AO
AO

Adam Ochoa

3 Years of Experience
Palm Desert, CA

Adam Ochoa is a registered investment advisor at Lotusland Properties, based in Palm Desert, CA, with 3 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 48 clients.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

44651 Village Court, Suite 125, Palm Desert, CA, 92260

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Adam is a CPA with The Practice Certified Public Accountants, Inc., dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Lotusland Properties
December 2022 - Present · 3 yrs 5 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
Adam Ochoa - Financial Advisor | TrueAdvisor