John
O'Hagan
O'Hagan Group, Inc
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About this Advisor
John O'Hagan is a financial advisor based out of Bethlehem, Pennsylvania with 2 years of relevant experience. O'Hagan is an advisor for O'Hagan Group, Inc. During their career, the advisor has held roles at Continental Airlines, Purshe Kaplan Sterling Investments, Pks Advisory Services, LLC, Kms Financial Services, Inc, Securities America, Inc, Arbor Point Advisors and O'Hagan Group, Inc. O'Hagan holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to serve investors in Pennsylvania and Texas. O'Hagan Group, Inc is a business that has its headquarters in Bethlehem, PA. The company has a total of eight employees. It administers $559 million in total assets between its 1,027 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 1,027 customer accounts, 28% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely vary depending on the type of services. Fees billed by O'Hagan Group, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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O'Hagan Group, Inc Brokerage Details
$559,287,313
8
1,027
$544,584
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
John O'Hagan Work History
John has been registered as a financial advisor for 2 years.*
O'Hagan Group, Inc
Purshe Kaplan Sterling Investments
Continental Airlines
Securities America, Inc
Arbor Point Advisors
Kms Financial Services, Inc
Purshe Kaplan Sterling Investments
Pks Advisory Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John O'Hagan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at O'Hagan Group, Inc
Bethlehem, PA
Bethlehem, PA
Morris, IL
Tampa, FL
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
