Cecil Allen Ross

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

• 07/2010 → Present
  Cecil A Ross Investment & Insurance Group
  San Angelo, TX
• 02/2014 → Present
  Tourgreens Of Texas, Inc.
  San Angelo, TX
• 09/2014 → 12/2019
  Lpl Financial Llc
  San Angelo, TX
• 12/2019 → Present
  International Assets Advisory, Llc
  San Angelo, TX
• 12/2019 → Present
  International Assets Investment Management, Llc
  San Angelo, TX

Previous Registrations

• 2014-09-30 → 2019-12-24
  Lpl Financial Llc
  San Angelo, TX
  San Angelo, TX
  San Diego, CA
• 2009-01-02 → 2014-10-01
  Raymond James Financial Services Advisors, Inc
  San Angelo, TX
  San Angelo, TX
• 2007-08-07 → 2009-01-02
  Raymond James Financial Services, Inc.
  San Angelo, TX

Other Businesses

1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N. ORANGE AVENUE, SUITE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 12/2019 - APPROX 160 HRS/MO - FEE BASED COMPENSATION 2) C A ROSS INSURANCE AGENCY, LLC dba CECIL A. ROSS INVESTMENT & INSURANCE GROUP 5301 KNICKERBOCKER ROAD, SUITE 110, SAN ANGELO, TX 76904 - FULL SERVICE COMMERCIAL & PERSONAL INSURANCE AGENCY - PRESIDENT/OWNER/PARTNER SINCE 3/2012 - APPROX 5 HRS/MO - SALARY 3) C A ROSS WEALTH MANAGEMENT GROUP 5301 KNICKERBOCKER ROAD, SUITE 110, SAN ANGELO, TX 76904 - PRIVATE LABEL ENTITY FOR SECURITIES BUSINESS - REGISTERED INVESTMENT ADVISOR/WEALTH MANAGER SINCE 1/1/20 - APPROX 40 HRS/MO - FEES 4) CECIL ROSS 5301 KNICKERBOCKER ROAD, SUITE 110, SAN ANGELO, TX 76904 - COMMERCIAL LANDLORD SINCE 3/2012 - LESS THAN 1 HR/MO - RENTAL INCOME 5) CONCHO VALLEY COMMUNITY ACTION AGENCY, 5301 KNICKERBOCKER RD, STE 110, SAN ANGELO, TX 76904 - NON-PROFIT - FUND RAISING COMMITTEE - APPROX 1 HR/MO - NO COMPENSATION 6) KIWANIS CLUB, 5301 KNICKERBOCKER RD, STE 110, SAN AGELO, TX 76904 - NON-PROFIT - MEMBERSHIP CHAIR - APPRX 1 HR/MO - NO COMPENSATION

Exams

• S66 Uniform Combined State Law Examination
  2007-07-24
• S65 Uniform Investment Adviser Law Examination
  1996-02-20
• S63 Uniform Securities Agent State Law Examination
  1993-12-31

Other Names

• Cecil A Ross