Billy
Curl

The Huntington Investment Company

CRD#6868560
Investment Advisor
in Indianapolis, IN

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About this Advisor

Billy Curl is a financial advisor based in Indianapolis, Indiana, working with The Huntington Investment Company. Billy has previously held positions at Edward Jones, Enterprise Rent-A-Car, Johnson & Wales University Athletics, Pruco Securities, LLC, The Prudential Insurance Company Of America, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Michele Curl Financial, Fidelity Investments, and The Huntington Investment Company. Billy has passed the Series 66 regulatory exam and is registered to provide services in Indiana, Ohio, and Texas. Currently, Billy is part of The Huntington Investment Company, which operates out of Indianapolis, Indiana. The firm has 766 offices and 483 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at The Huntington Investment Company includes asset-based fees.

Certifications and Registrations

Series 66

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

East Washington Office 10531 East Washington Street
Indianapolis, IN 46229

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The Huntington Investment Company Brokerage Details

Total Assets Under Management

$5,196,750,113

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

483

IN Average: 34
Total Number of Accounts

32,956

IN Average: 1,972
Average Account Size

$157,688

IN 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

Billy Curl Work History

2023 - Present (1 year)

The Huntington Investment Company

2020 - 2020 (< 1 year)

Michele Curl Financial

2020 - 2023 (3 years)

Fidelity Investments

2019 - 2020 (1 year)

Mutual Of Omaha Investor Services

2019 - 2020 (1 year)

Mutual Of Omaha Insurance Company

2018 - 2019 (1 year)

Pruco Securities, LLC

2018 - 2019 (1 year)

The Prudential Insurance Company Of America

2017 - 2018 (1 year)

Edward Jones

2016 - 2017 (1 year)

Enterprise Rent-A-Car

2012 - 2016 (4 years)

Johnson & Wales University Athletics

Disclosures

Please visit the SEC profile of Billy Curl 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

Jason Goldsmith
Dublin, OH
Roger Ruz
Columbus, OH
Stephen Cotero
Brighton, MI
Heather Johancen
Twinsburg, OH
Zachary Smith
Cadiz, OH
Bailey Carani
Navarre, OH
Timothy Ferree
Akron, OH
Whitney Doubleday
Battle Creek, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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