Adam
Lundy
The Huntington Investment Company
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About this Advisor
Adam Lundy is a financial advisor based in Columbus, Ohio, working with The Huntington Investment Company. Adam has previously held positions at Jpmorgan Securities LLC, Columbus Distributing Company, Columbus Distributing Beverage, The Huntington Investment Company, and U.S. Bancorp Investments, Inc. Adam has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Adam is part of The Huntington Investment Company, which operates out of Columbus, Ohio. 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
Services Offered
Fee Structure
Office Location
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The Huntington Investment Company Brokerage Details
$5,196,750,113
483
32,956
$157,688
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Adam Lundy Work History
The Huntington Investment Company
U.S. Bancorp Investments, Inc
The Huntington Investment Company
The Huntington Investment Company
Jpmorgan Securities LLC
Columbus Distributing Company
Columbus Distributing Beverage
Disclosures
Please visit the SEC profile of Adam Lundy 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
Lambertville, MI
Grand Rapids, MI
Columbus, OH
Twinsburg, OH
Cadiz, OH
Grove City, OH
Akron, OH
Battle Creek, MI
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