Victor
Mendoza
Lpl Financial LLC
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About this Advisor
Victor Mendoza is a financial advisor based out of Houston, Texas who has 2 years of relevant experience. Mendoza is currently employed by Lpl Financial LLC. The advisor has gained experience at Equitable Advisors, LLC, Fast Track Marketing, Luxurious Travels, LLC, Mendoza Marketing, The University Of Texas At Austin, Porter High School, Waddell & Reed, Inc, James Barnett, Fast Track Marketing, LLC, Various Insurance Carriers For W&R Insurance Agencies and Lpl Financial LLC. Mendoza holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Lpl Financial LLC is a company that has its headquarters in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It has $368 billion in assets under management across its 1,688,501 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth clients who have greater than $1 million in investable assets. Lpl Financial LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice typically are based on which services the firm provides the client. Fee types charged by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Victor Mendoza Work History
Victor has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Waddell & Reed, Inc
James Barnett
Fast Track Marketing, LLC
Various Insurance Carriers For W&R Insurance Agencies
Equitable Advisors, LLC
Fast Track Marketing
Luxurious Travels, LLC
Mendoza Marketing
The University Of Texas At Austin
Porter High School
*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 Victor 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 Lpl Financial LLC
Fort Mill, SC
Miami, FL
North Reading, MA
Lubbock, TX
Hattiesburg, MS
Fort Mill, SC
Kingston, NY
Fort Madison, IA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
