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Atif Zack Zahoor

OM Pacific Capital LLC

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About Atif Zack Zahoor

Atif Zahoor is a financial advisor currently registered with OM Pacific Capital LLC. Atif has been in the industry since 2012 and holds the Series 66, Series 7, and Series 7TO licenses. Atif Zahoor has experience working with clients at Wells Fargo Clearing Services, LLC, Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Atif Zahoor has a background in investment property and construction estimates. Atif Zahoor provides investment advisory services including financial planning, pension consulting, selection of other advisers, and portfolio management. Atif Zahoor works with clients including high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans.

Firm Information

Atif Zahoor is currently registered with OM Pacific Capital LLC. OM Pacific Capital LLC is a Registered Investment Advisor with approximately $60 million in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, and portfolio management for pooled investment vehicles. They also offer other advisory services including LPL SPONSORED ADVISORY PROGRAMS and selection of other advisors. They have 28 total accounts and 25 of those accounts are discretionary. The firm has 1 investment advisor representative and 3 investment advisory functions. The firm participates in wrap fee programs. The firm's website is HTTP://WWW.OMPACIFICCAP.COM.

$60.00M

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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lpl sponsored advisory programs

Lpl sponsored advisory programs

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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Atif Zahoor’s Registration & Firm History

CA

12/22/2023 - Present

OM Pacific Capital LLC (Sacramento CA)

CA

02/22/2019 - 01/19/2022

WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)

CA

09/17/2015 - 02/25/2019

MORGAN STANLEY (SAN MATEO CA)

CA

10/29/2012 - 09/18/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)

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Licenses & Designations

BOTH

Issued 01/23/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/20/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Atif Zack Zahoor.
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