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James Edward Ratliff

International Assets Advisory, LLC

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About James Edward Ratliff

James Ratliff is a financial advisor with International Assets Advisory, LLC, located in Owens Cross Roads, AL. James has been in the financial services industry since 1987. Prior to joining International Assets Advisory, LLC, James worked at Royal Alliance Associates, Inc., Signator Investors, Inc., Transamerica Financial Advisors, Inc, ProEquities, Inc. and Protective Equity Services, Inc.. James holds Series 6, 26 and 63 securities licenses. James specializes in portfolio management for businesses, portfolio management for pooled investment vehicles and selection of other advisors.

Firm Information

James Ratliff 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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James Ratliff’s Registration & Firm History

AL

07/12/2022 - Present

International Assets Advisory, LLC (OWENS CROSS ROADS AL)

AL

11/02/2018 - 07/14/2022

ROYAL ALLIANCE ASSOCIATES, INC. (Owens Cross roads AL)

AL

05/13/2016 - 11/02/2018

SIGNATOR INVESTORS, INC. (Owens Cross roads AL)

AL

11/04/2005 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (HUNTSVILLE AL)

AL

10/11/1994 - 10/11/2005

PROEQUITIES, INC. (BIRMINGHAM AL)

AL

07/29/1994 - 09/08/1994

PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)

NJ

07/13/1987 - 06/02/1994

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 07/10/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/1992

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 9 public disclosures for James Edward Ratliff. Review regulatory record here.
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