Best Investors Account Sign in
Current Employers
International Assets Investment Management, Llc

111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-01-31
  • VA RA
    APPROVED
    Since 2022-01-31

Branch Locations

111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States

349 B Piney Forest Road, Danville, VA 24540 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Danville VA 08/2015 11/2016
Wells Fargo Clearing Services, Llc Danville VA 11/2016 01/2022
International Assets Advisory, Llc Danville VA 01/2022 Present
International Assets Investment Management, Llc Danville VA 01/2022 Present
Previous Registrations
Other Businesses

1. INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 1/2022 - APPROX 20 HRS/MO - FEE BASED COMPENSATION 2. GOLD LEAF INVESTMENTS - 349B Piney Forest Road, Danville VA 24540 - PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS - OWNER SINCE 1/2022 - APPROX 160 HRS/MO - COMMISSIONS 3. Virginia Tech - CALS - 250 Drillfrield Dr, Blacksburg VA 24060 - College - Board Member - Since 04/01/2024 - APPRX 1 HR/MO - NO COMPENSATION

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-27
S65 Uniform Investment Adviser Law Examination 2005-05-12
S63 Uniform Securities Agent State Law Examination 2004-08-12
  • S66 Uniform Combined State Law Examination
    2010-08-27
  • S65 Uniform Investment Adviser Law Examination
    2005-05-12
  • S63 Uniform Securities Agent State Law Examination
    2004-08-12
Other Names
  • Anne Howard Adkerson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Orlando, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor