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Allison Marie Morris

THE Huntington Investment Co.

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About Allison Marie Morris

Allison Marie Morris is a financial advisor who is registered with the Securities and Exchange Commission (SEC) and FINRA. Allison has been working in the financial services industry for over 8 years. Allison currently works for THE Huntington Investment Co. in Oscoda, MI. Allison is a registered investment advisor and a registered representative. Allison specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. Allison's firm provides investment management services for individuals, businesses, and investment companies. They also offer financial planning, selection of other advisors, and portfolio management for businesses.

Firm Information

Allison Morris 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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Allison Morris’s Registration & Firm History

MI

08/25/2020 - Present

THE Huntington Investment Co. (Oscoda MI)

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Licenses & Designations

IA

Issued 08/20/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2022

Series 24 - General Securities Principal Examination

BC

Issued 05/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allison Marie Morris.
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