linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Robert Marshall

THE Huntington Investment Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Robert Marshall

Joseph Marshall is a registered representative of The Huntington Investment Co. in New Albany, Ohio, and has been in the securities industry since April 2018. Joseph holds Series 6, 7TO, 63, and 65 licenses, and is a registered investment advisor representative in Ohio. Joseph previously worked at Fifth Third Securities, Inc. and specializes in providing financial advice to individuals and businesses. Joseph Marshall and The Huntington Investment Co. do not provide market timing services, publication of periodicals, or portfolio management for investment companies or pooled investment vehicles.

Firm Information

Joseph Marshall 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Marshall’s Registration & Firm History

OH

08/31/2020 - Present

THE Huntington Investment Co. (NEW ALBANY OH)

OH

03/26/2018 - 08/07/2020

FIFTH THIRD SECURITIES, INC. (POWELL OH)

Not sure if Joseph Robert Marshall is right for you?

Licenses & Designations

IA

Issued 03/22/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Robert Marshall.
Not sure if Joseph Robert Marshall is right for you?