Adam Lundy

Huntington Financial Advisors

9 Years of Experience

Broker

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

Home Office Osj - Easton, 7 Easton Oval, Columbus, OH, 43219

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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.

Other Business Activities

Adam owns Agent Lundy Cards, a retail business selling trading cards through live streams. This activity takes about a quarter of his time and is not investment-related.