Robert
Alvarez

International Assets Investment Management, LLC

CRD#2242198
Investment Advisor
in Orlando, FL
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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

Series 66, Certified Financial Planner

Years of Experience

18 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, Performance-based Fees

Disclosures

Yes

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

$613,210,982

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

93

FL Average: 62
Total Number of Accounts

2,574

FL Average: 2,474
Average Account Size

$238,233

FL Average: $750,025

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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.

2014 - Present (5 years)

International Assets Advisory LLC

2013 - 2013 (0 years)

Lpl Financial

2013 - 2014 (1 years)

Rebirth Realty

2000 - 2013 (13 years)

American Express Financial Advisors

Disclosures

Robert Alvarez has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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