Dorian
Holmes

The Huntington Investment Company

CRD#5923368
Investment Advisor
in Willowbrook, IL

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About this Advisor

Dorian Holmes is a certified financial planner who works in Willowbrook, Illinois, with a total of 2 years of industry experience. Holmes is an employee of The Huntington Investment Company. Throughout their career, they have worked at Mutual Of Omaha, Valic Financial Advisors, Inc, Axa Advisors, LLC, Pnc Investments, Scottrade, Ally Invest Securities LLC, Morgan Stanley Smith Barney LLC, Fidelity Investments and The Huntington Investment Company. Holmes maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois. The Huntington Investment Company is a financial advisory firm that has its headquarters in Columbus, OH. The investment advisory business has offices in 766 locations and a total of 432 financial advisors. It has $4 billion in total assets across its 29,200 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 22 charities and foundations. The Huntington Investment Company offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely vary depending on the type of services offered. However, fee types billed by The Huntington Investment Company typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Willowbrook 715 Plainfield Rd
Willowbrook, IL 60527

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The Huntington Investment Company Brokerage Details

Total Assets Under Management

$4,300,721,252

IL Average: $2,106,341,625
Total Number of Employees

432

IL Average: 34
Total Number of Accounts

29,200

IL Average: 1,972
Average Account Size

$147,285

IL Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Dorian Holmes Work History

Dorian has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

The Huntington Investment Company

2021 - 2021 (< 1 year)

Fidelity Investments

2019 - 2021 (2 years)

Morgan Stanley Smith Barney LLC

2018 - 2019 (1 year)

Ally Invest Securities LLC

2017 - 2018 (1 year)

Axa Advisors, LLC

2016 - 2017 (1 year)

Scottrade

2015 - 2015 (< 1 year)

Valic Financial Advisors, Inc

2015 - 2016 (1 year)

Pnc Investments

2014 - 2014 (< 1 year)

Axa Advisors, LLC

2013 - 2013 (< 1 year)

Mutual Of Omaha

2013 - 2014 (1 year)

Valic Financial Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dorian Holmes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Huntington Financial Advisors

Eric Devine
Hartville, OH
Dorian Holmes
Willowbrook, IL
Christopher Walker
Brighton, MI
Eric Smith
Jenison, MI
Kelly Mathews
Westerville, OH
Scott Wertz
Melrose Park, IL
Zarak Carter
Columbus, OH
Marleena Grago
Columbus, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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