John O'hara is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Lansdale, PA, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
1110 N Broad Street, Lansdale, PA, 19446
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John operates Comprehensive Financial Professionals, Inc. as a DBA for his LPL business. He also owns CompProp LLC, a real estate rental business, dedicating minimal time to it, and Comprehensive Financial Holdings, LLC, a business entity for tax/investment purposes, dedicating a few hours per week.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations1 state
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