International Assets Advisory
International Assets Advisory, LLC,(“IAA”) is a full service brokerage and money management firm. IAA, founded in 1982, is registered under the Securities Act of 1934. From our offices in Orlando, we serve thousands of clients - in Central Florida, throughout the country, and around the world. Our clients partner with a personal Financial Consultant, who constructs an investment strategy custom tailored to the unique needs of each client. We pride ourselves on our independent analysis and work with clients who seek to enhance their returns and lower their portfolio risk through global diversification and proper asset allocation strategies. At IAA Capital Markets, we pride ourselves in our tailored, personal approach to institutional investing and independent analysis as specialists in global financial markets. Further, our institutional clients benefit from access to a wide array of global investment opportunities. With Pershing (the industry's largest global business solutions provider) as our clearing agent, clients can be assured of access to the latest technology in trade execution and operational support. As specialists in global financial markets, we enable investors to capitalize on a wide array of investment opportunities around the world, including domestic and foreign stocks, bonds, mutual funds, options, insurance, annuities, sophisticated retirement and estate planning services.
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Verified contacts
63
available on Kipplo
LinkedIn employees
67
51 to 200 range
Open roles
—
no listings
Distinct roles
42
indexed titles
Tech stack
2
tools in use
Monthly traffic
395
organic / mo
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Decision-makers and verified team members
63 contacts with verified email or phone · masked until revealed.
- BL
Bill Leedy
VP · General Business & Management
EmailPhone - CC
Christina Crosby
Executive Assistant Office Manager · Operations
EmailPhone - EF
Edward F. Caputo
Senior Financial Advisor · Finance & Accounting
EmailPhone - SM
Sean McIntosh
Onboarding Manager · Operations
EmailPhone - TK
Todd Knapp
Wealth Advisor · Finance & Accounting
EmailPhone - CJ
Carl Johnson
Financial Advisor · Finance & Accounting
EmailPhone - CO
Cesar Olivares
Financial Advisor · Finance & Accounting
EmailPhone - CO
Colleen Oconnor
Senior Accountant · Finance & Accounting
EmailPhone - FG
Fred G. Horrocks
Independent Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 63 verified contacts
Top roles at International Assets Advisory
42 distinct titles indexed · top 10 shown.
- 10financial advisor
- 4operations associate
- 2chief operating officer
- 2executive assistant office manager
- 2independent financial advisor
- 2investment advisor representative
- 2vp
- 2wealth advisor
- 1&,
- 1associate
- +32more titles
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