Marco Mendoza
Investment adviser representative at Ifc Advisors LLC
15 yearsExperience
1 stateRegistered in
$2.3BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Ifc Advisors LLCNov 2024 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Nov 2024
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ifc Advisors LLC
$2.3BAssets managed
393Clients
9Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3111936
- Firm CRD
- 332157