Justine Ochoa (CRD# 6925678) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 5 years of experience in the finance industry.
CRD# 4316392
Spc
CRD# 5438918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2236571
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Chicago, IL | Aug 2018 - Current | 6 |
| Iht Wealth Management | Chicago, IL | Mar 2018 - Current | 6 |
| Yelp | Chicago, IL | Jul 2017 - Mar 2018 | < 1 |
| University Of Illinois Foundation | Champaign, IL | Nov 2014 - May 2017 | 2 |
| University Of Illinois In Urbana Champaign | Champaign, IL | Sep 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- IL
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Total Assets Under Management4,820MILLIONS
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Total Number of Accounts20,120ACCOUNTS
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Average Account Value$239,586
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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