Aaron Ochoa (CRD# 4222628) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Broken Arrow, OK and has over 23 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invest Financial Corp. | Tampa, FL | Sep 2010 - Feb 2017 | 6 |
| Central Bank | Tulsa, OK | Sep 2010 - Jan 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management104MILLIONS
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Total Number of Accounts719ACCOUNTS
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Average Account Value$145,301
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MI, MN, MO, MS, NC, NE, NH, NM, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, WA
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