Yuliana Mendez
Investment adviser representative at Myecfo
11 yearsExperience
1 stateRegistered in
$263.4MFirm assets
5 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- MyecfoJan 2020 to now
- Yuba Community College DistrictAug 2018 to now
- Self Employed (bilingue Clothing Co.)May 2017 to now
- University of Southern CaliforniaJan 2017 to May 2017
- University of Southern California Marshall School of BusinessJul 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Myecfo
Legal name: Myecfo, LLC
$263.4MAssets managed
187Clients
5Advisers
5 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
- 7211018
- Firm CRD
- 166919