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Lynn Nicholas Koors

International Assets Advisory, LLC

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About Lynn Nicholas Koors

Lynn Nicholas Koors is a financial advisor with International Assets Advisory, LLC. Lynn has been in the financial services industry for over 25 years and has held previous positions with Wells Fargo Clearing Services, LLC, WFG Investments, Inc., GunnAllen Financial, Inc, Wachovia Securities Financial Network, LLC, CAPTRUST FINANCIAL ADVISORS, LLC, UBS PAINEWEBBER INC., and A. G. EDWARDS & SONS, INC. Lynn is a Registered Representative with FINRA and is licensed in the State of Alabama. Lynn specializes in portfolio management for businesses and pooled investment vehicles.

Firm Information

Lynn Koors 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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Lynn Koors’s Registration & Firm History

AL

02/04/2019 - Present

International Assets Advisory, LLC (DAPHNE AL)

AL

02/21/2018 - 02/01/2019

WELLS FARGO CLEARING SERVICES, LLC (DAPHNE AL)

AL

06/09/2017 - 02/20/2018

INTERNATIONAL ASSETS ADVISORY, LLC (DAPHNE AL)

AL

04/05/2010 - 05/26/2017

WFG INVESTMENTS, INC. (DAPHNE AL)

AL

03/21/2005 - 03/29/2010

GUNNALLEN FINANCIAL, INC (DAPHNE AL)

MO

06/15/2002 - 03/24/2005

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)

NC

03/16/2001 - 06/15/2002

CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)

NJ

03/15/2000 - 03/30/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

MO

08/24/1995 - 03/22/2000

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 09/15/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynn Nicholas Koors.
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