Best Investors
Account
Sign in
Best Investors
Account
Sign in
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-11-02 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
110 South Main Street Suite 203, Broken Arrow, OK 74012 • United States
2 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 |
|---|---|---|---|---|
| Bokf, Na | Tulsa | OK | 08/2011 | 08/2021 |
| Bok Financial Securities, Inc. | Muskogee | OK | 09/2011 | 08/2021 |
| International Assets Advisory, Llc | Broken Arrow | OK | 10/2021 | 05/2023 |
| International Assets Investment Management, Llc | Broken Arrow | OK | 10/2021 | Present |
1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N. ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 10/2021 - APPROX 40 HRS/MO - FEE BASED COMPENSATION 2) HALL WEALTH MANAGEMENT, LLC 110 S. MAIN STREET, SUITE 203, BROKEN ARROW, OK 74012 - PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS - DIRECTOR SINCE 10/2021 - APPROX 40 HRS/MO - COMMISSIONS/FEES 3) HALL WEALTH MANGEMENT, 110 S. MAIN STREET, SUITE 203, BROKEN ARROW, OK 74012 - MEDICARE AGENT - SINCE 10/23 - APPROX. 20 HRS/MO - COMMISSION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-05 |
Reach out to this advisor