Diego
De La Lama
Insight Securities, Inc
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About this Advisor
Diego De La Lama is a financial advisor based in Highland Park, Illinois, working with Insight Securities, Inc. Diego has previously held positions at Deutsche Bank Securities Inc, Raymond James & Associates, Inc, and Insight Securities, Inc. Diego has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Diego is part of Insight Securities, Inc, which operates out of Highland Park, Illinois. The firm has 5 offices and 23 employees. The firm manages assets totaling $126.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Insight Securities, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Insight Securities, Inc Brokerage Details
$126,748,211
23
54
$2,347,189
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
Diego De La Lama Work History
Insight Securities, Inc
Raymond James & Associates, Inc
Deutsche Bank Securities Inc
Disclosures
Please visit the SEC profile of Diego De La Lama to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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