Kimberly LilienthalCRD Number: 4480542
Current Firm: The Huntington Investment Company
Kimberly Lilienthal (CRD# 4480542) is an Investment Advisor Representative working at The Huntington Investment Company in Monroe, MI and has over 15 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Raymond James Financial Services Advisors, Inc.
|The Huntington Investment Company||Columbus, OH||Dec 2015 - Current||1|
|Unemployed||Toledo, OH||Nov 2015 - Dec 2015||< 1|
|Fifth Third Securities||Toledo, OH||Jul 2015 - Nov 2015||< 1|
|Cco Investment Services Corp.||Toledo, OH||Mar 2002 - Jun 2015||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2016|
Total Assets Under Management734MILLIONS
Total Number of Accounts7,522ACCOUNTS
Average Account Value$97,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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