Patrick
Larkin

Oak Hill Wealth Advisors, LLC

CRD#4594815
Investment Advisor
in Leesburg, VA

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About this Advisor

Patrick Larkin is a financial advisor based in Leesburg, Virginia, working with Oak Hill Wealth Advisors, LLC. Patrick has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Oak Hill Wealth Advisors. Patrick has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Patrick 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 a variety of clients, including high-net-worth individuals. The services offered by the firm include 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, CERTIFIED FINANCIAL PLANNER™

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

Patrick Larkin Work History

2022 - Present (3 years)

Oak Hill Wealth Advisors

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

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Disclosures

Please visit the SEC profile of Patrick 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
Patrick Larkin
Leesburg, VA
Bonny Brown
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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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.

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