Mesa Financial Group, LLC
Mesa Financial Group, LLC (CRD# 165337) is a financial advisory firm headquartered in Atlanta, GA. They manage $51,000,000 in 220 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management51MILLION
Total Number of Accounts220ACCOUNTS
Average Account Value$231,818
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
GA, LA, TX
Alfredo Mesa (CRD# 4599053) is an Investment Advisor Representative working at Mesa Financial Group, LLC in Atlanta, GA and has over 15 years of experience in the finance industry. Alfredo Mesa 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.