Thomas Edward Porter
Investment adviser representative at International Assets Investment Management, LLC
18 yearsExperience
1 stateRegistered in
$2.6BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- International Assets Investment Management, LLCMar 2024 to now
- International Assets Advisory, LLCMar 2024 to now
- Grove Point Advisors, LLCApr 2021 to Mar 2024
- Grove Point Investments, LLCApr 2021 to Mar 2024
- H. Beck, Inc.Oct 2017 to Mar 2021
- National Planning CorporationNov 2008 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
International Assets Investment Management, LLC
$2.6BAssets managed
5,961Clients
100Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4527873
- Firm CRD
- 144426