Business Description

The Mobley/De La Torre Group provides long-term, fee-based guidance to individuals, families and businesseswith an emphasis on service, communication and ethical advice. With over 80 years of experience at our disposal, we promise to utilize the same caution, discipline and attention to detail in preserving your portfolio as you put into growing it.

General Information

Gender:

Male

Years of Experience in Financial Services:

Foreign Languages Serviced:

Spanish

Education

Academic Background

Graduate of New Mexico State University. Currently working to finish CFP platform.

Services

Investment Types:

Stocks Mutual Funds, Bond Mutual Funds, Alternative Investments, Bonds, Other, International Investments, Real Estate, Annuities, Stocks

Qualifications & Memberships

Certifications, Accreditations & Designations:

Series 65, Series 6, Insurance License (Life & Health; Long Term Care; Specify below), Series 63

Firm Information

Number of Advisors in Office:

Over 1000 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

1.5

Additional Details on Charges:

Depending on the amount of assets, our fees range from 1.5% to .75%.

Prepared By:

Benjamin Mobley