Patrick Joseph O'Hearn
Investment Adviser Representative at Kelman Lazarov Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Joseph O'Hearn is an investment adviser representative with Kelman Lazarov Inc in Memphis, TN, where they have been registered since 2016. They have worked in the securities industry since 2016 and were previously registered with Mutual Securities, Inc. They have passed 3 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in Louisiana, Tennessee, and Texas.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Louisiana, Tennessee, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Kelman Lazarov Inc.Aug 2016 – no end date reportedMemphis, TN
- Mutual Securities, Inc.Aug 2016 – Nov 2017Camarillo, CA
- Mutual Securities, Inc.Nov 2017 – Sep 2024Camarillo, CA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kelman Lazarov Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0115
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management (education planning, retirement planning, income distribution planning), asset management (portfolio design, investment management, performance monitoring), risk management and insurance services (life, disability, and business insurance), tax planning (income, investment, income distribution, and business tax planning), estate services (multi-generational wealth transfer, charitable and gift planning, asset protection), and employer/business services (401k, 403b, and profit sharing plans).
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Memphis, TN
- Founded:
- 1979
- SEC file number:
- 801-45185
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Kelman Lazarov Inc
11 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Joseph O'Hearn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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