GH
Gregory G. Harrison
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT | Financial Advisor
EL DORADO, AR
Some features on this profile are disabled
CRD#: 5804566
GH
Professional summary
Gregory Glen Harrison is a registered financial advisor currently at INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC located in El Dorado, Arkansas and INTERNATIONAL ASSETS ADVISORY, LLC located in El Dorado, Arkansas.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Gregory has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Institutional consulting
Trust & estate planning
Trading individual securities
Financial planning
Philanthropic services
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
2K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) THE OLDE TOWNE STORE 116 JEFFERSON, EL DORADO, AR, 71730 - GROCERY, RESTAURANT, BAKERY - CO-OWNER SINCE 6/2018 - APPROX 20 HRS/MO - NONE 2) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE STE 1000 ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 7/2022 - APPROX 50 HRS/MO - FEE BASED COMPENSATION 3) HARRISON FINANCIAL MANAGEMENT, LLC 116B E. ELM STREET, EL DORADO, AR 71730 PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS - OWNER/MEMBER SINCE 7/2022 - APPROX 100 HRS/MO - COMMISSIONS/FEES 4) 1ST BAPTIST CHURCH 200 W. MAIN ST., EL DORADO, AR 71730 - FINANCE COMMITTE MEMBER SINCE 1/2012 - APPROX 2 HRS/MO - NO COMPENSATION 5) EL DORADO OILERS 588 N. TATE RD., EL DORADO, AR 71730 - BASEBALL TEAM - COMMISSIONER SINCE 1/2014 - APPROX 2 HRS/MO - NO COMPENSATION 6) EL DORADO BOYS AND GIRLS CLUB 1201 N. WEST AVE., EL DORADO, AR 71730 - COMMUNITY YOUTH CLUB - MEMBER, BOARD OF DIRECTORS SINCE 1/2017 - APPROX 12 HRS/MO - NO COMPENSATION 7) EL DORADO JAYCEES 240 MILLCREEK DRIVE, EL DORADO, AR 71730 - YOUNG PROFESSIONALS ORGANIZATION - PRESIDENT SINCE 1/2006 - APPROX 2 HRS/MO - NO COMPENSATION 8) EL DORADO PARKS AND PLAYGROUND COMMISSION 204 N. WEST AVE., EL DORADO, AR 71730 - CIVIC COMMISSION - COMMISSIONER SINCE 1/2020 - APPROX 5 HRS/MO - NO COMPENSATION 9) EL DORADO ROTARY 304 N. MADISON AVE., ELDORADO, AR 71730 - SERVICE ORGANIZATION - MEMBER SINCE 1/2006 - APPROX 2 HRS/ MO - NO COMPENSATION 10) HARRISON WEALTH MANAGEMENT, LLC 116B E. ELM STREET, EL DORADO, AR 71730 - REAL ESTATE HOLDING COMPANY - OWNER SINCE 10/2019 - APPROX 3 HRS'/MO - NO COMPENSATION 11) UNION COUNTY CHAMBER OF COMMERCE 111 W. MAIN ST, EL DORADO, AR 71730 - BOARD MEMBER SINCE 1/2018 - APPROX 4 HRS/MO - NO COMPENSATION 12) UNION COUNTY QUORUM COURT 101 N. WASHINGTON AVE., EL DORADO, AR 71730 - JUSTICE OF THE PEACE, DISTRICT 2 - APPROX 10 HRS/MO - BI-WEEKLY STIPEND. 13) THE HANNAH CENTER 101 W MAIN STREET STE 200 - CHAIRMEN OF THE BOARD SINCE 01/01/2024 - APPROX 2 HRS/MO - NO COMPENSATION
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Glen Harrison's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 7, 2022 - Present
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 144426
EL DORADO, AR
Current
July 7, 2022 - Present
INTERNATIONAL ASSETS ADVISORY, LLC
Office #1: 116 East Elm Street, El Dorado, AR 71730RIA
BD
CRD#: 10645
El Dorado, AR
Past
August 30, 2019 - July 12, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
El Dorado, AR
Past
August 30, 2019 - July 12, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
El Dorado, AR
Past
September 19, 2011 - September 5, 2019
EDWARD JONES
RIA
CRD#: 250
EL DORADO, AR
Past
September 16, 2011 - September 5, 2019
