Elizabeth
Oconnor
The Huntington Investment Company
Answer a few questions and
get matched with an advisor.
About this Advisor
Elizabeth Oconnor is a certified financial planner working in Chicago, Illinois who has 1 year of relevant experience. Oconnor is an advisor for The Huntington Investment Company. During their career, Oconnor has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, The Huntington Investment Company and The Huntington National Bank. Oconnor has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to work in Colorado. The Huntington Investment Company is an advisory firm that has its headquarters in Columbus, OH. It has offices in 766 locations and a total of 432 people on staff. It administers $4 billion in total assets across its 29,200 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 22 charities and foundations. The company has a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely vary depending on the financial services. However, fee types billed by The Huntington Investment Company typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
The Huntington Investment Company Brokerage Details
$4,300,721,252
432
29,200
$147,285
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Elizabeth Oconnor Work History
Elizabeth has been registered as a financial advisor for 1 years.*
The Huntington Investment Company
The Huntington National Bank
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Oconnor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Huntington Financial Advisors
Cincinnati, OH
New Baltimore, MI
Jenison, MI
Columbus, OH
Akron, OH
Melrose Park, IL
Northfield, OH
Brighton, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
