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Anne Satterfield

Advisor at International Assets Investment Management, LLC

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Firm

International Assets Investment Management, LLC

Location

Danville, VA 24540

Credentials

Series 63, Series 65, Series 66

Industry experience

16 years

About

Anne Satterfield is a financial advisor with International Assets Investment Management, LLC, holding Series 63, 65, and 66 designations and 16 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining her current firm in 2022. In addition to her advisory role, she serves as a board member at Virginia Tech's College of Agriculture and Life Sciences. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and offers discretionary and non-discretionary management, financial planning, and access to third-party wrap and manager programs.

Client services

Based on International Assets Investment Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on International Assets Investment Management, LLC

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on International Assets Investment Management, LLC

Founder/Business Owner

Location

349 B Piney Forest Road

Danville, VA 24540

Most active in

Virginia

Work history

International Assets Investment Management, LLC

2022 - Present (4 years)

International Assets Advisory, LLC

2022 - Present (4 years)

Wells Fargo Clearing

2016 - 2022 (6 years)

WELLS FARGO ADVISORS LLC

2015 - 2016 (1 year)

Disclosures

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Business activities & affiliations

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