Jacqueline
Cavendish

The Huntington Investment Company

CRD#4205783
Investment Advisor
in Charleston, WV

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About this Advisor

Jacqueline Cavendish is a financial advisor based out of Charleston, West Virginia who has 2 years of relevant experience. Cavendish is currently employed by The Huntington Investment Company. During their career, Cavendish has held roles at Bb&T, Bb&T Investments, Bb&T Securities, LLC, Truist Investment Services, Inc, Truist Advisory Services, Inc and The Huntington Investment Company. Cavendish holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in West Virginia. The Huntington Investment Company is an 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 handles $4 billion in assets under management across its 29,200 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 22 charitable organizations. The Huntington Investment Company offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically vary depending on which services the firm provides the client. However, fees charged by The Huntington Investment Company typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

Charleston Main Branch 500 Lee St. East
Charleston, WV 25301

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The Huntington Investment Company Brokerage Details

Total Assets Under Management

$4,300,721,252

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

432

WV Average: 34
Total Number of Accounts

29,200

WV Average: 1,972
Average Account Size

$147,285

WV 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

Jacqueline Cavendish Work History

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

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2021 - Present (3 years)

The Huntington Investment Company

2019 - 2021 (2 years)

Bb&T

2018 - 2021 (3 years)

Bb&T Securities, LLC

2012 - 2019 (7 years)

Bb&T

2012 - 2021 (9 years)

Bb&T Investments

*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 Jacqueline Cavendish 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

Stephen Garrett
Columbus, OH
Heather Katzenmeyer
Columbus, OH
Marleena Grago
Columbus, OH
Christopher Walker
Brighton, MI
Micah Binegar
Washington Court House, OH
Scott Wertz
Melrose Park, IL
Zarak Carter
Columbus, OH
Ryan Greenhill
Northfield, 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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