Juan Carlos Mendez Castro

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2015 → 11/2025
  Cuso Financial Services
  San Diego, CA
• 11/2025 → Present
  Lpl Financial Llc
  San Diego, CA

Previous Registrations

• 2018-03-28 → 2025-11-07
  Cuso Financial Services, L.P.
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-03-27

Other Names

• Juan Carlos Mendez