John O'hara, financial advisor Chico CA

John O'hara

CRD Number: 7082826
Current Firm: Lpl Financial LLC

John O'hara (CRD# 7082826) is an Investment Advisor Representative working at Lpl Financial LLC in Chico, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Chico, CA Mar 2019 - Current 5
Asset Management Group Chico, CA Feb 2019 - Current 5
Northrop Grumman Baltimore, MD Jun 2012 - Feb 2019 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2020
Contact Info for John F. O'hara
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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