International Assets Advisory
Lori Peterson Timothy currently serves as an Associate at International Assets Advisory since April 2022, following a distinguished tenure at Wells Fargo Advisors where Lori held the position of Associate Vice President Investments and Financial Advisor from May 2008 to February 2022. Lori earned the Chartered Retirement Planning Counselor(sm) (CRPC®) certification from the College for Financial Planning, reflecting a commitment to professional excellence. Prior experience includes a role as Sr. Registered Client Sales Associate at UBS from November 1999 to May 2008. Lori’s educational background includes studies at the University of Utah and Westminster University.
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International Assets Advisory
International Assets Advisory, LLC, (“IAA”) is a full service brokerage and money management firm. IAA, founded in 1982, is registered under the Securities Act of 1934. From our offices in Orlando, we serve thousands of clients -- in Central Florida, throughout the country, and around the world. Our clients partner with a personal Financial Consultant, who constructs an investment strategy custom tailored to the unique needs of each client. We pride ourselves on our independent analysis and work with clients who seek to enhance their returns and lower their portfolio risk through global diversification and proper asset allocation strategies. At IAA Capital Markets, we pride ourselves in our tailored, personal approach to institutional investing and independent analysis as specialists in global financial markets. Further, our institutional clients benefit from access to a wide array of global investment opportunities. With Pershing (the industry's largest global business solutions provider) as our clearing agent, clients can be assured of access to the latest technology in trade execution and operational support. As specialists in global financial markets, we enable investors to capitalize on a wide array of investment opportunities around the world, including domestic and foreign stocks, bonds, mutual funds, options, insurance, annuities, sophisticated retirement and estate planning services.