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Cary Lee Beach

THE Huntington Investment Co.

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About Cary Lee Beach

Cary Beach is a financial advisor who has been in the industry since 2002. Cary Beach has a Series 63, Series 65, Series 7, and Series 24 license and has worked for LPL Financial LLC, PNC INVESTMENTS, CCO INVESTMENT SERVICES CORP., Dreyfus Investment Services Company, LLC, and The Huntington Investment Co. Cary Beach has a specialty in portfolio management for individuals and businesses, and in the selection of other advisors. Currently, Cary Beach is registered with The Huntington Investment Co. in Ohio.

Firm Information

Cary Beach 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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Cary Beach’s Registration & Firm History

OH

10/04/2013 - Present

THE Huntington Investment Co. (COLUMBUS OH)

NC

03/16/2012 - 07/10/2013

LPL FINANCIAL LLC (CHARLOTTE NC)

PA

02/17/2005 - 02/02/2012

PNC INVESTMENTS (PITTSBURGH PA)

RI

09/09/2002 - 02/17/2005

CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)

PA

09/13/2001 - 06/12/2002

DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 08/25/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 01/25/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cary Lee Beach.
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