Henry
Taylor

International Assets Investment Management, LLC

CRD#4641256
Investment Advisor
in Orlando, FL

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About this Advisor

Henry Taylor is a financial advisor based out of Orlando, Florida who has 4 years of relevant experience. Taylor is an employee of International Assets Investment Management, LLC. Over the course of their career, Taylor has held roles at Tower Square Securities Inc, Cetera Advisor Networks LLC, Moloney Securities Co., Inc, Moloney Securities Asset Management, LLC, International Assets Advisory, LLC and International Assets Investment Management, LLC. Taylor has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Arkansas. International Assets Investment Management, LLC is a registered investment company operating out of Orlando, FL. The investment advisory business has offices in 92 locations and a total of 126 employees. It oversees $1 billion in total assets across its 6,618 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 6,618 accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets. International Assets Investment Management, LLC provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically are based on which service is provided. Fees charged by International Assets Investment Management, LLC can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

390 North Orange Avenue Suite 750
Orlando, FL 32801

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International Assets Investment Management, LLC Brokerage Details

Total Assets Under Management

$1,444,509,347

FL Average: $1,855,561,029
Total Number of Employees

126

FL Average: 62
Total Number of Accounts

6,618

FL Average: 2,474
Average Account Size

$218,270

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Henry Taylor Work History

Henry has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

International Assets Advisory, LLC

2019 - Present (5 years)

International Assets Investment Management, LLC

2017 - 2019 (2 years)

Moloney Securities Co., Inc

2017 - 2019 (2 years)

Moloney Securities Asset Management, LLC

2013 - 2017 (4 years)

Cetera Advisor Networks LLC

2008 - 2013 (5 years)

Tower Square Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Henry Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at International Assets Investment Management, LLC

Robert Alvarez
Orlando, FL
Ily Nolen
Orlando, FL
Shannan Denison
Grand Rapids, MI
Leo Vassallo
Syracuse, NY
Michael O'Neil
Orlando, FL
Richard Flecca
Orlando, FL
Diane Maddox
Salem, NH
William Conn
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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