Sandy Mesa, financial advisor Camarillo CA

Sandy Mesa

CRD 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.

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Company Name Location Dates Years
Apw Inc. Rockaway, NJ Mar 2023 - Current < 1
Mesa Wealth Management Camarillo, CA Jul 2015 - Current 8
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
Disclosure Information

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
Contact Info for Sandy R. Mesa
Phone Number: (818) 883-6372
Registered State(s):
  • CA
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, TN, TX

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