Ronald
Mendoza
Financial & Tax Architects, LLC
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About this Advisor
Ronald Mendoza is a financial advisor based in Valencia, California, working with Financial & Tax Architects, LLC. Ronald has previously held positions at Brookstone Capital Management, Self Employed - Insurance Sales, and Financial & Tax Architects, Inc. Ronald has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Ronald is part of Financial & Tax Architects, LLC, which operates out of Valencia, California. The firm has 17 offices and 38 employees. The firm manages assets totaling $378.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Financial & Tax Architects, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial & Tax Architects, LLC Brokerage Details
$378,886,034
38
3,775
$100,367
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Ronald Mendoza Work History
Financial & Tax Architects, Inc
Self Employed - Insurance Sales
Brookstone Capital Management
Disclosures
Please visit the SEC profile of Ronald Mendoza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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