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Charles Huntington

33 Years of Experience
Wayne, PA
Broker

Charles Huntington is a registered investment advisor at Wells Fargo Advisors, based in Wayne, PA, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1200 Liberty Ridge Dr, Ste 210, Wayne, PA, 19087

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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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Other Business Activities

Charles is the trustee for Huntington Kraus Financial Group 401k and has ownership stakes in Elliston Life Science Financial LLC (100%) and Huntington Kraus Financial Group LLC (41%). He also co-founded Greater Philadelphia Pharma in Transition Group, providing guidance to displaced pharmaceutical employees.

Employment History
Current Registrations
Wells Fargo Advisors
October 2021 - Present · 4 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2009 - October 2021 · 12 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2009 - October 2021 · 12 yrs 6 mos
Citigroup Global Markets INC.Broker
April 1997 - April 2009 · 12 yrs
Prudential Securities IncorporatedBroker
January 1993 - April 1997 · 4 yrs 3 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.