Frank Ohara, financial advisor Herndon VA

Frank Ohara

CRD Number: 1783126
Current Firm: Lifeworks Advisors, LLC

Frank Ohara (CRD# 1783126) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Herndon, VA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Lifeworks Advisors, LLC Herndon, VA Feb 2023 - Current 1
Kristine A. Boelte & Associates, LLC Herndon, VA Jan 2021 - Current 3
Purshe Kaplan Sterling Investments, Inc. Albany, NY Nov 2021 - Feb 2023 1
N/a Sterling, VA Jan 2020 - Dec 2020 < 1
Pacer Financial, Inc. Malvern, PA Sep 2019 - Dec 2019 < 1
Verisign Reston, VA May 2008 - Jul 2019 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Sep 2009
S66 NASAA Uniform Combined State Law Examination Jan 2021
Contact Info for Frank G. Ohara
Phone Number: (616) 200-6512
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    422
    MILLIONS
  • Total Number of Accounts
    2,040
    ACCOUNTS
  • Average Account Value
    $206,781
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MI, MN, NC, NH, NY, OH, SC, TN, TX, VA, WA, WI

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