Elizabeth Anne Oconnor
Investment adviser representative at Huntington Financial Advisors
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- The Huntington Investment CompanySep 2022 to now
- The Huntington National BankAug 2022 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2022
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CO).
Huntington Financial Advisors
Legal name: The Huntington Investment Company
$7.9BAssets managed
42,398Clients
427Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4520493
- Firm CRD
- 16986