Marco Mendoza

Employer firm

Ifc Advisors LLC CRD 332157

$2.34B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Los Angeles, CA
• 11/2016 → 11/2024
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
• 11/2024 → Present
  Ifc Advisors Llc
  Los Angeles, CA

Previous Registrations

• 2011-01-03 → 2024-11-15
  Wells Fargo Clearing Services, Llc
  Beverly Hills, CA
  Los Angeles, CA
  Los Angeles, CA
• 2001-05-15 → 2011-01-03
  Wells Fargo Investments, Llc
  Los Angeles, CA
  Pacific Palisades, CA
  Malibu, CA
  Los Angeles, CA
  Beverly Hills, CA
  Beverly Hills, CA

Other Businesses

RENTAL PROPERTY, INV RELATED, BOISE, ID, 100% OWNERSHIP, START 3/1/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-08
• S63 Uniform Securities Agent State Law Examination
  1998-09-21

Other Names

• Mervyn Mendoza
• Marco Fernandez Mendoza