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Cesar Olivares

18 Years of Experience
1 DisclosureBroker

Cesar Olivares is a registered investment advisor at International Assets Advisory, LLC, based in Orlando, FL, with 18 years of industry experience. Cesar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
104 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

111 North Orange Avenue, Suite 1000, Orlando, FL, 32801

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History

Regulatory History (1)
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Employment Separation After Allegations
November 2019
Other Business Activities

Cesar is an advisor with International Assets Investment Management LLC since 2019, an RIA affiliate of International Assets Advisors. This activity takes about a quarter of his time and involves fee-based compensation.

Employment History
Current Registrations
International Assets Investment Management, LLC
December 2019 - Present · 6 yrs 4 mos
International Assets Advisory, LLCBroker
December 2019 - Present · 6 yrs 4 mos
Previous Registrations
LPL Financial LLC
January 2019 - December 2019 · 11 mos
LPL Financial LLCBroker
January 2019 - December 2019 · 11 mos
Swbc Investment Services, LLCBroker
September 2014 - February 2019 · 4 yrs 5 mos
Swbc Investment Company
September 2014 - February 2019 · 4 yrs 5 mos
Charles Schwab & CO., INC.
October 2009 - June 2014 · 4 yrs 8 mos
Charles Schwab & CO., INC.Broker
October 2009 - June 2014 · 4 yrs 8 mos
Ameriprise Advisor Services, INC.
March 2008 - September 2009 · 1 yr 6 mos
Ameriprise Advisor Services, INC.Broker
March 2008 - September 2009 · 1 yr 6 mos
Morgan Keegan & Company, INC.
August 2007 - February 2008 · 6 mos
Morgan Keegan & Company, INC.Broker
May 2007 - February 2008 · 9 mos
State Registrations3 states
SCTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Cesar Olivares - Financial Advisor | TrueAdvisor