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George W

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

George Walters III is a financial advisor at International Assets Investment Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with International Assets Advisory, LLC since 2011. Walters serves as a board member of the Melbourne Beach Police Pension Fund and is a volunteer firefighter and treasurer for the Melbourne Beach Volunteer Fire Department. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may engage third-party managers and wrap programs to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Christopher M

Series 63, Series 66

Petaluma, CA

International Assets Investment Management, LLC

Christopher Mc Caffrey is a financial advisor at International Assets Investment Management, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Global Assets Advisory, LLC. Mc Caffrey serves on the committee at Saint Vincent DePaul Parish and holds leadership roles with the Sonoma County Trailblazers and St. Vincents Elementary School advisory board. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm emphasizes customized, long-term portfolio management using a range of investment vehicles and may utilize third-party managers and wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Emmanuel P

CFP®, Series 66

Danville, CA

International Assets Investment Management, LLC

Emmanuel Pablo Jr. is a CFP® professional with 20 years of industry experience, currently affiliated with International Assets Investment Management, LLC. He previously worked at LPL Financial and spent 18 years at Patelco Credit Union. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers, offering customized portfolio management and financial planning.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Cecil R

Series 63, Series 65, Series 66

San Angelo, TX

International Assets Investment Management, LLC

Cecil Ross is a financial advisor with International Assets Investment Management, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He previously worked at LPL Financial and operates his own full-service commercial and personal insurance agency. Ross also participates in community activities, serving on the fundraising committee for the Concho Valley Community Action Agency and as membership chair for the Kiwanis Club. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm emphasizes customized, long-term portfolio management using a range of investment vehicles and offers both discretionary and non-discretionary strategies, including third-party money manager programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jacob G

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Jacob Godfrey is a financial advisor with International Assets Investment Management, LLC in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Concourse Financial Group Securities, Waddell & Reed, and Trustmont Advisory Group, among others. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using a range of securities and offers services including financial planning and access to third-party money managers.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Sean Q

Series 63

Jupiter, FL

International Assets Investment Management, LLC

Sean Quinn is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and 38 years of industry experience. Prior to joining International Assets in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2007 to 2019. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using various investment vehicles and may implement strategies via third-party money managers, sub-advisers, or wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Todd L

Series 63, Series 65

The Woodlands, TX

International Assets Investment Management, LLC

Todd Luft is a financial advisor at International Assets Investment Management, LLC with 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years and held roles at B. Riley Wealth Advisors and B. Riley Wealth Management. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm offers customized portfolio management, financial planning, and access to third-party money managers using a range of investment vehicles tailored to client objectives.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kevin D

Series 63, Series 65

Hillsborough, NJ

International Assets Investment Management, LLC

Kevin Deutsch is a financial advisor at International Assets Investment Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s independent adviser representatives deliver customized, long-term portfolio strategies using mutual funds, ETFs, individual equities, and fixed income, with additional access to third-party managers and financial planning services.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Collin F

Series 66

Rutland, VT

International Assets Investment Management, LLC

Collin Fingon is a financial advisor at International Assets Investment Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Bright Futures Wealth Management. Outside of advisory work, Fingon is a member and manager of Brix Bistro, a restaurant and bar in Rutland, VT, and serves on the Rutland Town School Board as well as the Lake Bomoseen Preservation Trust board. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a network of independent advisers. The firm offers customized portfolio management and financial planning, often integrating third-party managers and focusing on long-term strategies using various asset classes.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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John M

CFP®, Series 66

Orlando, FL

International Assets Investment Management, LLC

John Miller is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with International Assets Investment Management, LLC and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Miller serves as a volunteer board trustee for the Atlantic Beach Police Pension. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm emphasizes customized, long-term portfolio strategies using mutual funds, ETFs, individual equities, and fixed income, and offers discretionary and non-discretionary management, financial planning, and access to third-party programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Reiss H

