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Randall Howard Brody

International Asset Management

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About Randall Howard Brody

Randall Brody is an Investment Advisor Representative with International Asset Management. Randall has been a registered representative since August 2014. Randall is currently registered with the state of California, but has previously been registered with the state of Nevada. Randall holds the Series 7, Series 66 and SIE securities licenses. Randall's firm specializes in providing portfolio management for individuals and businesses. They are also able to provide other services including financial planning and selection of other advisors.

Firm Information

Randall Brody is currently registered with International Asset Management. International Asset Management is an investment advisor with 5 investment advisor representatives and $84 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, selection of other advisors, and other advisory services. They primarily serve high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. They manage assets for 243 accounts, including 243 discretionary accounts. The firm has a website at HTTP://WWW.IAMADVISORS.COM.

$84.00M

Assets Under Management

6

Total Clients

5

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio analysis

Portfolio analysis

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Randall Brody’s Registration & Firm History

CA

11/29/2016 - Present

International Asset Management (SAN MATEO CA)

NV

08/16/2014 - 11/14/2016

HD VEST INVESTMENT SERVICES (North Las Vegas NV)

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Licenses & Designations

BOTH

Issued 09/16/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Randall Howard Brody.
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