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Derek John Peterson

International Assets Advisory, LLC

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About Derek John Peterson

Derek John Peterson is an active investment advisor representative with International Assets Advisory, LLC based in Dallas, Texas. Derek has been in the industry since 1989 and holds the Series 7, Series 24 and Series 63 licenses. Derek has previously worked with a number of firms including NOVA CAPITAL SOLUTIONS, LLC, TERRA CAPITAL MARKETS LLC, WALTON SECURITIES, INC., COLE CAPITAL CORPORATION, ICON SECURITIES CORP., CHARLES SCHWAB & CO., INC., DARNALL, KEMNA & CO., INC., and WALL STREET PACIFIC FINANCIAL RESOURCES, INC.

Firm Information

Derek Peterson is currently registered with International Assets Advisory, LLC. International Assets Advisory, LLC is a Limited Liability Company formed in 2001. The firm offers investment advisory services, including selection of other advisors, portfolio management for businesses, and portfolio management for pooled investment vehicles. The firm is registered with the SEC and is also registered in all 50 states and the District of Columbia.
International Assets Advisory, LLC

111 N. ORANGE AVENUE

ORLANDO, FL 32801

Not reported

Assets Under Management

Not reported

Total Clients

32

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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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.

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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percentage of assets

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

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Derek Peterson’s Registration & Firm History

TX

05/05/2021 - Present

International Assets Advisory, LLC (DALLAS TX)

FL

08/16/2018 - 05/11/2021

NOVA CAPITAL SOLUTIONS, LLC (POMPANO BEACH FL)

NY

03/11/2015 - 03/05/2018

TERRA CAPITAL MARKETS LLC (NEW YORK NY)

AZ

11/14/2007 - 12/04/2014

WALTON SECURITIES, INC. (SCOTTSDALE AZ)

AZ

02/13/2004 - 10/25/2007

COLE CAPITAL CORPORATION (PHOENIX AZ)

NY

07/22/2002 - 02/02/2004

ICON SECURITIES CORP. (NEW YORK NY)

TX

07/26/1989 - 08/07/2000

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NA

04/05/1989 - 08/22/1989

DARNALL, KEMNA & CO., INC.

NA

11/23/1988 - 04/08/1989

WALL STREET PACIFIC FINANCIAL RESOURCES, INC.

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Licenses & Designations

BC

Issued 03/01/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Derek John Peterson. Review regulatory record here.
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