Mark
Wakeland

The Huntington Investment Company

CRD#5284014
Investment Advisor
in Powell, OH

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About this Advisor

Mark Wakeland is a financial advisor based in Powell, Ohio, working with The Huntington Investment Company. Mark has previously held positions at Pnc Investments, Jp Morgan Securities LLC, Jp Morgan Chase Bank, Pnc Investments, LLC, Wesbanco Securities Inc, and The Huntington Investment Company. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Mark is part of The Huntington Investment Company, which operates out of Powell, 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

Series 63, Series 65

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

Powell And Sawmill Branch 4072 W Powell Road
Powell, OH 43065

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The Huntington Investment Company Brokerage Details

Total Assets Under Management

$5,196,750,113

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

483

OH Average: 34
Total Number of Accounts

32,956

OH Average: 1,972
Average Account Size

$157,688

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

Mark Wakeland Work History

2020 - Present (4 years)

The Huntington Investment Company

2019 - 2020 (1 year)

Wesbanco Securities Inc

2017 - 2019 (2 years)

Pnc Investments, LLC

2016 - 2017 (1 year)

Jp Morgan Securities LLC

2016 - 2017 (1 year)

Jp Morgan Chase Bank

2013 - 2015 (2 years)

Pnc Investments

Disclosures

Please visit the SEC profile of Mark Wakeland 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

Roger Ruz
Columbus, OH
Gabrielle White
Chardon, OH
Stephen Cotero
Brighton, MI
Heather Johancen
Twinsburg, OH
Zachary Smith
Cadiz, OH
Callie Jacobs
Grove City, 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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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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