Sandy MesaCRD Number: 2383349
Current Firm: Mesa Wealth Management
Sandy Mesa (CRD# 2383349) is an Investment Advisor Representative working at Mesa Wealth Management in Camarillo, CA and has over 30 years of experience in the finance industry.
The Lynd Group Advisors, LLC
Lincoln Financial Advisors Corporation
Thalassa Capital LLC
|Mar 2023 - Current
|Mesa Wealth Management
|Jul 2015 - Current
|Mesa Wealth Management, Inc. Dba Mesa Wealth Management & Ins Ag
|Feb 2009 - Current
|Feb 2023 - Mar 2023
|Western International Securities, Inc.
|Aug 2017 - Mar 2023
|Financial West Group
|Westlake Village, CA
|Feb 2009 - Aug 2017
|Uniform Securities State Law Examination
|NASAA Investment Advisors Law Examination
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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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