David
Ramos
International Assets Investment Management, LLC
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About this Advisor
David Ramos is a financial advisor based in Clarksville, Tennessee, working with International Assets Investment Management, LLC. David has previously held positions at Sagepoint Financial Advisors, International Assets Advisory, LLC, and International Assets Investment Management, LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, David is part of International Assets Investment Management, LLC, which operates out of Clarksville, Tennessee. The firm has 92 offices and 122 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at International Assets Investment Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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International Assets Investment Management, LLC Brokerage Details
$1,685,163,470
122
7,168
$235,095
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
David Ramos Work History
International Assets Advisory, LLC
International Assets Investment Management, LLC
Sagepoint Financial Advisors
Disclosures
Please visit the SEC profile of David Ramos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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