Paul Ohara is a registered investment advisor at LPL Financial LLC, based in Colorado Springs, CO, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6385 Corporate Dr # 205, Colorado Springs, CO, 80919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is involved with Asbury Wealth Partners, Orca Financial Group, and Clear Wealth Management as DBAs for LPL business, dedicating about a quarter of his time to Asbury Wealth Partners. He also coaches girls' varsity basketball at Thomas MacLaren Charter School, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Neidiger, Tucker, Bruner, INC.Broker
Evolution Financial Technologies, LLCBroker
Wien Securities CORP.Broker
Fleet Securities, INC.Broker
Liberty Patriot Securities INC.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.