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Alexander L Fullerton

International Assets Investment Management, LLC

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About Alexander L Fullerton

Alexander Fullerton is a financial advisor with International Assets Investment Management, LLC located in Orlando, FL. Alexander has been in the industry since 2014. Alexander is registered with the state of Florida as a Registered Investment Advisor (IA). Alexander holds Series 6, 7 and 66 securities licenses as well as the SIE exam. Alexander has been with International Assets Investment Management, LLC since May 2024. Prior to that, Alexander was with LPL Financial LLC, Ameriprise Financial Services, LLC, and PlanMember Securities Corporation. Alexander specializes in retirement planning, financial planning, and portfolio management for businesses and individuals.

Firm Information

Alexander Fullerton is currently registered with International Assets Investment Management, LLC. International Assets Investment Management, LLC is an Orlando, FL-based investment advisor with over $1.68 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and corporations. They also select other advisors for clients. Their team includes over 100 licensed agents, investment advisor representatives, and registered representatives.
International Assets Investment Management, LLC

111 NORTH ORANGE AVENUE

ORLANDO, FL 32801

$1.69B

Assets Under Management

50

Total Clients

116

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Fullerton’s Registration & Firm History

FL

06/12/2024 - Present

International Assets Investment Management, LLC (ORLANDO FL)

FL

06/06/2022 - 06/10/2024

LPL FINANCIAL LLC (JUPITER FL)

FL

01/27/2021 - 06/14/2022

AMERIPRISE FINANCIAL SERVICES, LLC (PALM BEACH GARDENS FL)

FL

01/27/2017 - 01/27/2021

PLANMEMBER SECURITIES CORPORATION (WESTON FL)

FL

03/21/2011 - 07/17/2013

METLIFE SECURITIES INC. (FORT LAUDERDALE FL)

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Licenses & Designations

BOTH

Issued 02/27/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2018

Series 7 - General Securities Representative Examination

BC

Issued 01/27/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander L Fullerton.
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