Stephanie O'hara
Stephanie O'hara is a registered investment advisor at LPL Financial LLC, based in Chicago, IL, with 23 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
444 W Lake St. Suite 1762, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2022Other Business ActivitiesSells Insurance
Stephanie operates under the DBA +1 Group for her LPL business, dedicating full-time hours to investment-related activities. She also sells fixed annuities and whole life insurance through ASH or Crump, spending minimal time on these insurance sales.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 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.