Taylor
O'Hara

Verdence Capital Advisors, LLC

CRD#6531523
Investment Advisor
in Alexandria, VA

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About this Advisor

Taylor O'Hara is a financial advisor based in Alexandria, Virginia, working with Verdence Capital Advisors, LLC. Taylor has previously held positions at Fairfax County Public Schools, Wisc Enterprises, First Command Financial Planning, Inc, First Command Advisory Services, Inc, First Command Insurance Services, Inc, First Command, and Verdence Capital Advisors, LLC. Taylor has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Taylor is part of Verdence Capital Advisors, LLC, which operates out of Alexandria, Virginia. The firm has 4 offices and 47 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and 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, selection of other advisers, and other services. The fee structure at Verdence Capital Advisors, LLC includes asset-based, hourly, 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, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

44 Canal Center Plaza Ste 550
Alexandria, VA 22314

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Verdence Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$3,306,595,930

VA Average: $6,889,882,315
Total Number of Employees

47

VA Average: 45
Total Number of Accounts

6,146

VA Average: 765
Average Account Size

$538,008

VA Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Taylor O'Hara Work History

2024 - Present (0 year)

Verdence Capital Advisors, LLC

2017 - Present (7 years)

First Command Financial Planning, Inc

2017 - Present (7 years)

First Command Advisory Services, Inc

2017 - Present (7 years)

First Command Insurance Services, Inc

2015 - 2017 (2 years)

First Command

2014 - 2014 (< 1 year)

Wisc Enterprises

2011 - 2017 (6 years)

Fairfax County Public Schools

Disclosures

Please visit the SEC profile of Taylor O'Hara 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 Verdence Capital Advisors, LLC

Jason Edelson
Hunt Valley, MD
Kai Kressman
Hunt Valley, MD
John Morgan
Hunt Valley, MD
Brian Sabo
Hunt Valley, MD
Andrew Wright
Naples, FL
Matthew Moore
Hunt Valley, MD
David Gonzalez
Hunt Valley, MD
Lucas Belanger
Hunt Valley, MD

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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