Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
419 advisors
Number of Clients
37,298 clients
Average Client Portfolio
$170K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Minimum Annual Fee:$1,500

Huntington Financial Advisors offers various wrap fee programs with fees based on a percentage of your assets under management. The specific percentage varies depending on the program you choose (PWC, RPM, GPS Premier, GPS Total, GPS Select, GPS Foundations, GPS Wrap Strategists) and the amount of assets in your account. Each program has its own fee schedule. Some programs also have additional manager fees. Minimum investment amounts vary by program, ranging from $10,000 to $1,000,000.

Areas of Practice
Investment Management
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Advisor Information

Office location

5555 Cleveland Ave, Columbus, OH, 43231

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Huntington Financial Advisors
September 2019 - Present · 6 yrs 4 mos
The Huntington Investment Company Broker
September 2019 - Present · 6 yrs 4 mos
The Huntington Investment Company
September 2019 - Present · 6 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - September 2019 · 6 yrs 11 mos
J.P. Morgan Securities LLC Broker
October 2012 - September 2019 · 6 yrs 11 mos
Chase Investment Services CORP.Broker
July 2012 - October 2012 · 3 mos
Chase Investment Services CORP.
July 2012 - October 2012 · 3 mos
Morgan Stanley Smith Barney Broker
March 2010 - July 2012 · 2 yrs 4 mos
Morgan Stanley Smith Barney LLC
March 2010 - July 2012 · 2 yrs 4 mos
U.S. Bancorp Investments, INC.
September 2008 - January 2010 · 1 yr 4 mos
U.S. Bancorp Investments, INC. Broker
September 2008 - January 2010 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2007 - September 2008 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
January 2007 - September 2008 · 1 yr 8 mos
State Registrations2 states
MAOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.