Joseph OchoaCRD Number: 1383585
Current Firm: Usaa Financial Planning Services
Joseph Ochoa (CRD# 1383585) is an Investment Advisor Representative working at Usaa Financial Planning Services in San Antonio, TX and has over 31 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Usaa Financial Advisors, Inc.||San Antonio, TX||Sep 2011 - Current||5|
|Usaa Financial Planning Services||San Antonio, TX||Sep 2011 - Current||5|
|Unemployed||Austin, TX||Apr 2011 - Aug 2011||< 1|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Feb 2011 - Apr 2011||< 1|
|The Millenium Group||San Antonio, TX||Feb 2011 - Apr 2011||< 1|
|Investment Professionals, Inc.||Austin, TX||Jul 2009 - Jan 2011||1|
|Unemployed||Austin, TX||Mar 2009 - Jul 2009||< 1|
|Raymond Riley Associates||Austin, TX||Jan 2007 - Mar 2009||2|
|Unemployed||New Braunfels, TX||Oct 2006 - Jan 2007||< 1|
|Alliance Bernstein||San Antonio, TX||Oct 2003 - Oct 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1985|
|S65||NASAA Investment Advisors Law Examination||Jul 1993|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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
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