Cecil
Ross

International Assets Investment Management, LLC

CRD#2391047
Investment Advisor
in San Angelo, TX

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About this Advisor

Cecil Ross is a financial advisor based in San Angelo, Texas, working with International Assets Investment Management, LLC. Cecil has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Cecil A Ross Investment & Insurance Group, Tourgreens Of Texas, Inc, Lpl Financial LLC, International Assets Advisory, LLC, and International Assets Investment Management, LLC. Cecil has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Cecil is part of International Assets Investment Management, LLC, which operates out of San Angelo, Texas. 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

Series 63, Series 65, Series 66

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

5301 Knickerbocker Road Suite 110
San Angelo, TX 76904

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International Assets Investment Management, LLC Brokerage Details

Total Assets Under Management

$1,685,163,470

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

122

TX Average: 62
Total Number of Accounts

7,168

TX Average: 2,474
Average Account Size

$235,095

TX 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

Cecil Ross Work History

2019 - Present (5 years)

International Assets Advisory, LLC

2019 - Present (5 years)

International Assets Investment Management, LLC

2014 - Present (10 years)

Tourgreens Of Texas, Inc

2010 - Present (14 years)

Cecil A Ross Investment & Insurance Group

2014 - 2019 (5 years)

Lpl Financial LLC

2009 - 2014 (5 years)

Raymond James Financial Services Advisors, Inc

2004 - 2014 (10 years)

Raymond James Financial Services, Inc

Disclosures

Please visit the SEC profile of Cecil Ross 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

Edward Massari
Orlando, FL
Michael Walker
La Crescenta, CA
Michael Petramalo
Orlando, FL
Robert Alvarez
Orlando, FL
Kristina Leuzzi
Orlando, FL
Mark Potocsny
Cheshire, CT
Cesar Olivares
Orlando, FL
Justin Bodnar
Orlando, FL

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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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