Patrick Wallace Larkin Jr
CFP®Professional Summary
Patrick Wallace Larkin JR, CFP® was a registered financial advisor. Patrick was a previously registered financial professional and started their career in finance 1976 - 2023. Patrick had worked at 4 firms and has passed the Series 65, Series 63, SIE, PC, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
50 years in the financial services industry
Current & Past Employments
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Current Firm
OAK HILL WEALTH ADVISORS, LLC
Contact Information
Main Address
19415 Deerfield Ave Suite 203, Lansdowne, VA 20176Phone Number
(703) 673-7034# of Employees
10Documents
Regulatory Assets Under Management
Total Number of Accounts
1,191AUM (Assets Under Management)
$603,237,978Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/18/2025 | Cover Page | Report |
| 09/10/2024 | Cover Page | Report |
| 01/18/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
PC — AMEX Put and Call Exam
Passed Jan 1989Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Aug 2014About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jul 2014About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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