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Robyn L. O Hara

Some features on this profile are disabled
CRD#: 2070198
RO

Professional summary

Robyn Lynn O Hara was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Robyn is a previously registered financial advisor and started their career in finance in 1990. Prior to being barred, Robyn had worked at 9 firms, which includes WFG ADVISORS LP, WFG INVESTMENTS INC., COLBY & WHITE LP, REGAL ADVISORY SERVICES INC., REGAL SECURITIES INC., SAMCO FINANCIAL SERVICES INC., DONALD & CO. SECURITIES INC., DICKINSON & CO., J. W. GANT & ASSOCIATES INC..

Question & Answer

Are you a "fiduciary"?
No

Aliases

Robyn Lynn Ohara | Robyn Lynn Reagan | Robyn Lynn Reagan-O'hara

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

September 18, 2007 - March 31, 2009

WFG ADVISORS, LP

RIA
CRD#: 125073
SNELLVILLE, GA
Past

September 12, 2007 - March 13, 2009

WFG INVESTMENTS, INC.

BD
CRD#: 22704
DALLAS, TX
Past

July 6, 2007 - October 2, 2007

COLBY & WHITE, LP

BD
CRD#: 104137
BEDFORD, TX
Past

May 14, 2007 - August 27, 2007

REGAL ADVISORY SERVICES, INC.

RIA
CRD#: 123842
GLENVIEW, IL
Past

January 3, 2007 - August 27, 2007

REGAL SECURITIES, INC.

BD
CRD#: 7297
GLENVIEW, IL
Past

August 5, 2002 - December 31, 2006

SAMCO FINANCIAL SERVICES, INC.

BD
CRD#: 30108
PHOENIX, AZ
Past

April 1, 1997 - September 6, 2002

DONALD & CO. SECURITIES INC.

BD
CRD#: 7776
TINTON FALLS, NJ
Past

August 13, 1992 - February 25, 1997

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA
Past

September 14, 1990 - July 30, 1992

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 3/30/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/25/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/5/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/14/1994
General Securities Principal Examination

Current Firm

WA
WFG ADVISORS, LP
ATLAS WEALTH ADVISORS | WFG ADVISORS, LP | THE RUDD COMPANY | ROSEHILL ASSET MANAGEMENT | BROOKS INVESTMENT PROFESSIONALS

CRD#: 125073 / SEC#: 801-61945

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Contact information

Main Address
2711 N Haskell Ave Suite 2900, Dallas, TX 75204
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

WFGA WRAP PROGRAM BROCHURE 2016 (8/1/2016)
WFGA PART 2A- FIRM BROCHURE 2016 (8/1/2016)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WFG ADVISORS, LP

CRD#: 125073

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