Russell Mohberg

from Regatta Capital Group, LLC
SEC regulated
Regulated Investment Advisor
Russell Mohberg is a financial advisor based in California, El Segundo, with 24 years of experience. Russell currently works for Regatta Capital Group, LLC. Russell maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Russell Mohberg works at Regatta Capital Group, LLC
Regatta Capital Group, LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $861,957,614 of assets under management and employs about 17 people. Regatta Capital Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
880 Apollo St., Suite 129, El Segundo, California, 90245

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