Stifel | Harrington and DeLong Wealth Management Team

CONNECT

Address:

800 West Main Street, Suite 1260
Boise, ID 83702

Phone:

(208) 401-2023 (208) 401-2024

Fax/Other:

(208) 342-7947

Our Services

Our services cover all areas of financial management, from investment and retirement planning, to risk management strategies and issues surrounding estate planning strategies.

We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Residential mortgage lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks).  The financial advisors of Stifel, Nicolaus & Company, Incorporated do not offer mortgage loans, provide mortgage loan information, or accept residential mortgage loan applications.  Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp.  Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries.  Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.

Understanding the potential risks of a Stifel Pledged Asset (SPA) Line of Credit 
Speak with your Financial Advisor about your risk tolerance level, market fluctuations, and specifically the potential risks associated with a Stifel SPA Line of Credit. 

The SPA Line of Credit is a demand loan using the assets in the account as collateral. If the minimum required value of the collateral is not maintained, the account holder will be required to:  (1) post additional qualified collateral, (2) repay a portion or all of the debt, or (3) forfeit that shortfall in value of pledged assets to Stifel Bank & Trust.  If the call is not met, Stifel Bank & Trust can liquidate some or all of the assets in the SPA Loan Account.  If terms of the account are not maintained, Stifel Bank & Trust may call the loan due and payable.  Stifel Bank & Trust will attempt to communicate with you to determine the right course of action to alleviate a collateral shortfall.  Stifel Bank & Trust has the right to sell securities as needed without your consent to meet a collateral call.

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Check the background of this financial professional on FINRA's BrokerCheck