Frank
Ohara
Lifeworks Advisors, LLC
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About this Advisor
Frank Ohara is a financial advisor based in Herndon, Virginia, working with Lifeworks Advisors, LLC. Frank has previously held positions at Pacer Financial, Inc, Verisign, Kristine A. Boelte & Associates, LLC, Purshe Kaplan Sterling Investments, Inc, and Lifeworks Advisors, LLC. Frank has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Frank is part of Lifeworks Advisors, LLC, which operates out of Herndon, Virginia. The firm has 24 offices and 31 employees. The firm manages assets totaling $421.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lifeworks Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lifeworks Advisors, LLC Brokerage Details
$421,833,413
31
2,040
$206,781
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Frank Ohara Work History
Lifeworks Advisors, LLC
Kristine A. Boelte & Associates, LLC
Purshe Kaplan Sterling Investments, Inc
N/A
Pacer Financial, Inc
Verisign
Disclosures
Please visit the SEC profile of Frank Ohara to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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