Barry MendelsonCRD Number: 2531235
Current Firm: Zrc Wealth Management, LLC
Barry Mendelson (CRD# 2531235) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 23 years of experience in the finance industry. Barry Mendelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stifel, Nicolaus & Company, Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Traverso Chambers Private Wealth Management, LLC
|Zrc Wealth Management||Santa Rosa, CA||Jul 2014 - Current||6|
|Just Plans, Etc.||Walnut Creek, CA||Jan 2010 - Current||11|
|Elevation Wealth Management||Walnut Creek, FL||Oct 2011 - Mar 2015||3|
|Self Employed||Walnut Creek, CA||Jan 2010 - Jun 2014||4|
|Charles Schwab & Company, Inc.||San Francisco, CA||Feb 2004 - Jan 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1997|
Total Assets Under Management206MILLIONS
Total Number of Accounts484ACCOUNTS
Average Account Value$425,261
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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