Gregory Ochinero, financial advisor La Jolla CA

Gregory Ochinero

CRD Number: 6726297
Current Firm: Kestra Advisory Services, LLC

Gregory Ochinero (CRD# 6726297) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in La Jolla, CA and has over 4 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor La Jolla CA
Thomas E. Blottenberger
CRD# 5769283
Paradigm Shift Financial, LLC
Similar Advisors
Mark Richards, financial advisor La Jolla CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Kevin Christensen, financial advisor La Jolla CA
Kevin D. Christensen
CRD# 5621865
Lpl Financial LLC
Company Name Location Dates Years
Sanmina Corporation Solana Beach, CA Jul 2017 - Current 4
Kestra Financial, Inc. Solana Beach, CA Dec 2016 - Current 4
Unemployed Solana Beach, CA Oct 2016 - Current 5
On Semiconductor Phoenix, AZ Apr 2003 - Oct 2016 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
Contact Info for Gregory S. Ochinero
Phone Number: 8445537872
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    34,791
    MILLIONS
  • Total Number of Accounts
    110,060
    ACCOUNTS
  • Average Account Value
    $316,110
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.