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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Spencer Carey is an Investment Advisor Representative registered with International Assets Investment Management, LLC. Adam Spencer Carey is located in Orlando, FL and has been in the industry since August 2000. Adam Spencer Carey has a Series 65 registration and is licensed in North Carolina. Adam Spencer Carey specializes in providing investment advice to individuals and businesses and has approximately 50 clients. Adam Spencer Carey also owns and operates The Dantas Advisory Group, an independent insurance agency offering health, life, disability, long-term care, Medicare and annuity insurance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
02/05/2020 - Present
International Assets Investment Management, LLC (ORLANDO FL)
IA
Issued 09/05/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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