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Adam Lundy

THE Huntington Investment Co.

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About Adam Lundy

Adam Lundy is a registered representative with The Huntington Investment Co. in Columbus, Ohio. Adam Lundy is a securities professional with over 7 years of experience in the industry. Adam Lundy has been affiliated with The Huntington Investment Co. since 2023. Adam Lundy previously worked at U.S. Bancorp Investments, Inc. and JPMorgan Securities LLC. Adam Lundy holds a Series 7, 24, 52, 53 and 66 license. Adam Lundy has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Adam Lundy is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Lundy’s Registration & Firm History

OH

08/09/2023 - Present

THE Huntington Investment Co. (COLUMBUS OH)

OH

01/13/2022 - 08/04/2023

U.S. BANCORP INVESTMENTS, INC. (COLUMBUS OH)

OH

02/23/2017 - 01/27/2022

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

OH

03/04/2016 - 02/08/2017

J.P. MORGAN SECURITIES LLC (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 11/20/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/08/2019

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/28/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2018

Series 52 - Municipal Securities Representative Examination

BC

Issued 03/04/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Lundy.
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