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Mel Mendonca

38 Years of Experience
Honolulu, HI
Broker

Mel Mendonca is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Honolulu, HI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mel operates under the DBA Mel Mendonca LLC. He also performs in public with a band, dedicating about 10% to 20% of his time to this activity.

Employment History
Current Registrations
LPL Financial LLC
April 2005 - Present · 21 yrs 1 mo
LPL Financial LLCBroker
December 2004 - Present · 21 yrs 5 mos
Previous Registrations
Bankoh Investment Services, INC.Broker
August 1998 - November 2004 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1987 - July 1998 · 11 yrs 3 mos
State Registrations3 states
CAHIWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.