
ALAZCAFLGAIAILKSLAMDMIMOMSNCNHNJNYOHPAPRSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Michael Knoll - Financial Advisor | TrueAdvisor