PO
Patrick O'hara
from Wacker Wealth Partners, LLC
Patrick O'hara is a financial advisor based in California, San Luis Obispo,
with 31 years of experience. Patrick currently works for
Wacker Wealth Partners, LLC.
Patrick maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Patrick O'hara works at Wacker Wealth Partners, LLC
Wacker Wealth Partners, LLC is a financial advisory firm based in San Luis Obispo, California. It currently has approximately $1,020,294,488 of assets under management and employs about 22 people. Wacker Wealth Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
892 Aerovista Place, Suite 220, San Luis Obispo, California, 93401
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