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Tadd Merrill Killpack

International Assets Investment Management, LLC

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About Tadd Merrill Killpack

Tadd Merrill Killpack is an investment advisor representative with International Assets Investment Management, LLC. Tadd has been in the securities industry since 2003. Tadd is licensed to provide investment advice in a number of states, including Alaska, Arizona, California, Colorado, Idaho, Illinois, Massachusetts, New York, South Carolina, Texas, Utah, Virginia, and Washington. Tadd's previous employment includes Bolton Global Capital and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Tadd Killpack 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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Tadd Killpack’s Registration & Firm History

UT

01/09/2015 - Present

International Assets Investment Management, LLC (Salt Lake City UT)

UT

10/15/2010 - 12/31/2014

BOLTON GLOBAL CAPITAL (SALT LAKE CITY UT)

UT

11/06/2003 - 10/13/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVO UT)

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Licenses & Designations

BOTH

Issued 11/25/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 11/05/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tadd Merrill Killpack.
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