Mauricio Lepe Melgoza, financial advisor San Diego CA

Mauricio Lepe Melgoza

CRD Number: 6545104
Current Firm: Finec Asset Management

Mauricio Lepe Melgoza (CRD# 6545104) is an Investment Advisor Representative working at Finec Asset Management in San Diego, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Tauris Derivatives Solutions SA Geneva, Mar 2019 - Current 5
Site Plasticos Sa De Cv Guadalajara, Jan 2019 - Current 5
Finec Asset Management Corp Panama, Jan 2018 - Current 6
Finec Asset Management LLC La Jolla, CA Sep 2017 - Current 6
Finec Asset Management Sa De Cv Jalisco, Jan 2015 - Jan 2018 3
Finec Asset Management LLC La Jolla, CA Sep 2015 - Dec 2016 1
Grupo Irm, Sa De Cv Jalisco, Feb 2008 - Jan 2015 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2015
Contact Info for Mauricio G. Lepe Melgoza
Phone Number: 858-945-3192
Firm Website: http://www.finec.us
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    81
    MILLIONS
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $565,124
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, TX

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