Xavier Mendoza is a registered investment advisor, based in San Diego, CA, with 15 years of industry experience.
Location
7676 Hazard Center Drive, Suite 1550, San Diego, CA, 92108
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Xavier is an investment advisor at Octavia Wealth Advisors, LLC, dedicating full-time hours to providing financial advice. He also works as an insurance agent at Octavia Risk Management LLC, spending about 10-20% of his time on the sale of insurance products.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Octavia Wealth Advisors LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations3 states
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