Adam Aldrich

Role: Lpl Financial at Huntington Financial Advisors
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Adam Aldrich

Financial Services professional helping Advisors transition to LPL…

Experience

Lpl Financial
Huntington Financial Advisors
Present

Skills

Retirement
Separately Managed Accounts
Strategic Financial Planning
Investment Advisory
401k Rollovers
Wealth Management
Investments
Estate Planning
Mutual Funds
Alternative Investments
Series 7
Asset Allocation
Wealth Management Services
Series 63
Retirement Planning
Investment Strategies
401k
Series 65
Financial Advisory
Etfs
Relationship Management
Investment Management
Municipal Bonds
Equities
Pensions
Fixed Annuities
Securities
Iras
Finance

Contact information

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Work email
•••••@huntington.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Huntington National Bank

Banking · 21K employees · Columbus, Ohio, United States

Welcome to Huntington. Huntington Bancshares Incorporated is a $285 billion asset regional bank holding company headquartered in Columbus, Ohio. Founded in 1866, The Huntington National Bank and its affiliates provide consumers, small and middle‐market businesses, corporations, municipalities, and other organizations with a comprehensive suite of banking, payments, wealth management, and risk management products and services. Huntington operates over 1,400 branches in 21 states, with certain businesses operating in extended geographies. Visit Huntington.com for more information. We are committed to doing the right thing for our customers, colleagues, and communities. Our “Welcome” philosophy means they are at the center of everything we do. Here’s how we look out for people: • We aim to make banking easier for our customers. Our comprehensive suite of innovative banking tools and products is specifically designed to strengthen the financial health of those we serve. • Our internal culture is built around making things great—rather than just good enough—and to be the best place our colleagues will ever work. We offer a flexible work environment with opportunities for growth, and we’ll provide all the resources needed to create a lasting and rewarding career path. • Our $40 billion Community Plan, environmental sustainability strategy, and robust small-business lending program are just a few of the ways we are helping to improve the economic vitality of the areas where we live and work. Explore Huntington Career opportunities at https://huntington-careers.com. Huntington is an Equal Opportunity Employer. The Huntington National Bank, Member FDIC. The logo mark and Huntington® are federally registered service marks of Huntington Bancshares Incorporated. Huntington Social Media Community Guidelines & Terms: http://bit.ly/HuntingtonSocialMedia

huntington.com

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About Adam Aldrich

Experience

Lpl Financial

Skills

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