AL
CFP

Adam Edward Laberda

11 Years of Experience

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

Oak Park Heights, 5850 Neal Ave N, Oak Park Heights, MN, 55082

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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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Other Business Activities

Adam works as a carpet cleaner for Life In Place LLC. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Huntington Financial Advisors
October 2022 - Present · 3 yrs 3 mos
The Huntington Investment Company Broker
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2020 - October 2022 · 2 yrs 6 mos
Cetera Advisor Networks LLCBroker
September 2019 - October 2022 · 3 yrs 1 mo
Allianz Life Financial Services, LLCBroker
January 2014 - September 2019 · 5 yrs 8 mos
State Registrations5 states
FLMNTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.