Lance Foster Williamson

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

• 10/2011 → 05/2024
  Bankers Life & Casualty
  Louisville, KY
• 12/2016 → 05/2024
  Bankers Life Securities Inc
  Louisville, KY
• 06/2024 → 07/2024
  Unemployed
  Louisville, KY
• 08/2024 → Present
  International Assets Investment Management Llc
  Orlando, FL

Previous Registrations

• 2017-04-06 → 2024-05-06
  Bankers Life Advisory Services, Inc.
  Louisville, KY
  Chicago, IL

Other Businesses

1) AMERICAN SENIOR BENEFITS - 4008 WOODMONT PARK LANE, LOUISVILLE, KY, 40245 - INSURANCE AGENET SINCE 06/15/2024 - COMMISION-BASED COMPENSATION 2) MOUNTAIN PEAK FINANCIAL SOLUTIONS - 4008 WOODMONT PARK LANE, LOUISVILLE, KY, 40245 - ADVISOR SINCE 8/27/2024 - COMMISSION-BASED COMPENSATION

Exams

• S66 Uniform Combined State Law Examination
  2017-04-05