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AO

Adam Ochoa

LOTUSLAND PROPERTIES
Palm Desert, CA 92260
Some features on this profile are disabled
CRD#: 7653795
AO

Professional summary

Adam Ochoa is a registered financial advisor currently at LOTUSLAND PROPERTIES located in Palm Desert, California.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Adam has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Ochoa's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 14, 2022 - Present

LOTUSLAND PROPERTIES

Office #1: 44651 Village Court Suite 125, Palm Desert, CA 92260
RIA
CRD#: 324016
Palm Desert, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(12/14/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/7/2022
Uniform Investment Adviser Law Examination

Current Firm

LP
LOTUSLAND PROPERTIES
LOTUSLAND PROPERTIES | LOTUSLAND PROPERTIES, INC

CRD#: 324016 / SEC#:

California
Registered Investment Advisory firm - (12/14/2022 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
44651 Village Court Suite 125, Palm Desert, CA 92260
Mailing Address
Phone number
(760) 777-7377
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LOTUSLAND PROPERTIES

CRD#: 324016Palm Desert, CA 92260

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