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Elizabeth Anne Oconnor

THE Huntington Investment Co.

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About Elizabeth Anne Oconnor

Elizabeth Oconnor is a financial advisor with The Huntington Investment Co. Elizabeth has been in the industry for over 20 years and is registered in Colorado. Elizabeth holds Series 63, Series 66, Series 7 and SIE licenses. She is also a Certified Financial Planner. Elizabeth has been with The Huntington Investment Co. since 2022 and prior to that she was with Wells Fargo Advisors LLC. Elizabeth specializes in working with high-net-worth individuals, corporations and charitable organizations.

Firm Information

Elizabeth Oconnor is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elizabeth Oconnor’s Registration & Firm History

IL

09/23/2022 - Present

THE Huntington Investment Co. (Chicago IL)

CO

01/03/2011 - 08/11/2022

WELLS FARGO CLEARING SERVICES, LLC (DENVER CO)

CO

04/25/2002 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (DENVER CO)

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Licenses & Designations

BC

Issued 12/06/2004

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/23/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Anne Oconnor.
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