Angela
Larkin

Oak Hill Wealth Advisors, LLC

CRD#7217680
Investment Advisor
in Leesburg, VA

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About this Advisor

Angela Larkin is a financial advisor based in Leesburg, Virginia, working with Oak Hill Wealth Advisors, LLC. Angela has previously held positions at Wells Fargo Clearing Services, LLC, Serco, Homemaker, Education Management Corp-The Art Institutes, and Oak Hill Wealth Advisors. Angela has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Angela is part of Oak Hill Wealth Advisors, LLC, which operates out of Leesburg, Virginia. The firm has 9 employees and manages assets totaling $542.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Oak Hill Wealth Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

19415 Deerfield Ave Suite 203
Leesburg, VA 20176

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Oak Hill Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$542,256,555

VA Average: $1,835,309,194
Total Number of Employees

9

VA Average: 32
Total Number of Accounts

1,156

VA Average: 1,458
Average Account Size

$469,080

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Angela Larkin Work History

2022 - Present (2 years)

Oak Hill Wealth Advisors

2020 - 2022 (2 years)

Wells Fargo Clearing Services, LLC

2017 - 2020 (3 years)

Homemaker

2016 - 2017 (1 year)

Serco

2000 - 2016 (16 years)

Education Management Corp-The Art Institutes

Disclosures

Please visit the SEC profile of Angela Larkin 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 Oak Hill Wealth Advisors, LLC

Eric Hiatt
Leesburg, VA
Brianna Buckley
Leesburg, VA
Timothy Schmidt
Leesburg, VA
Bonny Brown
Leesburg, VA
Patrick Larkin
Leesburg, VA
Angela Larkin
Leesburg, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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