EDWARD JONES
BD
CRD#: 250
EL DORADO, AR
Past
November 9, 2010 - September 19, 2011
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
EL DORADO, AR
Past
August 13, 2010 - September 19, 2011
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
EL DORADO, AR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
A. JOSEPH MARGOLIS LLC | WOODS ASSOCIATES | WINN PARTNERS FINANCIAL GROUP | W.J. CONN CAPITAL | VITAL GUIDANCE INC. | VERMONT WEALTH MANAGEMENT | UNITED WEALTH MANAGEMENT | TOUSSAINT FINANCIAL | THE FINANCIAL NETWORK | T. SPENCER SAMUELS INSURANCE & FINANCIAL SVCS. | SULLIVAN WEALTH STRATEGIES | STERLING NOBLE WEALTH MANAGEMENT | STEED WEALTH MANAGEMENT, LLC | SPENCER SAMUELS INSURANCE & FINANCIAL SERVICES | SHILLIN WEALTH MANAGEMENT | SEASIDE WEALTH MANAGEMENT, LLC | ROCKPORT GLOBAL LLC | ROCKBRIDGE WEALTH MANAGEMENT | RISING SUN WEALTH MANAGEMENT | RICH WEALTH MANAGEMENT | REVOLUTION ADVISOR, LLC | RAPPAPORT WEALTH MANAGEMENT | RAND GROUP FINANCIAL | POTOCSNY FINANCIAL GROUP | PORTER-RAY GROUP | PLATINUM INVESTMENTS, LLC | PATHLIGHT INVESTING | O'NEIL WEALTH SERVICES, LLC | NOLA FINANCIAL WEALTH MANAGEMENT | NICHOLS FINANCIAL GROUP, INC | NELSON FINANCIAL SERVICES | MOUNTAIN PEAK FINANCIAL SOLUTIONS | MONARCH RETIREMENT | MONARCH ADVISORY SERVICES FINANCIAL, LLC | MIDWEST FINANCIAL MANAGEMENT | MCW WEALTH MANAGEMENT | MADDOX INVESTMENT SERVICES | MACEDON FINANCIAL MANAGEMENT, LLC | LR VASSALLO & ASSOC | LOYAL TRUST PRIVATE WEALTH | LINDBLOOM INVESTMENT SERVICES, LLC | LEGACY PARK WEALTH | KNAPP FINANCIAL GROUP LLC | KEYARX GROUP | JANSEN WEALTH MANAGEMENT, LLC | JAMES E. BASHAW & CO | JAG SHORE ENTERPRISES | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | INTEGRAL WEALTH PLANNING, LLC | INTEGRAL WEALTH PLANNING LLC | INSIGHT PRIVATE WEALTH | IAA WEALTH MANAGEMENT | HUSTAD WEALTH MANAGEMENT | HELIOS CAPITAL ADVISORS, LLC | HARRISON FINANCIAL MANAGEMENT, LLC | HALL WEALTH ADVISORS | GULF COAST WEALTH ADVISORS | GRANITE WEALTH MANAGEMENT | GPS WEALTH MANAGEMENT | GOLD LEAF INVESTMENTS | GLOBULL INVESTMENTS | G2 RAMPART CONSULTING, LLC | FYLLING WEALTH MANAGEMENT, LLC | FULCRUM PONT FIXED INCOME GROUP | FINANCIAL ADVANTAGE WEALTH MANAGEMENT | FFS ADVISORY | EPSTEIN & KOLACZ WEALTH MANAGEMENT | EMPOWER BROKERAGE INC. | ELEVATE PRIVATE WEALTH GROUP, LLC | ECL PRIVATE WEALTH MANAGEMENT | DPR WEALTH MANAGEMENT | DIXON FINANCIAL PARTNERS | DENISON FINANCIAL | DANTAS ADVISORY | CONFIDENT TRUST FINANCIAL GROUP | CHOICE FINANCIAL SERVICES | C A ROSS WEALTH MANAGEMENT GROUP | BYRER WEALTH MANAGEMENT, LLC | BUTCHER FINANCIAL, LLC | BURGESSER WEALTH MANAGEMENT, INC | BRIN FINANCIAL | BOURQUE WEALTH SOLUTIONS, LLC | BLACOR USA | BECKERMAN & ASSOCIATES, LLC | ATX FINANCIAL | ATLANTIC WEALTH MANAGEMENT, INC. | ARTHUR MORRIS LIFESTYLE WEALTH MANAGEMENT, LLC | ARROW ADVISORS | AMERICAN RETIREMENT SOLUTIONS OF GEORGIA | AINE PRIVATE WEALTH, LLC | AFACAN WEALTH MANAGEMENT
CRD#: 144426 / SEC#: 801-68114
RIA
Registered Investment Advisory firm - (7/5/2007 Approved)New Jersey
Registered Investment Advisory firm - (9/7/2010 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/4/2022)
RR
Arkansas(7/7/2022)
IAR
Arkansas(7/7/2022)
RR
California(7/28/2022)
RR
Colorado(8/25/2022)
RR
Florida(10/5/2022)
RR
Georgia(7/28/2022)
RR
Louisiana(7/28/2022)
RR
Maryland(8/2/2022)
RR
Mississippi(7/28/2022)
RR
Montana(3/14/2024)
RR
New York(7/28/2022)
RR
North Carolina(8/16/2022)
RR
