Orlando Ochoa, financial advisor Chicago IL
93 score

Orlando Ochoa

CRD Number: 4535436
Current Firm: Iht Wealth Management LLC

Orlando Ochoa (CRD# 4535436) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Chicago, IL Jun 2014 - Current 2
Lpl Insurance Associates Chicago, IL Jun 2014 - Current 2
Iht Wealth Management LLC Chicago, IL Jun 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago, IL Oct 2009 - Jun 2014 4
Banc Of America Investment Services, Inc. Chicago, IL Oct 2008 - Oct 2009 1
Banc Of America Insurance Services, Inc. Chicago, IL Oct 2008 - Oct 2009 1
Banc Of America Investment Services, Inc. Chicago, IL Oct 2008 - Oct 2009 1
Abn Amro Financial Services, Inc. Chicago, IL May 2002 - Oct 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for Orlando Ochoa
Phone Number: 312-754-1310
Registered State(s):
  • IL
  • MI
By the Numbers
  • Total Assets Under Management
    181
    MILLIONS
  • Total Number of Accounts
    1,154
    ACCOUNTS
  • Average Account Value
    $157,185
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, IN, MI, MN, MO, OH, PA, TX, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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