Elijah Ochoa (CRD# 7334617) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Gastonia, NC and has over 2 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Oct 2021 - Current | 2 |
| Thrivent Investment Management Inc. | Gastonia, NC | Mar 2021 - Current | 3 |
| Thrivent Financial | Appleton, WI | Jun 2021 - Oct 2021 | < 1 |
| Unemployed | Charlotte, NC | Mar 2020 - Jun 2021 | 1 |
| Roosters Wood Fired Kitchen Southpark Charlotte | Charlotte, NC | Apr 2018 - Mar 2020 | 1 |
| Project 658 | Charlotte, NC | Sep 2016 - Apr 2018 | 1 |
| The Summit Room | Charlotte, NC | Nov 2015 - Sep 2016 | < 1 |
| The Vanlandingham Estate | Charlotte, NC | Apr 2015 - Nov 2015 | < 1 |
| Johnson & Wales University | Charlotte, NC | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- NC
- TX
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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 derived from SEC.gov data covering 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.
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.