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Elizabeth Diane Menchaca

Pimco Investments LLC

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About Elizabeth Diane Menchaca

Elizabeth Menchaca is a financial professional with over a decade of experience in the industry. Currently, Elizabeth works as a registered representative for Pimco Investments LLC, a firm with a strong reputation in the financial services industry. Elizabeth is licensed to conduct business in Texas. Elizabeth's prior experience includes roles at firms such as Kestra Investment Services, LLC, Raymond James & Associates, Inc., Raymond James Financial Services, Inc., LPL Financial LLC, and USAA Financial Advisors, Inc. Elizabeth's expertise and experience position her well to help clients achieve their financial goals.

Firm Information

Elizabeth Menchaca is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Elizabeth Menchaca’s Registration & Firm History

TX

10/29/2020 - Present

Pimco Investments LLC (Austin TX)

TX

01/10/2020 - 10/26/2020

KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)

FL

04/27/2017 - 12/20/2019

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

08/11/2014 - 12/20/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

FL

07/16/2014 - 01/17/2017

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

12/20/2013 - 07/01/2014

LPL FINANCIAL LLC (TAMPA FL)

FL

08/30/2011 - 10/07/2013

USAA FINANCIAL ADVISORS, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 09/20/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/04/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2018

Series 31 - Futures Managed Funds Examination

BC

Issued 08/29/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Diane Menchaca.
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