Lori
Timothy
International Assets Investment Management, LLC
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About this Advisor
Lori Timothy is a financial advisor based in Orlando, Florida with a total of 1 year of relevant experience. Timothy works at International Assets Investment Management, LLC. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, International Assets Advisory, LLC and International Assets Investment Management, LLC. Timothy has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Utah. International Assets Investment Management, LLC is a registered investment company based out of Orlando, FL. The investment advisory business has offices in 92 locations and a total of 126 financial advisors. It has $1 billion in total assets among its 6,618 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 6,618 client accounts, 31% are associated with high-net-worth investors who have at least $1 million in assets. International Assets Investment Management, LLC has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the type of financial services offered. However, fee types charged by International Assets Investment Management, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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International Assets Investment Management, LLC Brokerage Details
$1,444,509,347
126
6,618
$218,270
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
Lori Timothy Work History
Lori has been registered as a financial advisor for 1 years.*
International Assets Advisory, LLC
International Assets Investment Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Lori Timothy 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
Grand Rapids, MI
Orlando, FL
Syracuse, NY
Orlando, FL
Orlando, FL
Orlando, FL
Fort Lauderdale, FL
Orlando, FL
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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