Patrick Michael Egan
Investment Adviser Representative at International Assets Investment Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Michael Egan is an investment adviser representative in Alhambra, CA, currently registered with International Assets Investment Management, LLC and Global Assets Advisory, LLC. They have worked in the securities industry since 1998 and have been registered with 4 firms, including Western International Securities and Coordinated Wealth Management, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Western International Securities, Inc.Nov 1997 – Apr 2025Pasadena, CA
- Patrick Egan - Practicing, Licensed Tax PreparerJan 1998 – Dec 2023Glendora, CA
- Coordinated Wealth Management, LLCDec 2014 – May 2019Glendale, CA
- International Assets Investment Management, LLCApr 2025 – no end date reportedAlhambra, CA
- Global Assets Advisory, LLCApr 2025 – no end date reportedAlhambra, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About International Assets Investment Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $50,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 123
- Offices listed on AdvisorFinder:
- 19
- Main office:
- Orlando, FL
- SEC file number:
- 801-68114
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 30, 2026
View full firm profileOther advisors at International Assets Investment Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Michael Egan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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