Best Investors
Account
Sign in
Best Investors
Account
Sign in
International Assets Investment Management, LLC CRD 144426
$2.57B regulatory AUM 42 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-26 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Lubbock, TX • United States
3 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lubbock | TX | 10/2009 | 08/2023 |
| Bank Of America, N.A. | Lubbock | TX | 12/2009 | 08/2023 |
| International Assets Advisory, Llc | Lubbock | TX | 10/2023 | 09/2024 |
| International Assets Investment Management, Llc | Lubbock | TX | 10/2023 | Present |
1) LANE WEALTH MANAGEMENT 5001 WEST LOOP 289, SUITE 240, LUBBOCK, TX, 79414 - PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS - FINANCIAL ADVISOR SINCE 01/01/2012 - APPROX 300 HOURS/MO - FEE BASED COMMISSION 2) CHRISTOPHER LANE, RANCH OPERATION - 4517 39TH STREET, LUBBOCK, TX 79414 - SALES OF STEERS AND BULLS SINCE 06/2015 - APPROX 4 HRS/MO - SALE PROCEED INCOME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-04 |
Reach out to this advisor