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Kevin Joe Hall

Investment adviser representative at International Assets Investment Management, LLC
12 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

12 years in the industry.

  1. International Assets Investment Management, LLCOct 2021 to now
  2. International Assets Advisory, LLCOct 2021 to May 2023
  3. Bok Financial Securities, Inc.Sep 2011 to Aug 2021
  4. BOKF, NAAug 2011 to Aug 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 65 · Uniform Investment Adviser Law2012

State registrations

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

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
5684384
Firm CRD
144426
Advisor's SEC record (opens in a new tab)
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