Anne Adkerson Satterfield

International Assets Investment Management, LLC

16 Years of Experience

1 DisclosureBroker

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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 (1)

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Customer Dispute

June 2018

Denied

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Other Business Activities

Anne is an advisor with International Assets Investment Management LLC and the owner of Gold Leaf Investments, a private label entity for her financial business, taking nearly full-time. She also serves as a board member for Virginia Tech, dedicating minimal time.

Employment History

Current Registrations

International Assets Investment Management, LLC

January 2022 - Present · 4 yrs 1 mo

International Assets Advisory, LLCBroker

January 2022 - Present · 4 yrs 1 mo

Edward JonesBroker

August 2010 - September 2015 · 5 yrs 1 mo

Bb&t Asset Management, INC.

May 2005 - October 2005 · 5 mos

Bb&t Investment Services, INC.Broker

June 2004 - December 2004 · 6 mos

State Registrations7 states

FLHINCNHNYSCVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.