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James Aloysius Conwell

International Assets Investment Management, LLC

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About James Aloysius Conwell

James Conwell is an investment advisor representative with International Assets Investment Management, LLC in Daphne, Alabama. James has been in the industry for 31 years and is licensed in 6 states. James has experience with both financial planning and portfolio management, working with both individual and business clients. Previously, James worked with WFG Investments, Inc. in Daphne, Alabama for 7 years.

Firm Information

James Conwell 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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James Conwell’s Registration & Firm History

AL

12/18/2018 - Present

International Assets Investment Management, LLC (DAPHNE AL)

AL

04/05/2010 - 05/26/2017

WFG INVESTMENTS, INC. (DAPHNE AL)

AL

06/10/2008 - 03/29/2010

GUNNALLEN FINANCIAL, INC (DAPHNE AL)

AL

12/20/2007 - 04/11/2008

COLONIAL BROKERAGE, INC. (FAIRHOPE AL)

AL

04/18/1986 - 11/06/2007

COMPASS BROKERAGE, INC. (FAIRHOPE AL)

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Licenses & Designations

BC

Issued 01/31/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 7 public disclosures for James Aloysius Conwell. Review regulatory record here.
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