Diego De la lama
Investment adviser representative at Insight Securities, Inc.
10 yearsExperience
2 statesRegistered in
$4.4MFirm assets
49 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Insight Securities, Inc.Apr 2017 to now
- Raymond James & Associates, Inc.Sep 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Insight Securities, Inc.
$4.4MAssets managed
12Clients
11Advisers
49 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
- 2943100
- Firm CRD
- 5611