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Angela Marie Larkin

OAK Hill Wealth Advisors, LLC

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About Angela Marie Larkin

Angela Larkin is a financial advisor with Oak Hill Wealth Advisors, LLC in Lansdowne, Virginia. Angela is a licensed and registered investment advisor representative in Texas and Virginia. She has been in the industry since 2020. Angela specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. She has a broad client base including high net worth individuals, individuals other than high net worth, and charitable organizations. Angela has a strong understanding of the financial needs of her clients and is dedicated to helping them achieve their financial goals.

Firm Information

Angela Larkin is currently registered with OAK Hill Wealth Advisors, LLC. OAK Hill Wealth Advisors, LLC is a registered investment advisor based in Lansdowne, Virginia. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages approximately $542 million in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.
OAK Hill Wealth Advisors, LLC

19415 DEERFIELD AVE

LANSDOWNE, VA 20176

$542.26M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angela Larkin’s Registration & Firm History

VA

05/09/2022 - Present

OAK Hill Wealth Advisors, LLC (LANSDOWNE VA)

VA

05/27/2020 - 05/23/2022

WELLS FARGO CLEARING SERVICES, LLC (LEESBURG VA)

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Licenses & Designations

BOTH

Issued 07/27/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angela Marie Larkin.
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