Investment Advisors International, Inc. (Johns Creek)

Name: Investment Advisors International, Inc.
Address: 11315 Johns Creek Parkway, Johns Creek, GA, 30097 1517
Telephone: (770) 453-9300

Investment Advisors International, Inc. is a large advisory firm based in Johns Creek. It manages $30.33 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Investment Advisors International provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Advisors International: assets under management

The assets under management (AUM) of Investment Advisors International, Inc. is $30.33 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investment Advisors International, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Investment Advisors International, Inc.

Jr. James Leon Stoddard has been acting as President since 1 Dec 2005. George Chuwang Chuang joined the executive team most recently as the Interim President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Nancy Ann Moate	Chief financial officer	1 Dec 2005	Other	2422381
Leesa May Easley	Secretary	1 Dec 2005	Other	1159393
Jr. James Leon Stoddard	President	1 Dec 2005	Other	2357876
Timmy Lynn Stonehocker	Director	1 Dec 2005	Other	1719995
Scott Wagner Ham	Director	1 Dec 2005	Other	4561504
Raymond Randall Powell	Vice president/chief marketing officer	1 Dec 2005	Other	1234048
Kimberly Ann Scouller	Director	1 Dec 2005	Other	2687207
Monte Holm	Director	1 Dec 2005	Other	1103018
Inc. Aegon Asset Management Services	Shareholder	1 Dec 2005	75% - 100%	39-1884868
Andrew Michael Schaad	Chief compliance officer	1 Jan 2006	Other	3084299
Steven Eugene Wilcox	Chief compliance officer	1 Feb 2008	Other	3200315
Jack Darrell Linder	Director	1 Apr 2008	Other	1015860
Kevin Lue Palmer	President	1 May 2008	Other	1828129
Kimberly Jeanne Smith	Secretary	1 Apr 2009	Other	4542483
Dan Shane Trivers	Vice president, chief administrative officer	1 Oct 2009	Other	1948553
Derrick Wade Vermillion	Vice president	1 May 2010	Other	3213279
Patricia Jean Posada	Vice president, chief supervisory officer	1 May 2010	Other	1597807
Todd Andrew Carpenter	Chief supervisory officer	1 Oct 2010	Other	3125437
Leesa May Easley	Secretary	1 Nov 2010	Other	1159393
Dina Sama Venero	Secretary, counsel	1 May 2011	Other	2110983
George Chuwang Chuang	Interim president	1 Jun 2011	Other	3162477

Indirect Owners

The SEC currently registers 15 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Vereniging Aegon Netherlands Membership Association	Owner	1 Jan 1983	50% - 75%	foreign
Aegon International N.V.	Owner	1 Jul 1986	75% - 100%	forieign
Aegon N.V.	Owner	1 Feb 1991	75% - 100%	98-0339423
Ausa Holding Company	Owner	1 Feb 1997	75% - 100%	52-1549874
Aegon U.S. Corporation	Owner	1 Dec 2001	75% - 100%	42-1528022
Aegon U.S. Holding Corporation	Owner	1 Dec 2001	75% - 100%	13-3350744
The Aegon Trust	Owner	1 Feb 2004	75% - 100%	51-6513848
Inc. Aegon Usa	Owner	1 Nov 2004	75% - 100%	42-1310237
Llc. Aegon Usa	Owner	1 Nov 2004	75% - 100%	42-1310237
Transamerica Corporation	Owner	1 Dec 2004	75% - 100%	42-1484983
Transamerica Corporation (De)	Owner	1 Dec 2004	75% - 100%	42-1484983
The Aegon Trust	Owner	1 Dec 2004	75% - 100%	51-6513848
Aegon International B.V.	Owner	1 Dec 2007	75% - 100%	98-0341716
Aegon N.V.	Owner	1 Dec 2007	75% - 100%	98-0339423
Aegon U.S. Holding Corporation	Owner	1 Aug 2008	75% - 100%	13-3350744

Based in Johns Creek

The principal office where Investment Advisors International, Inc. performs its advisory services is located at 11315 Johns Creek Parkway, Johns Creek, GA 30097 1517, which is also the mailing address of the firm. An additional office of the firm is in Duluth, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (770) 453-9300 or by fax (678) 966-6290. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.investmentadvisorsinternational.com.