Sergio
De La Torre
Spotlight Asset Group
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About this Advisor
Sergio De La Torre is a financial advisor working in Roswell, Georgia with 4 years of relevant experience. De La Torre works at Spotlight Asset Group. During their career, De La Torre has held roles at Fidelity, Minnesota Life Insurance Company, Securian Financial Services Inc, Gv Atlanta, Inc, Joyn Atlanta, Inc, Gv Financial Advisors, Inc, Joyn Advisors, Inc and Spotlight Asset Group, Inc. De La Torre has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to work in Georgia. Spotlight Asset Group is a firm that has its headquarters in Villa Park, IL. The firm has just four people on staff. It oversees $179 million in total assets across its 395 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 395 customer accounts, 45% are associated with high-net-worth investors who have at least $1 million in assets. The company provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules are based on which services the firm provides the client. Fee types charged by Spotlight Asset Group can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spotlight Asset Group Brokerage Details
$178,552,655
4
395
$452,032
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sergio De La Torre Work History
Sergio has been registered as a financial advisor for 4 years.*
Spotlight Asset Group, Inc
Minnesota Life Insurance Company
Securian Financial Services Inc
Gv Atlanta, Inc
Joyn Atlanta, Inc
Gv Financial Advisors, Inc
Joyn Advisors, Inc
Fidelity
*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 Sergio De La Torre 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 Spotlight Asset Group
Villa Park, IL
San Diego, CA
Roswell, GA
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