International Assets Investment Management, LLC
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About this Advisor
Robert Alvarez is a certified financial planner based out of Orlando, Florida, with 18 years of financial industry experience. Alvarez is an employee of International Assets Investment Management, LLC. Over the course of their career, they have held roles at American Express Financial Advisors, Lpl Financial, International Assets Advisory LLC and Rebirth Realty. Alvarez maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Louisiana. International Assets Investment Management, LLC is an advisory firm headquartered in Orlando, Florida. The company has offices in 32 locations and a total of 93 financial advisors. It controls $613 million in assets between its 2,574 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 2,574 customer accounts, 33% belong to high-net-worth clients who have more than $1 million in investable assets. International Assets Investment Management, LLC provides a number 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 for financial advisory services are based on the type of financial services. Fees billed by International Assets Investment Management, LLC likely are comprised of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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International Assets Investment Management, LLC Brokerage Details
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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
Robert Alvarez Work History
Robert has 18 years of experience.
International Assets Advisory LLC
American Express Financial Advisors
Robert Alvarez has disclosures.
Please visit their SEC profile for more details.