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
Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business Activities

Ann is a 100% owner of Vickis LLC, Chief Business Development Officer for International Assets Investment Management LLC and Primus Financial Services, LLC, a voluntary board member and secretary elect for Alternative & Direct Investment Securities Association (ADISA), a passive minority owner of eFLOORTRADE, LLC, and a board member for Damon Mitchell Memorial Fund, Inc. These activities take about 10-20% of Ann's time.

Employment History
Current Registrations
Primus Financial Services, LLCBroker
September 2021 - Present · 4 yrs 5 mos
International Assets Investment Management, LLC
February 2016 - Present · 10 yrs
International Assets Advisory, LLCBroker
June 2008 - Present · 17 yrs 8 mos
Previous Registrations
Iaa Financial LLCBroker
April 2014 - December 2014 · 8 mos
Iaa Financial LLCBroker
February 2014 - March 2014 · 1 mo
Five X Securities, LLCBroker
August 2008 - March 2009 · 7 mos
State Registrations3 states
FLILKY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ann Katherine Moore - Financial Advisor | TrueAdvisor