TrueAdvisor
TrueAdvisor
AF
AF

Alexander L Fullerton

International Assets Investment Management, LLC
11 Years of Experience
Broker
View SEC Summary
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

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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Employment History
Current Registrations
International Assets Investment Management, LLC
June 2024 - Present · 1 yr 8 mos
International Assets Advisory, LLCBroker
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Newedge Advisors
June 2022 - May 2024 · 1 yr 11 mos
LPL Financial LLCBroker
June 2022 - June 2024 · 2 yrs
Ameriprise Financial Services, LLC
January 2021 - June 2022 · 1 yr 5 mos
Ameriprise Financial Services, LLCBroker
January 2021 - June 2022 · 1 yr 5 mos
Planmember Securities Corporation
April 2019 - January 2021 · 1 yr 9 mos
Planmember Securities CorporationBroker
January 2017 - January 2021 · 4 yrs
Metlife Securities INC.Broker
March 2011 - July 2013 · 2 yrs 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.