Gary Therrian
Gary Therrian is a registered investment advisor at Huntington Financial Advisors, based in Marshall, MI, with 35 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37,298 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Huntington Financial Advisors offers several investment management programs, each with its own fee structure. These programs include:
- Private Wealth Consulting (PWC): Fees are tiered based on the amount invested, plus additional fees paid to Envestnet and potentially third-party managers. Minimum account size is $1,000,000.
- Representative as Portfolio Manager (RPM): Fees are tiered based on the amount invested. Your financial advisor directly manages your account. Minimum account size is $250,000.
- GPS Premier: Fees are tiered based on the amount invested. This is a separately managed account program. Minimum investment is $100,000.
- GPS Total Asset Allocation and Total Multi-Manager: Fees are tiered based on the amount invested. These are unified managed accounts. Minimum investment is $250,000.
- GPS Select: Fees are tiered based on the amount invested. Minimum investment is $50,000.
- GPS Foundations: Fees are tiered based on the amount invested. Minimum investment is $10,000.
- GPS Wrap Strategists: Fees are tiered based on the amount invested. Minimum investment is $25,000.
These fees cover portfolio management, trade execution, and custody services. Additional fees may apply for optional overlay services like tax or impact investing.
Location
Marshall Main, 115 West Drive South, Marshall, MI, 49068
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2011Other Business Activities
Gary works as a referee for high school football, basketball, and lacrosse games, earning a fee per game. He has been officiating since 1981 and dedicates about 10-20% of his time to this activity during the sports seasons.
Employment History
Current Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Infinex Investments, INC.Broker
Essex National Securities, LLCBroker
Allstate Financial Services, LLCBroker
LPL Financial CorporationBroker
Ifmg Securities, INC.Broker
Lasalle Financial Services, INC.
Independence One Brokerage Services, INC.Broker
Lasalle Financial Services, INC.Broker
Standard Brokerage Services, INC.Broker
Pruco Securities CorporationBroker
First of America Brokerage Service, INC.Broker
First of America Securities, INC.Broker
First of America Securities, INC.Broker
First of America Brokerage Service, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.