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Peyton Graham Culberson

International Assets Investment Management, LLC

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About Peyton Graham Culberson

Peyton Graham Culberson is a financial professional with experience in the securities industry. Peyton has held a Series 7TO, Series 63 and Series 66 license and is currently registered with International Assets Investment Management, LLC in the state of Texas. Peyton has been a licensed financial professional since 2022. In addition to working with International Assets Investment Management, LLC, Peyton also holds a position with Megatel Capital Investments. Peyton's professional background includes experience with Equitable Advisors, LLC.

Firm Information

Peyton Culberson 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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Peyton Culberson’s Registration & Firm History

TX

08/20/2024 - Present

International Assets Investment Management, LLC (Dallas TX)

TX

06/19/2022 - 04/28/2023

EQUITABLE ADVISORS, LLC (DALLAS TX)

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Licenses & Designations

BOTH

Issued 03/03/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/20/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peyton Graham Culberson.
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