Roderick
Mosley
Lifepro Asset Management
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About this Advisor
Roderick Mosley is a financial advisor operating in San Diego, California. Mosley currently works for Lifepro Asset Management. Their career trajectory has included roles at Lifepro Asset Management LLC, Blue Shield Of Ca, Black Pearl Solutions and Anthem Blue Cross. Mosley can work in California. Lifepro Asset Management is a registered investment business that has its headquarters in San Diego, CA. It has offices in 35 locations and a total of 55 financial advisors. It has $256 million in assets under management across its 2,364 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advice to one charities and foundations. Of its 2,364 client accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets available to invest. Lifepro Asset Management performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually depend on the financial services provided. However, fee types charged by Lifepro Asset Management can include any blend of asset-based and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifepro Asset Management Brokerage Details
$256,359,928
55
2,364
$108,443
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Roderick Mosley Work History
Roderick has been registered as a financial advisor for 0 years.*
Lifepro Asset Management LLC
Black Pearl Solutions
Blue Shield Of Ca
Anthem Blue Cross
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roderick Mosley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lifepro Asset Management
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
Cheswick, PA
San Diego, CA
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