Kathleen Elrod, financial advisor Indianapolis IN
93 score

Kathleen Elrod

CRD Number: 1881303
Current Firm: The Huntington Investment Company

Kathleen Elrod (CRD# 1881303) is an Investment Advisor Representative working at The Huntington Investment Company in Indianapolis, IN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
The Huntington Investment Company Columbus, OH May 2008 - Current 8
Huntington National Bank Indianapolis, IN Sep 2007 - Current 9
Online Brokerage Services, Inc. Whitehouse, OH Aug 2005 - Sep 2007 2
Union Federal Bank Indianapolis, IN Aug 2005 - Sep 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Kathleen V. Elrod
Phone Number: 800.322.4600
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    734
    MILLIONS
  • Total Number of Accounts
    7,522
    ACCOUNTS
  • Average Account Value
    $97,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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