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Luis Miguel Lerma

Insight Securities, Inc.

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About Luis Miguel Lerma

Luis Miguel Lerma is a financial advisor at Insight Securities, Inc. Luis has been working in the financial services industry since December 2016. Luis holds the Series 66, Series 63, Series 24, SIE, and Series 7 licenses. Luis is registered to provide investment advice in California, Florida, Illinois, Iowa, Nevada, and Texas. Luis specializes in providing financial planning, portfolio management, and selection of other advisors. Luis has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth.

Firm Information

Luis Lerma is currently registered with Insight Securities, Inc.. Insight Securities, Inc. is an Illinois-based corporation formed in November 1970 that provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm has over 10 years of experience and manages over $147 million in regulatory assets under management. They are registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Insight Securities, Inc.

600 CENTRAL AVE.

HIGHLAND PARK, IL 60035

$147.73M

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Luis Lerma’s Registration & Firm History

TX

06/04/2018 - Present

Insight Securities, Inc. (El Paso TX)

TX

06/26/2017 - 04/10/2018

ADP BROKER-DEALER, INC. (El Paso TX)

TX

10/31/2016 - 06/21/2017

CHARLES SCHWAB & CO., INC. (El Paso TX)

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Licenses & Designations

BOTH

Issued 07/18/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luis Miguel Lerma.
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