Patrick Mendenhall, financial advisor Houston TX
83 score

Patrick Mendenhall

CRD Number: 1068809
Current Firm: Usca Asset Management LLC

Patrick Mendenhall (CRD# 1068809) is an Investment Advisor Representative working at Usca Asset Management LLC in Houston, TX and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Usca Securities LLC Houston, TX Oct 2009 - Current 7
Usca Ria LLC Houston, TX Oct 2009 - Current 7
U.s. Capital Advisors, LLC Houston, TX Oct 2009 - Current 7
Ledgewood Capital Management, LLC Houston, TX Apr 2010 - Jul 2010 < 1
Painewebber Incorporated Houston, TX Aug 1990 - Aug 2009 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1982
S65 NASAA Investment Advisors Law Examination Oct 1994
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Patrick M. Mendenhall
Phone Number: 713-366-0500
Firm Website:
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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