Peyton
Culberson

International Assets Investment Management, LLC

CRD#7568498
Investment Advisor
in Dallas, TX

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About this Advisor

Peyton Culberson is a financial advisor based in Dallas, Texas, working with International Assets Investment Management, LLC. Peyton has previously held positions at Midlothian Heritage High School, Stephen F. Austin State University, Star1 Roofing, Equitable Advisors, LLC, C&N Vending, Delta Marketing, Jarnigan Construction, Nacogdoches Uil Umpire Association, International Assets Advisory, LLC, Megatel Capital Investment, and International Assets Investment Management LLC. Peyton has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Peyton is part of International Assets Investment Management, LLC, which operates out of Dallas, Texas. The firm has 92 offices and 128 employees. The firm manages assets totaling $2.2 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 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

2101 Cedar Springs Road Suite # 700
Dallas, TX 75201

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International Assets Investment Management, LLC Brokerage Details

Total Assets Under Management

$2,212,521,886

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

128

TX Average: 62
Total Number of Accounts

8,359

TX Average: 2,474
Average Account Size

$264,687

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

Peyton Culberson Work History

2024 - Present (1 year)

International Assets Investment Management LLC

2023 - Present (2 years)

International Assets Advisory, LLC

2023 - Present (2 years)

Megatel Capital Investment

2022 - 2023 (1 year)

Equitable Advisors, LLC

2022 - 2022 (< 1 year)

Nacogdoches Uil Umpire Association

2021 - 2021 (< 1 year)

Delta Marketing

2021 - 2022 (1 year)

Jarnigan Construction

2020 - 2020 (< 1 year)

Star1 Roofing

2020 - 2021 (1 year)

C&N Vending

2019 - 2022 (3 years)

Stephen F. Austin State University

2014 - 2019 (5 years)

Midlothian Heritage High School

Disclosures

Please visit the SEC profile of Peyton Culberson 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

Ruben Salas
El Paso, TX
John Spartz
Orlando, FL
John Miller
Orlando, FL
Shane Mahadeo
Orlando, FL
David King
Dallas, TX
Kristina Leuzzi
Orlando, FL
Robert Lindbloom
Medford, OR

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