Peter Mendell, financial advisor Bend OR
93 score

Peter Mendell

CRD Number: 6030698
Current Firm: Elevation Capital Advisory, LLC

Peter Mendell (CRD# 6030698) is an Investment Advisor Representative working at Elevation Capital Advisory, LLC in Bend, OR and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Central Oregon Sharpening, LLC Bend, OR Feb 2016 - Current 2
Elevation Capital Advisory, LLC Bend, OR Jun 2014 - Current 3
Elevation Capital Advisory, LLC Bend, OR Jun 2014 - Current 3
Elevation Capital Strategies Bend, OR Feb 2012 - Current 6
Global Financial Private Capital Sarasota, FL Jun 2012 - Jul 2017 5
M Group Investment Advisor, LLC Medford, OR Feb 2012 - Dec 2012 < 1
Mendell Financial Services Bend, OR Dec 2011 - Feb 2012 < 1
Mendell Bros. Construction LLC Medford, OR Apr 2008 - Nov 2011 3
Peter C. Mendell Construction Medford, OR May 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Peter C. Mendell
Phone Number: (541) 728-0321
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    51
    MILLIONS
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $84,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

ID, OR

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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