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MM

Marco F. Mendoza

IFC ADVISORS LLC
LOS ANGELES, CA 90025
Some features on this profile are disabled
CRD#: 3111936
MM

Professional summary


Marco Fernandez Mendoza, who also goes by Marco Fernandez Mendoza, Mervyn Mendoza, is a registered financial advisor currently at IFC ADVISORS LLC located in Los Angeles, California.

Marco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Marco has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Marco Fernandez Mendoza | Mervyn Mendoza

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RENTAL PROPERTY, INV RELATED, BOISE, ID, 100% OWNERSHIP, START 3/1/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Marco Fernandez Mendoza's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 6, 2024 - Present

IFC ADVISORS LLC

Office #1: 11601 Wilshire Blvd Suite 1725, Los Angeles, CA 90025
RIA
CRD#: 332157
LOS ANGELES, CA
Past

January 3, 2011 - November 15, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
LOS ANGELES, CA
Past

January 3, 2011 - November 15, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
LOS ANGELES, CA
Past

May 15, 2001 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
LOS ANGELES, CA
Past

May 2, 2001 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
LOS ANGELES, CA
Past

September 10, 1998 - May 2, 2001

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
IFC ADVISORS LLC
IFC ADVISORS LLC

CRD#: 332157 / SEC#: 801-130735

RIA
Registered Investment Advisory firm - (7/24/2024 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(11/6/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/8/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IA
IFC ADVISORS LLC
IFC ADVISORS LLC

CRD#: 332157 / SEC#: 801-130735

RIA
Registered Investment Advisory firm - (7/24/2024 Approved)
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Contact information


Main Address
11601 Wilshire Blvd Suite 1725, Los Angeles, CA 90025
Mailing Address
Phone number
(310) 596-1250
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (10 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IFC ADVISORS FORM ADV PART 2A WRAP BROCHURE (11/5/2025)

Regulatory assets under management


Total Number of Accounts1,901
AUM (Assets Under Management)$ 2,336,846,478

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


IFC ADVISORS LLC

CRD#: 332157Los Angeles, CA 90025

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