Frank Gerald Ohara
Investment adviser representative at Lifeworks Advisors, LLC
18 yearsExperience
1 stateRegistered in
$966.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Lifeworks Advisors, LLCFeb 2023 to now
- Kristine A. Boelte & Associates, LLCJan 2021 to now
- Purshe Kaplan Sterling Investments, Inc.Nov 2021 to Feb 2023
- N/aJan 2020 to Dec 2020
- Pacer Financial, Inc.Sep 2019 to Dec 2019
- VerisignMay 2008 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2009
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
Lifeworks Advisors, LLC
$966.7MAssets managed
1,814Clients
42Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1783126
- Firm CRD
- 288255