Series 63, Series 66

Dallas, TX

International Assets Investment Management, LLC

Reiss Holt is a financial advisor with International Assets Investment Management, LLC in Dallas, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining International Assets Advisory and Megatel Capital Investments, he worked at TIAA-CREF Individual & Institutional Services and Raymond James & Associates. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisors. The firm offers customized long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may utilize third-party managers and wrap programs as part of its investment approach.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Shannan D

Series 63, Series 66

Grand Rapids, MI

International Assets Investment Management, LLC

Shannan Denison is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with International Assets Advisory since 2013. Outside of her advisory role, Denison serves as Vice President on the Board of Directors for the West Michigan Jazz Society and is a children's book author. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may incorporate third-party managers or wrap programs as part of its strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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David W

Series 63, Series 66

Orlando, FL

International Assets Investment Management, LLC

David Weinberger is a financial advisor with International Assets Investment Management, LLC, based in Orlando, FL. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. Weinberger has held roles at several firms, including Primus Financial Services, LLC and Global Assets Advisory, LLC. Outside of advisory work, he owns and operates a travel agency called Concierge Cruise & Travel. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent investment adviser representatives. The firm emphasizes customized, long-term portfolio strategies using a range of investment vehicles and may incorporate third-party money managers and wrap programs to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Justin E

Series 66

Oklahoma City, OK

International Assets Investment Management, LLC

Justin Echols is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and based in Oklahoma City, OK. He has no prior industry experience but has a 20-year career with the Oklahoma City Police Department and has been active as a jazz pianist and vocalist since 2010. Outside of his advisory role, he continues to perform and engage in music through Oklahoma Jazz Development. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm delivers customized, long-term portfolio management and financial planning through a national network of independent advisers, utilizing mutual funds, ETFs, equities, fixed income, and third-party managers.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Donald G

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Donald Gunn Jr. is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with International Assets Investment Management since 2022 and also serves as CEO and a partial owner of Rockport Global, LLC, a business affiliated with International Assets Advisory. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and may implement strategies via third-party managers or wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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John P

Series 63, Series 65

Providence, RI

International Assets Investment Management, LLC

John Pronovost is a financial advisor at International Assets Investment Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CAMBRIDGE INVESTMENT RESEARCH Advisors, INC and Main Street Financial Group, LLC. Pronovost serves as an elected trustee for the Town of Woodbury, Connecticut. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers both discretionary and non-discretionary management alongside financial planning and third-party manager referrals.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Richard F

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Richard Fulton is a financial advisor with International Assets Investment Management, LLC in Orlando, FL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with International Assets Advisory, LLC since 2016 and is the founder and sole owner of Seaside Wealth Management, LLC. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party managers and wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Joseph G

Series 66

Troy, NY

International Assets Investment Management, LLC

Joseph Gross is a financial advisor with International Assets Investment Management, LLC and holds a Series 66 designation. He has 24 years of industry experience, including prior roles at Bank of America and Merrill. Gross is also president of Sevenoaks Private Wealth, LLC, a private label entity for financial business. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and may utilize third-party money managers and wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Eilesia D

CFP®, Series 66

Monroe, LA

International Assets Investment Management, LLC

Eilesia Dixon is a CFP® with 23 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC since 2020. Her prior experience includes roles at LPL Financial and Wells Fargo Advisors. She is also the treasurer of Louisiana Hunters for Heroes, a nonprofit providing hunting and fishing opportunities for veterans. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisors. The firm offers customized, long-term portfolio management and financial planning using a range of investment vehicles and may utilize third-party money managers and wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Leroy B

Series 66

Las Flores, CA

International Assets Investment Management, LLC

Leroy Born is a financial advisor at International Assets Investment Management, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. Born also operates Born Capital Partners, a private label entity focused on fee-based financial management. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and offers discretionary and non-discretionary portfolio management alongside financial planning and third-party manager referrals.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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