Lucas Joseph Mendoza
Investment adviser representative at Vance Wealth
10 yearsExperience
1 stateRegistered in
$893.6MFirm assets
6 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
- Pension consulting
Experience
10 years in the industry.
- Vance Wealth, LLCMay 2025 to now
- Kb HomeMay 2024 to Aug 2024
- Texas Christian UniversityAug 2021 to May 2025
- UnemployedMar 2016 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Vance Wealth
Legal name: Vance Wealth, LLC
$893.6MAssets managed
428Clients
13Advisers
6 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
- 8237979
- Firm CRD
- 310162