Oklahoma(9/15/2022)
RR
South Carolina(7/28/2022)
RR
Tennessee(8/2/2022)
RR
Texas(1/18/2023)
RR
Vermont(8/31/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IA
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
A. JOSEPH MARGOLIS LLC | WOODS ASSOCIATES | WINN PARTNERS FINANCIAL GROUP | W.J. CONN CAPITAL | VITAL GUIDANCE INC. | VERMONT WEALTH MANAGEMENT | UNITED WEALTH MANAGEMENT | TOUSSAINT FINANCIAL | THE FINANCIAL NETWORK | T. SPENCER SAMUELS INSURANCE & FINANCIAL SVCS. | SULLIVAN WEALTH STRATEGIES | STERLING NOBLE WEALTH MANAGEMENT | STEED WEALTH MANAGEMENT, LLC | SPENCER SAMUELS INSURANCE & FINANCIAL SERVICES | SHILLIN WEALTH MANAGEMENT | SEASIDE WEALTH MANAGEMENT, LLC | ROCKPORT GLOBAL LLC | ROCKBRIDGE WEALTH MANAGEMENT | RISING SUN WEALTH MANAGEMENT | RICH WEALTH MANAGEMENT | REVOLUTION ADVISOR, LLC | RAPPAPORT WEALTH MANAGEMENT | RAND GROUP FINANCIAL | POTOCSNY FINANCIAL GROUP | PORTER-RAY GROUP | PLATINUM INVESTMENTS, LLC | PATHLIGHT INVESTING | O'NEIL WEALTH SERVICES, LLC | NOLA FINANCIAL WEALTH MANAGEMENT | NICHOLS FINANCIAL GROUP, INC | NELSON FINANCIAL SERVICES | MOUNTAIN PEAK FINANCIAL SOLUTIONS | MONARCH RETIREMENT | MONARCH ADVISORY SERVICES FINANCIAL, LLC | MIDWEST FINANCIAL MANAGEMENT | MCW WEALTH MANAGEMENT | MADDOX INVESTMENT SERVICES | MACEDON FINANCIAL MANAGEMENT, LLC | LR VASSALLO & ASSOC | LOYAL TRUST PRIVATE WEALTH | LINDBLOOM INVESTMENT SERVICES, LLC | LEGACY PARK WEALTH | KNAPP FINANCIAL GROUP LLC | KEYARX GROUP | JANSEN WEALTH MANAGEMENT, LLC | JAMES E. BASHAW & CO | JAG SHORE ENTERPRISES | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | INTEGRAL WEALTH PLANNING, LLC | INTEGRAL WEALTH PLANNING LLC | INSIGHT PRIVATE WEALTH | IAA WEALTH MANAGEMENT | HUSTAD WEALTH MANAGEMENT | HELIOS CAPITAL ADVISORS, LLC | HARRISON FINANCIAL MANAGEMENT, LLC | HALL WEALTH ADVISORS | GULF COAST WEALTH ADVISORS | GRANITE WEALTH MANAGEMENT | GPS WEALTH MANAGEMENT | GOLD LEAF INVESTMENTS | GLOBULL INVESTMENTS | G2 RAMPART CONSULTING, LLC | FYLLING WEALTH MANAGEMENT, LLC | FULCRUM PONT FIXED INCOME GROUP | FINANCIAL ADVANTAGE WEALTH MANAGEMENT | FFS ADVISORY | EPSTEIN & KOLACZ WEALTH MANAGEMENT | EMPOWER BROKERAGE INC. | ELEVATE PRIVATE WEALTH GROUP, LLC | ECL PRIVATE WEALTH MANAGEMENT | DPR WEALTH MANAGEMENT | DIXON FINANCIAL PARTNERS | DENISON FINANCIAL | DANTAS ADVISORY | CONFIDENT TRUST FINANCIAL GROUP | CHOICE FINANCIAL SERVICES | C A ROSS WEALTH MANAGEMENT GROUP | BYRER WEALTH MANAGEMENT, LLC | BUTCHER FINANCIAL, LLC | BURGESSER WEALTH MANAGEMENT, INC | BRIN FINANCIAL | BOURQUE WEALTH SOLUTIONS, LLC | BLACOR USA | BECKERMAN & ASSOCIATES, LLC | ATX FINANCIAL | ATLANTIC WEALTH MANAGEMENT, INC. | ARTHUR MORRIS LIFESTYLE WEALTH MANAGEMENT, LLC | ARROW ADVISORS | AMERICAN RETIREMENT SOLUTIONS OF GEORGIA | AINE PRIVATE WEALTH, LLC | AFACAN WEALTH MANAGEMENT
CRD#: 144426 / SEC#: 801-68114
RIA
Registered Investment Advisory firm - (7/5/2007 Approved)New Jersey
Registered Investment Advisory firm - (9/7/2010 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
111 North Orange Avenue Suite 1000, Orlando, FL 32801
Mailing Address
Phone number
(407) 254-1500
Established
Firm type
Fiscal year end
# of Employees
128
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,359 |
| AUM (Assets Under Management) | $ 2,212,521,886 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Financial AdvisorCRD#: 144426El Dorado, ARTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
