Richard
Flecca

International Assets Investment Management, LLC

CRD#2719482
Investment Advisor
in Orlando, FL

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About this Advisor

Richard Flecca is a financial advisor based out of Orlando, Florida with a total of 4 years of industry experience. Flecca is an employee of International Assets Investment Management, LLC. Over the course of their career, they have held roles at Lpl Financial, Wells Fargo Clearing Services, LLC, International Assets Investment Management, LLC, Wells Fargo Advisors, LLC, Cetera Advisors, Synergy Wealth Alliance, Rental Properties and International Assets Advisory, LLC. Flecca maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. International Assets Investment Management, LLC is an advisory company headquartered in Orlando, FL. The investment advisory business has offices in 92 locations and a total of 126 advisors. It handles $1 billion in assets under management among its 6,618 accounts, making it one of the largest firms in the country by assets under management. Of its 6,618 client accounts, 31% are held by high-net-worth individuals who have greater than $1 million in investable assets. International Assets Investment Management, LLC performs a broad range 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. Fees charged by financial advisors largely vary depending on which service is provided. However, fee types charged by International Assets Investment Management, LLC can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Richard Flecca Work History

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

2019 - Present (5 years)

International Assets Investment Management, LLC

2019 - Present (5 years)

International Assets Advisory, LLC

2015 - Present (9 years)

Rental Properties

2019 - 2019 (< 1 year)

Cetera Advisors

2019 - 2019 (< 1 year)

Synergy Wealth Alliance

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2012 - 2016 (4 years)

Lpl Financial

*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 Richard Flecca 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

Ily Nolen
Orlando, FL
Shannan Denison
Grand Rapids, MI
Leo Vassallo
Syracuse, NY
Robert Alvarez
Orlando, FL
Michael O'Neil
Orlando, FL
Brandon Barile
Orlando, FL
William Conn
San Francisco, CA
Danny Kominski
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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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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