Joseph
Marshall

The Huntington Investment Company

CRD#6928574
Investment Advisor
in New Albany, OH

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About this Advisor

Joseph Marshall is a financial advisor who works in New Albany, Ohio with 3 years of relevant experience. Marshall is an advisor for The Huntington Investment Company. During their career, Marshall has held roles at Fifth Third Bank, Good Foods Hospitality, Rmh Enterprises, The Old Bag Of Nails, Superior Federal Credit Union, Fifth Third Securities, The Huntington National Bank and The Huntington Investment Company. Marshall holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Ohio. The Huntington Investment Company is a financial advisory business headquartered in Columbus, OH. It has offices in 766 locations and a total of 432 people on staff. It handles $4 billion in assets across its 29,200 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 22 charities and foundations. The business 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 advice typically vary depending on which services the firm provides the client. Fees charged by The Huntington Investment Company typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

New Albany Central College Office 5550 New Albany Road East
New Albany, OH 43054

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The Huntington Investment Company Brokerage Details

Total Assets Under Management

$4,300,721,252

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

432

OH Average: 34
Total Number of Accounts

29,200

OH Average: 1,972
Average Account Size

$147,285

OH 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

Joseph Marshall Work History

Joseph has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

The Huntington Investment Company

2021 - Present (3 years)

The Huntington National Bank

2020 - 2021 (1 year)

The Huntington National Bank

2020 - 2021 (1 year)

The Huntington Investment Company

2018 - 2020 (2 years)

Fifth Third Securities

2016 - 2020 (4 years)

Fifth Third Bank

2016 - 2016 (< 1 year)

Good Foods Hospitality

2015 - 2016 (1 year)

Rmh Enterprises

2014 - 2015 (1 year)

The Old Bag Of Nails

2012 - 2014 (2 years)

Superior Federal Credit Union

*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 Joseph Marshall 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

Larry Weber
Cincinnati, OH
Joshua Stros
New Baltimore, MI
Kelly Mathews
Westerville, OH
Dorian Holmes
Willowbrook, IL
Michael Krupa
Akron, OH
Scott Wertz
Melrose Park, IL
Eric Smith
Jenison, MI
Eric Devine
Hartville, 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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