Luis MendezCRD Number: 6353237
Current Firm: Retirement Wealth Advisors, Inc.
Luis Mendez (CRD# 6353237) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Coral Gables, FL and has over 4 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Gables Financial Partners||Coral Gables, FL||Jun 2009 - Current||8|
|Amerifirst||Miami, FL||Mar 2008 - May 2009||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management1,512MILLIONS
Total Number of Accounts13,030ACCOUNTS
Average Account Value$116,046
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV