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Cecil Allen Ross

International Assets Investment Management, LLC

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About Cecil Allen Ross

Cecil Ross has been providing financial advice for over 30 years and has a wealth of experience in the industry. Cecil has a proven track record of success in helping clients achieve their financial goals. Cecil is a registered representative with International Assets Investment Management, LLC and holds the Series 66, Series 65, Series 63, Series 10, Series 9, SIE and Series 7 licenses. Cecil is also a licensed insurance agent and holds a Commercial & Personal insurance agency. Cecil is committed to providing his clients with personalized financial advice and guidance. Cecil believes in building long-term relationships with his clients and is dedicated to helping them achieve their financial goals. Cecil is a member of the Financial Industry Regulatory Authority (FINRA) and is committed to upholding the highest ethical standards. Cecil currently works in the San Angelo, TX office of International Assets Investment Management, LLC and has a branch office in Orlando, Florida.

Firm Information

Cecil Ross 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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Cecil Ross’s Registration & Firm History

TX

12/16/2019 - Present

International Assets Investment Management, LLC (SAN ANGELO TX)

TX

09/30/2014 - 12/24/2019

LPL FINANCIAL LLC (SAN ANGELO TX)

TX

08/30/2004 - 10/01/2014

RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN ANGELO TX)

MO

01/24/1997 - 08/31/2004

EDWARD JONES (ST. LOUIS MO)

NY

11/14/1995 - 02/07/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MO

12/23/1993 - 11/13/1995

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 07/24/2007

Series 66 - Uniform Combined State Law Examination

IA

Issued 02/20/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/31/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/25/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Cecil Allen Ross. Review regulatory record here.
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