George August Walters

Employer firm

International Assets Investment Management, LLC CRD 144426

$2.57B regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → Present
  International Assets Advisory, Llc
  Orlando, FL
• 09/2024 → Present
  International Assets Investment Management Llc
  Orlando, FL

Other Businesses

1) MELBOURNE BEACH POLICE PENSION FUND 507 OCEAN AVENUE, MELBOURNE BEACH, FL 32551 - BOARD MEMBER SINCE 6/2017 - MEET QUARTERLY TO DISCUSS MBPD PENSION FUND INVESTMENTS - APPROX 1 HR/MO - NO COMPENSATION 2) PREMIUM PROPERTIES 5675 N. ATLANTIC AVENUE, #102, COCOA, FL 32931 - REAL ESTATE - AGENT SINCE 8/2017 - RESIDENTIAL REAL ESTATE SALES - APPROX 20 HRS/MO - COMMISSIONS. 3) PROPERTY MANAGER 896 S. FLAGLER AVENUE, FERNANDINA BCH, FL 32034 - MANAGE GRANDMOTHERS RENTAL HOME SINCE 7/2013 - NO COMPENSATION 4) MELBOURNE BEACH VOLUNTEER FIRE DEPT 507 OCEAN AVENUE, MELBOURNE BEACH, FL 32951 - VOLUNTEER FIREFIGHTER SINCE 4/2022, TREASURER SINCE 10/2022 - APPROX 20 HRS/MO - QUARTERLY STIPEND 5) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE STE 1000 ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 09/2024 - APPROX 40 HRS/MO - FEE BASED COMPENSATION

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-06
• S63 Uniform Securities Agent State Law Examination
  2004-07-30

Other Names

• George August Walters