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Dina L Villalobos

MOSELEY INVESTMENT MANAGEMENT, INC.·BRADENTION, Florida
SIE, Series 7, Series 24, Series 66Clean record11 years registeredMOSELEY INVESTMENT MANAGEMENT, INC.
1724 MANATEE AVENUE W, BRADENTION, FL 34205CRD# 2008891Firm CRD# 124152

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dina L Villalobos · BRADENTION, FL
Registration
CRD #2008891 · MOSELEY INVESTMENT MANAGEMENT, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Jun 2026 – present
MOSELEY INVESTMENT MANAGEMENT, INC.
Jan 2015 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · January 23, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MOSELEY INVESTMENT MANAGEMENT, INC.
CRD 124152 · SEC 801-107305
AUM
$351M
Regulatory assets under management
Employees
7
913 client accounts
Services offered by MOSELEY INVESTMENT MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MOSELEY INVESTMENT MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Dina L Villalobos offer?
Dina L Villalobos specializes in Investment Management. Contact their office in BRADENTION, Florida for a consultation.
What are Dina L Villalobos's credentials?
Dina L Villalobos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dina L Villalobos located?
Dina L Villalobos is based in BRADENTION, Florida, working with MOSELEY INVESTMENT MANAGEMENT, INC.. Their office serves clients in the BRADENTION metropolitan area and surrounding communities.
How does Dina L Villalobos charge for services?
Dina L Villalobos's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOSELEY INVESTMENT MANAGEMENT, INC.?
MOSELEY INVESTMENT MANAGEMENT, INC. has approximately 7 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MOSELEY INVESTMENT MANAGEMENT, INC.

Susan Shepard Moseley
BRADENTION, FL
Ryan Thomas Moseley
BRADENTION, FL

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