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AO

Alejandro Jose-Megino Ochoa

Independent Advisor Alliance, LLC
22 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Independent Advisor Alliance, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
286 advisors
Number of Clients
34,127 clients
Average Client Portfolio
$412K average
Assets Under Management
$14.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

Santa Barbara, CA

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History

Regulatory History (1)
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Judgment / Lien
May 2019
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Alejandro operates True Wealth Management as a DBA for his LPL business, dedicating nearly full-time hours to it. He also provides investment advisory services through Independent Advisor Alliance, spending nearly full-time hours on this activity as well.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
November 2018 - Present · 7 yrs 3 mos
LPL Financial LLCBroker
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Independent Financial Partners
August 2016 - November 2018 · 2 yrs 3 mos
Ameriprise Financial Services, INC.
October 2003 - August 2016 · 12 yrs 10 mos
Ameriprise Financial Services, INC.Broker
October 2003 - August 2016 · 12 yrs 10 mos
Ids Life Insurance CompanyBroker
October 2003 - July 2006 · 2 yrs 9 mos
State Registrations8 states
AZCACOFLILNVWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alejandro Jose-megino Ochoa - Financial Advisor | TrueAdvisor