Lucas Mendoza has been an investment adviser representative at Vance Wealth since March 2026, and is not listed among the firm’s executive officers or direct owners. Lucas Mendoza studied at Texas Christian University.
Vance Wealth, LLC is a Santa Clarita, CA firm with $894M under management, 428 clients and 10 advisers across 5 offices, as of its May 2026 filing.
Lucas Mendoza is Planning Associate at Vance Wealth. He works with advisors to help prepare financial plans and coordinate strategy discussions, and supports advisors through meeting preparation, financial plan maintenance and tax strategy coordination. Before joining the firm he worked in residential real estate development, and he joined Vance Wealth as a Financial Analyst Intern.
- Vance WealthCurrent– present · under a yearSanta Clarita, CA · Adviser representative · Firm CRD 310162
Investment adviser representative registrations
Lucas Mendoza is registered as an investment adviser representative in California, since March 2026.
- CaliforniaSince 27 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 March 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lucas Joseph Mendoza
- CRD
- 8237979
- Firm
- Vance Wealth · CRD 310162
- Office
- 26491 SUMMIT CIRCLE, Santa Clarita, CA 91350
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- simplify-365.com
Where does Lucas Mendoza work?
Lucas Mendoza is an investment adviser representative registered through Vance Wealth, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lucas Mendoza a financial advisor?
Yes. Lucas Mendoza has a current investment-adviser registration in California, through Vance Wealth since March 2026.
How many years of experience does Lucas Mendoza have?
Lucas Mendoza has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Lucas Mendoza passed?
Lucas Mendoza passed the Series 65 in March 2026.
Where is Lucas Mendoza based?
Lucas Mendoza’s registered office is in Santa Clarita, CA.
Is Lucas Mendoza registered with FINRA?
No. Lucas Mendoza has no current broker registration.
How can I verify Lucas Mendoza’s record?
Search CRD 8237979 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lucas Mendoza’s full registration record.
