ML
Mauricio Lepe melgoza
from Finec Asset Management
Mauricio Lepe melgoza is a financial advisor based in California, San Diego,
with 17 years of experience. Mauricio currently works for
Finec Asset Management.
Mauricio maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mauricio Lepe melgoza works at Finec Asset Management
Finec Asset Management is a financial advisory firm based in San Diego, California. It currently has approximately $77,081,419 of assets under management and employs about 5 people. Finec Asset Management uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
402 West Broadway, Suite 400, San Diego, California, 92101
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