Elijah
Ochoa
Edelman Financial Engines
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About this Advisor
Elijah Ochoa is a financial advisor based in Lincolnton, North Carolina, working with Edelman Financial Engines. Elijah has previously worked at Roosters Wood Fired Kitchen Southpark Charlotte, Project 658, The Summit Room, The Vanlandingham Estate, Thrivent Investment Management Inc, Thrivent Financial, and Edelman Financial Engines. Elijah has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Elijah is part of Edelman Financial Engines, which operates out of Lincolnton, North Carolina. The firm has 149 offices and 1,616 employees. Edelman Financial Engines manages assets totaling $292.9 billion and serves charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$292,902,969,770
1,616
1,552,934
$188,613
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Elijah Ochoa Work History
Edelman Financial Engines
Thrivent Financial
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Roosters Wood Fired Kitchen Southpark Charlotte
Project 658
The Summit Room
The Vanlandingham Estate
Disclosures
Please visit the SEC profile of Elijah Ochoa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Edelman Financial Engines
Phoenix, AZ
Mokena, IL
Walnut Creek, CA
Chandler, AZ
El Segundo, CA
Northbrook, IL
Maumee, OH
Lincolnton, NC
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