David James Lloyd

International Assets Advisory, LLC

20 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

International Assets Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

101 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Location

111 N. Orange Avenue, Suite 1000, Orlando, FL, 32801

Get directions

History

Regulatory History (1)

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

July 2020

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

David is a registered investment advisor with Global Assets Advisory, LLC, dedicating nearly full-time hours to this role. He is also a partner in Laszlo Rigsby Advisory Services, spends about a quarter of his time as owner of HAL Ventures, Inc., and dedicates a few hours per week as a health insurance broker.