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Alexis Fritts
Huntington Financial Advisors
11 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement 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
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Location
Chicago, IL
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Financial
July 2017
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Huntington Financial Advisors
January 2024 - Present · 2 yrs 1 mo
The Huntington Investment Company
January 2024 - Present · 2 yrs 1 mo
The Huntington Investment Company
Broker
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
Broker
November 2019 - January 2024 · 4 yrs 2 mos
Raymond James & Associates, INC.
November 2019 - January 2024 · 4 yrs 2 mos
Wells Fargo Clearing Services, LLC
October 2017 - November 2019 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLC
Broker
September 2017 - November 2019 · 2 yrs 2 mos
J.P. Morgan Securities LLC
Broker
March 2014 - September 2017 · 3 yrs 6 mos
State Registrations
1 state
IL
Advisor
Broker
Both
Exams
No exam information available for this advisor.