TrueAdvisor
TrueAdvisor
AF
AF

Adam Michael Falardeau

Huntington Financial Advisors
10 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Huntington Financial Advisors
Compensation
Fee-Only (AUM)
Firm Size
419 advisors
Number of Clients
37,298 clients
Average Client Portfolio
$170K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Minimum Annual Fee:$1,500

Location

Bowling Green Main, 222 S Main St, Bowling Green, OH, 43402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Huntington Financial Advisors
May 2017 - Present · 8 yrs 9 mos
The Huntington Investment CompanyBroker
May 2015 - Present · 10 yrs 9 mos
State Registrations3 states
FLMIOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.