Michael Mendoza (CRD# 2472069) is an Investment Advisor Representative working at Primerica Advisors in Red Oak, TX and has over 30 years of experience in the finance industry.
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
CRD# 4211653
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Red Oak, TX | Jan 1994 - Current | 30 |
| Primerica Financial Services | Red Oak, TX | Jan 1994 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
| S63 | Uniform Securities State Law Examination | Apr 1994 |
- TX
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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