Adam Phillip Bell

CFP

International Assets Investment Management, LLC

17 Years of Experience

1 DisclosureBroker

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

9812 Millwood Circle, Daphne, AL, 36527

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History

Regulatory History (1)

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Customer Dispute

June 2018

Denied

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Other Business Activities

Adam works as an investment consultant for Rockbridge Wealth Management and as an advisor for International Assets Investment Management LLC, dedicating full-time hours to each role. Neither activity appears to involve insurance sales.

Employment History

Current Registrations

International Assets Investment Management, LLC

June 2017 - Present · 8 yrs 8 mos

International Assets Advisory, LLCBroker

June 2017 - Present · 8 yrs 8 mos

Previous Registrations

International Assets Investment Management, LLC

June 2017 - June 2017 · 0 mos

Wfg Advisors, LP

April 2011 - May 2017 · 6 yrs 1 mo

Rockbridge Asset Management, LLC

June 2010 - April 2011 · 10 mos

Wfg Investments, INC.Broker

April 2010 - May 2017 · 7 yrs 1 mo

Gunnallen Financial, INC

February 2009 - March 2010 · 1 yr 1 mo

Gunnallen Financial, INCBroker

September 2008 - March 2010 · 1 yr 6 mos

State Registrations28 states

ALARAZCACOFLGAILKSLAMAMDMEMNMOMSNCNJNMNVNYORSCTXVAWAWIWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.