Brandon MendezCRD Number: 6216874
Current Firm: The Wealth Conservancy, Inc.
Brandon Mendez (CRD# 6216874) is an Investment Advisor Representative working at The Wealth Conservancy, Inc. in Boulder, CO and has over 2 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Ted's Montana Grill||Boulder, CO||Jun 2015 - Current||2|
|The Wealth Conservancy||Boulder, CO||Aug 2014 - Current||2|
|P.j. Roupas And Associates||Palos Hills, IL||Jun 2014 - Aug 2014||< 1|
|Palos Country Club||Orland Park, IL||Apr 2008 - Jul 2014||6|
|Eastern Illinois Booth Library||Charleston, IL||Jan 2012 - May 2014||2|
|Eastern Illinois University||Chaleston, IL||Aug 2010 - May 2014||3|
|Patricia Koney And Associates, Ameriprise Financial||Orland Park, IL||Jun 2013 - Jan 2014||< 1|
|Oak Lawn Community High School||Oak Lawn, IL||Aug 2006 - May 2010||3|
|Simmons Middle School||Oak Lawn, IL||Aug 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management108MILLIONS
Total Number of Accounts291ACCOUNTS
Average Account Value$370,343
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, CO, LA, MA, TX
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