Patrick O'Hearn has been Secretary/Senior Financial Advisor of Kelman Lazarov since January 2026, is a control person of the firm and directly owns between 10% and 25% of it. Patrick O'Hearn holds a B.S. in finance from the University of Tennessee.
Kelman Lazarov Inc is a Memphis, TN firm with $895M under management, 579 clients and 13 advisers in one office, as of its March 2026 filing.
Patrick O'Hearn is Senior Financial Advisor of Kelman-Lazarov, based in Memphis. He is a member of the firm's financial planning team and draws on an initial career in private banking. He joined the firm in 2016 after nearly a dozen years with Paragon Bank and became a partner early in 2020.
- Kelman Lazarov IncCurrent– present · 10 yearsMemphis, TN · Adviser representative · Firm CRD 107727
Investment adviser representative registrations
Patrick O'Hearn is registered as an investment adviser representative in 3 states. The first approvals date from October 2016; the most recent is Texas, in January 2018.
- LouisianaSince 12 November 2016
- TennesseeSince 11 October 2016
- TexasSince 5 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 22 November 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 August 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Patrick Joseph O'Hearn
- CRD
- 6701727
- Firm
- Kelman Lazarov · CRD 107727
- Role
- Secretary/Senior Financial Advisor
- Office
- 5100 POPLAR AVE, STE 2805, Memphis, TN 38137-2805
- Registration
- Investment adviser registration
- In the industry since
- October 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kelman-lazarov.com
Where does Patrick O'Hearn work?
Patrick O'Hearn has been Secretary/Senior Financial Advisor of Kelman Lazarov Inc since January 2026, and is a control person of the firm.
Is Patrick O'Hearn a financial advisor?
Yes. Patrick O'Hearn has a current investment-adviser registration in Louisiana, Tennessee and Texas, through Kelman Lazarov since October 2016.
How many years of experience does Patrick O'Hearn have?
Patrick O'Hearn has 10 years in the financial industry, since October 2016, across 1 adviser firm.
What exams has Patrick O'Hearn passed?
Patrick O'Hearn has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in August 2017. FINRA credited Patrick O'Hearn with the SIE, which began in October 2018.
Where is Patrick O'Hearn based?
Patrick O'Hearn’s registered office is in Memphis, TN.
Is Patrick O'Hearn registered with FINRA?
No. Patrick O'Hearn has no current broker registration.
How can I verify Patrick O'Hearn’s record?
Search CRD 6701727 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick O'Hearn’s full registration record.
