Rafael
Mendez
City National Securities, Inc
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About this Advisor
Rafael Mendez is a financial advisor based in Torrance, California, working with City National Securities, Inc. Rafael has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc and City National Bank. Rafael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Rafael is part of City National Securities, Inc, which operates out of Torrance, California. The firm has 18 offices and 47 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at City National Securities, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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City National Securities, Inc Brokerage Details
$1,490,186,713
47
2,126
$700,934
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Rafael Mendez Work History
City National Bank
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Rafael Mendez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at City National Securities, Inc
Beverly Hills, CA
New York, NY
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Walnut Creek, CA
Los Angeles, CA
Los Angeles, CA
Santa Barbara, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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