Sandy Mesa (CRD# 2383349) is an Investment Advisor Representative working at Mesa Wealth Management in Camarillo, CA and has over 31 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Osaic Fa, Inc.
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apw Inc. | Rockaway, NJ | Mar 2023 - Current | 1 |
| Mesa Wealth Management | Camarillo, CA | Jul 2015 - Current | 9 |
| Mesa Wealth Management, Inc. Dba Mesa Wealth Management & Ins Ag | Camarillo, CA | Feb 2009 - Current | 15 |
| Apw Inc. | Rockaway, NJ | Feb 2023 - Mar 2023 | < 1 |
| Western International Securities, Inc. | Pasadena, CA | Aug 2017 - Mar 2023 | 5 |
| Financial West Group | Westlake Village, CA | Feb 2009 - Aug 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1993 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TN
- TX
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Total Assets Under Management18MILLIONS
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Total Number of Accounts116ACCOUNTS
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Average Account Value$153,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, TN, TX
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