Anne
Satterfield
International Assets Investment Management, LLC
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About this Advisor
Anne Satterfield is a financial advisor working out of Danville, Virginia who has 1 year of relevant experience. Satterfield works at International Assets Investment Management, LLC. The advisor has gained experience at Edward Jones, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, International Assets Advisory, LLC and International Assets Investment Management, LLC. Satterfield maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Virginia. International Assets Investment Management, LLC is a firm based in Orlando, FL. The firm has offices in 92 locations and a total of 126 employees. It administers $1 billion in assets under management among its 6,618 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 6,618 accounts, 31% are associated with high-net-worth investors who have at least $1 million in assets. International Assets Investment Management, LLC offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which service is provided. However, fee types charged by International Assets Investment Management, LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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International Assets Investment Management, LLC Brokerage Details
$1,444,509,347
126
6,618
$218,270
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
Anne Satterfield Work History
Anne has been registered as a financial advisor for 1 years.*
International Assets Advisory, LLC
International Assets Investment Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anne Satterfield 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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