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Cindy Lynn Shuman

International Assets Investment Management, LLC

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About Cindy Lynn Shuman

Cindy Lynn Shuman is a Registered Representative and Investment Advisor Representative. Cindy has been in the financial industry for over 20 years. Currently, Cindy is with International Assets Investment Management, LLC, and previously worked for LPL Financial LLC, INVEST FINANCIAL CORPORATION and FINANCIAL NETWORK INVESTMENT CORPORATION. Cindy is registered with FINRA and the state of Pennsylvania. Cindy has a Series 66 license and Series 7 and SIE exams. Cindy provides financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Cindy Shuman 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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Cindy Shuman’s Registration & Firm History

FL

10/13/2021 - Present

International Assets Investment Management, LLC (ORLANDO FL)

PA

02/14/2018 - 10/21/2021

LPL FINANCIAL LLC (EAST PETERSBURG PA)

PA

09/11/2007 - 02/14/2018

INVEST FINANCIAL CORPORATION (EAST PETERSBURG PA)

PA

08/23/2002 - 09/20/2007

FINANCIAL NETWORK INVESTMENT CORPORATION (EAST PETERSBURG PA)

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Licenses & Designations

BOTH

Issued 10/11/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cindy Lynn Shuman.
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