Financial International
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial International serves individual clients with portfolio management and related advisory services, operating under a percentage-of-assets fee model common among independent advisers. The firm also offers real estate brokerage, mortgage loan origination, and insurance brokerage services, and it discloses that it may receive commissions on insurance and mortgage product sales.
The firm’s advisory work is integrated with transaction-oriented services, so clients can access fee-based investment management alongside insurance and lending products offered through the firm’s broker and loan officer activities. The principal’s background includes business and real estate credentials, prior work as a registered representative, and ancillary services such as notary public duties, reflecting a wider set of client-facing capabilities.
What is distinctive is the combination of investment advisory services with active real estate brokerage and insurance sales — arrangements that are statistically uncommon for independent advisory firms. The firm’s multi-licensing and acceptance of commission compensation for non-investment products differentiate it from peers that generally focus primarily on fee-based portfolio management.
Client services
Expertise
Occupation focus
Fee options
Receives commission or other compensation for the sale of insurance or mortgage products
Main office
1605 West Olympic Blvd, Suite 9057
Los Angeles CA 90015
Advisors at this office
1
Most active in
California
Also doing business as
Financial International · R & R International Enterprises, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Forms ADV
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