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Kevin Long

THE Huntington Investment Co.

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About Kevin Long

Kevin Long is an Investment Advisor Representative at The Huntington Investment Co. Kevin has been in the industry since 2006. Kevin works with individual investors and businesses to help them achieve their financial goals. Kevin's specializations include Portfolio Management, Mutual Funds, Investment Advisory Services and Financial Planning.

Firm Information

Kevin Long 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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Kevin Long’s Registration & Firm History

CO

08/11/2023 - Present

THE Huntington Investment Co. (Denver CO)

CO

03/07/2014 - 07/22/2015

WELLS FARGO ADVISORS, LLC (DENVER CO)

CO

01/03/2011 - 04/26/2012

WELLS FARGO ADVISORS, LLC (DENVER CO)

CO

07/12/2006 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (DENVER CO)

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Licenses & Designations

IA

Issued 01/25/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/21/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Long.
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