Mitchell
Mendoza
Fisher Investments
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About this Advisor
Mitchell Mendoza is a chartered financial analyst working in Plano, Texas, with a total of 4 years of industry experience. Mendoza works at Fisher Investments. Mendoza has gained experience at Pfs Investments Inc, Primerica Financial Services, Tw Telecom, 2020 Companies, Td Ameritrade and Fisher Investments. Mendoza has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Fisher Investments is a financial advisory company that has its headquarters in Plano, TX. The company has offices in 14 locations and a total of 3,349 people on staff. It has $192 billion in assets under management across its 269,289 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 37 charities and foundations. Of its 269,289 customer accounts, 46% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. A financial advisor's fee schedules are based on which services are provided. Fee types billed by Fisher Investments can be comprised of any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Mitchell Mendoza Work History
Mitchell has been registered as a financial advisor for 4 years.*
Fisher Investments
Pfs Investments Inc
Td Ameritrade
Tw Telecom
Primerica Financial Services
2020 Companies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mitchell Mendoza 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 Fisher Investments
Plano, TX
Plano, TX
Westerville, OH
Marietta, GA
Tampa, FL
Plano, TX
Plano, TX
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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