Diego De La Lama (CRD# 2943100) is an Investment Advisor Representative working at Insight Securities, Inc. in Highland Park, IL and has over 26 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insight Securities, Inc. | Coral Gables, FL | Apr 2017 - Current | 7 |
| Raymond James & Associates, Inc. | Miami, FL | Sep 2016 - Apr 2017 | < 1 |
| Deutsche Bank Securities Inc. | Miami, FL | Jan 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- FL
- TX
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Total Assets Under Management127MILLIONS
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Total Number of Accounts54ACCOUNTS
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Average Account Value$2,347,189
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, PA, PR, SC, SD, TX, VA, WA, WI, WY
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