SE
CFP · ChFC
SE
CFP · ChFC

Scott Ervin

31 Years of Experience
Columbus, OH
Broker

Scott Ervin is a CFP, ChFC-designated registered investment advisor at Huntington Financial Advisors, based in Columbus, OH, with 31 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,398 clients with $7.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
425 advisors
Number of Clients
42,398 clients
Average Client Portfolio
$186K average
Assets Under Management
$7.9B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.75%
$100K - $250K1.60%
$250K - $500K1.45%
$500K - $1.0M1.25%
$1.0M - $2.0M1.10%
$2.0M - $5.0M1.00%
$5M+0.85%

Fees vary depending on the specific program selected. The schedule shown reflects the GPS Total Asset Allocation and Multi-Manager program. Other programs have different fee schedules, and fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Home Office OPS OSJ - 41 South High, 41 SOUTH HIGH STREET, 4th FLOOR, Columbus, OH, 43215

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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
The Huntington Investment Company
September 2021 - Present · 5 yrs 1 mo
The Huntington Investment CompanyBroker
September 2021 - Present · 5 yrs 1 mo
Huntington Financial Advisors
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Valmark Advisers, INC.
March 2019 - November 2020 · 1 yr 8 mos
Valmark Securities, INC.Broker
March 2019 - November 2020 · 1 yr 8 mos
Nationwide Investment Advisors, LLC
March 2016 - March 2019 · 3 yrs
Nationwide Investment Services CorporationBroker
September 2015 - March 2019 · 3 yrs 6 mos
Nationwide Securities, LLC
August 2008 - March 2016 · 7 yrs 7 mos
1717 Capital Management CompanyBroker
November 2006 - August 2008 · 1 yr 9 mos
1717 Capital Management Company
March 2006 - August 2008 · 2 yrs 5 mos
Nationwide Securities, LLCBroker
June 2004 - September 2015 · 11 yrs 3 mos
Linsco/private Ledger CORP.Broker
April 2004 - June 2004 · 2 mos
Lincoln Financial Advisors CorporationBroker
April 2000 - March 2004 · 3 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
April 2000 - March 2004 · 3 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
December 1996 - April 2000 · 3 yrs 4 mos
The Lincoln National Life Insurance CompanyBroker
December 1996 - April 2000 · 3 yrs 4 mos
Edward D. Jones & CO., L.P.Broker
August 1994 - November 1996 · 2 yrs 3 mos
State Registrations1 state
OH
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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