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Anne Adkerson Satterfield

Investment adviser representative at International Assets Investment Management, LLC
11 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

11 years in the industry.

  1. International Assets Investment Management, LLCJan 2022 to now
  2. International Assets Advisory, LLCJan 2022 to now
  3. Wells Fargo Clearing Services, LLCNov 2016 to Jan 2022
  4. Wells Fargo Advisors LLCAug 2015 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 65 · Uniform Investment Adviser Law2005
  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (VA).

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
4765572
Firm CRD
144426
Advisor's SEC record (opens in a new tab)
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