Frank Ohara has been an investment adviser representative at Lifeworks Advisors since February 2023, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Frank Ohara’s longest registration is the current one, 3 years at Lifeworks Advisors since 2023. Before joining Lifeworks Advisors in 2023, Frank Ohara was registered through Boelte O'Hara Wealth Management and Pacer Advisors, Inc.
- Lifeworks Advisors, LLCCurrent– present · 3 yearsHerndon, VA · Adviser representative · Firm CRD 288255
- Boelte O'Hara Wealth Management– · 2 yearsHerndon, VA · Adviser representative · Firm CRD 281839
- Pacer Advisors, Inc.– · 1 yearSterling, VA · Adviser representative · Firm CRD 137381
Investment adviser representative registrations
Frank Ohara is registered as an investment adviser representative in Virginia, since February 2023.
- VirginiaSince 17 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 January 2021 |
| Series 7TO | General Securities Representative Examination | 11 October 2019 |
| SIE | Securities Industry Essentials Examination | 5 September 2019 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 September 2009 |
| Series 7 | General Securities Representative Examination | 11 September 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 July 1988 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 March 1988 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Frank Gerald Ohara
- CRD
- 1783126
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- 2201 COOPERATIVE WAY, SUITE 600, Herndon, VA 20171
- Registration
- Investment adviser registration
- In the industry since
- March 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Frank Ohara work?
Frank Ohara is an investment adviser representative registered through Lifeworks Advisors, LLC since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is Frank Ohara a financial advisor?
Yes. Frank Ohara has a current investment-adviser registration in Virginia, through Lifeworks Advisors since February 2023.
How many years of experience does Frank Ohara have?
Frank Ohara has 28 years in the financial industry, since March 1998, across 3 adviser firms.
What exams has Frank Ohara passed?
Frank Ohara has passed 7 licensing exams: the Series 6, Series 63, Series 7, Series 65, SIE, Series 7TO and Series 66. The earliest, the Series 6, was passed in March 1988.
Where did Frank Ohara work before Lifeworks Advisors?
Before Lifeworks Advisors, Frank Ohara was registered through Pacer Advisors, Inc., September 2009 to April 2011.
Where is Frank Ohara based?
Frank Ohara’s registered office is in Herndon, VA.
Is Frank Ohara registered with FINRA?
No. Frank Ohara has no current broker registration.
How can I verify Frank Ohara’s record?
Search CRD 1783126 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Frank Ohara’s full registration record.
