Zachary AshbyCRD Number: 6671632
Current Firm: Huntington Financial Advisors
Zachary Ashby (CRD# 6671632) is an Investment Advisor Representative working at Huntington Financial Advisors in Avon, IN and has over 5 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Huntington National Bank||Avon, IN||Aug 2021 - Current||< 1|
|Huntington Investment Company||Columbus, OH||Aug 2021 - Current||< 1|
|J.p. Morgan Securities, LLC||Mooresville, IN||Feb 2019 - Aug 2021||2|
|Jpmorgan Chase Bank, N.a.||Mooresville, IN||Feb 2019 - Aug 2021||2|
|Pro Solutions LLC||Hollywood, FL||Apr 2021 - May 2021||< 1|
|Fifth Third Securities, Inc.||Indianapolis, IN||May 2016 - Feb 2019||2|
|Fifth Third Bank||Indianapolis, IN||Jun 2014 - Feb 2019||4|
|Ray Skillman||Indianapolis, IN||Apr 2012 - May 2014||2|
|Tek Systems||Indianapolis, IN||Jan 2012 - Mar 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2018|
|S63||Uniform Securities State Law Examination||Jul 2016|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management3,560MILLIONS
Total Number of Accounts20,521ACCOUNTS
Average Account Value$173,485
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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