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Marco Fernandez Mendoza

IFC Advisors LLC

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About Marco Fernandez Mendoza

Marco Fernandez Mendoza is an investment advisor representative registered in 37 states and the District of Columbia. Marco has been in the financial services industry since 1998. Marco is currently registered with IFC Advisors LLC and was previously registered with WELLS FARGO INVESTMENTS, LLC and WELLS FARGO SECURITIES INC.

Firm Information

Marco Mendoza is currently registered with IFC Advisors LLC. IFC Advisors LLC is a Los Angeles, CA-based investment advisor with 3 licensed agents and 7 investment adviser representatives. The firm manages approximately $2,404,055,130 in assets for 1,964 clients, primarily high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. IFC Advisors offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. They participate in wrap fee programs.
IFC Advisors LLC

11601 WILSHIRE BLVD

LOS ANGELES, CA 90025

$2.40B

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marco Mendoza’s Registration & Firm History

CA

11/06/2024 - Present

IFC Advisors LLC (LOS ANGELES CA)

CA

05/02/2001 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)

CA

09/10/1998 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 10/08/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 4 public disclosures for Marco Fernandez Mendoza. Review regulatory record here.
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