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Mark Adam Wakeland

THE Huntington Investment Co.

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About Mark Adam Wakeland

Mark Wakeland is a financial advisor with The Huntington Investment Co., and has been in the industry for over 10 years. Mark holds the Series 7, 63, and 65 licenses, as well as the SIE designation. Mark has previously worked with WESBANCO SECURITIES, INC., PNC INVESTMENTS, J.P. MORGAN SECURITIES LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Mark specializes in portfolio management for businesses and individuals.

Firm Information

Mark Wakeland 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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Mark Wakeland’s Registration & Firm History

OH

07/15/2020 - Present

THE Huntington Investment Co. (Powell OH)

OH

08/02/2019 - 06/12/2020

WESBANCO SECURITIES, INC. (Columbus OH)

OH

02/08/2017 - 06/07/2019

PNC INVESTMENTS (COLUMBUS OH)

CA

03/02/2016 - 01/31/2017

J.P. MORGAN SECURITIES LLC (SOLANA BEACH CA)

OH

02/01/2013 - 11/19/2015

PNC INVESTMENTS (POWELL OH)

OH

05/03/2012 - 01/07/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)

UT

12/24/2009 - 04/26/2012

MORGAN STANLEY SMITH BARNEY (SOUTH JORDAN UT)

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Licenses & Designations

IA

Issued 02/24/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Adam Wakeland.
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