Joseph Ochoa
Joseph Ochoa is a registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 37 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,080 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
9800 Fredericksburg Road, San Antonio, TX, 78288
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
USAA Investment Services CompanyBroker
USAA Investment Services Company
USAA Investment Services Company
Previous Registrations
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Alliancebernstein L.P.
Alliancebernstein Investments, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.