Liam O'hara (CRD# 7788646) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has 1 year of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morton Wealth | Calabasas, CA | Oct 2022 - Current | 1 |
| N/a | Thousand Oaks, CA | Jul 2022 - Sep 2022 | < 1 |
| Archon Capital, LLC | Thousand Oaks, CA | Apr 2022 - Jun 2022 | < 1 |
| Lowes Companies, LLC | West Hills, CA | Jul 2021 - Mar 2022 | < 1 |
| The Home Depot | Oxnard, CA | Jun 2020 - Jun 2021 | 1 |
| Walmart | Oxnard, CA | Mar 2019 - May 2020 | 1 |
| Wag Labs, Inc. | Oxnard, CA | Dec 2018 - Feb 2019 | < 1 |
| Royal Valet Tulsa | Tulsa, OK | Aug 2018 - Nov 2018 | < 1 |
| Infinity Investigations And Protective Services | Owasso, OK | Nov 2017 - Jul 2018 | < 1 |
| Metro Christian School | Tulsa, OK | Oct 2016 - Oct 2017 | 1 |
| United States Navy | Port Hueneme, CA | Sep 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CA
-
Total Assets Under Management2,645MILLIONS
-
Total Number of Accounts3,523ACCOUNTS
-
Average Account Value$750,792
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, ID, IL, LA, MN, NC, NV, NY, OH, OR, TX, UT, WA
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