TrueAdvisor
TrueAdvisor
KH
KH

Kevin Hall

International Assets Investment Management, LLC
15 Years of Experience
Broken Arrow, OK
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Kevin Hall is a registered investment advisor at International Assets Investment Management, LLC, based in Broken Arrow, OK, with 15 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,961 clients with $2.6B in assets under management.

International Assets Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
5,961 clients
Average Client Portfolio
$431K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Fees are negotiable up to an annual maximum of 3.00% depending on portfolio size, transaction fee inclusion, and service complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

110 South Main Street, Suite 203, Broken Arrow, OK, 74012

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2023
Final
Employment Separation After Allegations
August 2021
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kevin is an advisor with International Assets Investment Management LLC and a director at Hall Wealth Management, LLC, each taking about a quarter of his time. He is also a Medicare agent, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
International Assets Investment Management, LLC
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
International Assets Advisory, LLCBroker
October 2021 - May 2023 · 1 yr 7 mos
Bok Financial Advisors
October 2012 - September 2021 · 8 yrs 11 mos
Bok Financial Securities, INC.Broker
September 2011 - September 2021 · 10 yrs
Askar CORP.Broker
July 2010 - September 2011 · 1 yr 2 mos
State Registrations1 state
OK
Advisor

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.
More Advisors
More financial advisors in Broken Arrow, OK →All financial advisors in Oklahoma →