Dina L Villalobos
Investment adviser representative at Moseley Investment Management, Inc.
19 yearsExperience
1 stateRegistered in
$456.8MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- LPL Financial LLCJun 2026 to now
- Moseley Investment Management, Inc.May 2007 to now
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
Moseley Investment Management, Inc.
$456.8MAssets managed
364Clients
4Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2008891
- Firm CRD
- 124152