Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick O'Hara is an investment advisor representative who is registered with EP Wealth Advisors, LLC. Patrick has over 20 years of experience in the financial services industry, with previous experience at UVEST FINANCIAL SERVICES GROUP, INC., WELLS FARGO INVESTMENTS, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Patrick is a Certified Financial Planner and holds Series 7, 31 and 63 licenses and the Series 65 license. Patrick specializes in working with high-net-worth individuals, corporations, and individuals seeking retirement planning advice. Patrick O'Hara provides financial planning, retirement plan advisory services, tax preparation services, selection of other advisers, and portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
EP Wealth Advisors (TORRANCE CA)
CA
11/04/2004 - 09/29/2006
UVEST FINANCIAL SERVICES GROUP, INC. (PASO ROBLES CA)
CA
03/31/2003 - 11/08/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
01/20/1994 - 03/24/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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