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Michael M

Series 65, Series 63

Red Oak, TX

Primerica Advisors

Michael Mendoza is a financial advisor with Primerica Advisors in Red Oak, Texas, holding Series 65 and Series 63 credentials and over 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Mendoza is the author of the book *Skinny People Don't Understand* and is a managing member of Mendoza & Mendoza, LLC. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based investment strategies developed by third-party managers and supports accounts through BNY Mellon Advisors and Pershing custody services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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