Zachary Ashby (CRD# 6671632) is an Investment Advisor Representative working at Huntington Financial Advisors in Avon, IN and has over 7 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Huntington National Bank | Avon, OH | Jan 2022 - Current | 2 |
| Huntington Investment Company | Columbus, OH | Jan 2022 - Current | 2 |
| Huntington National Bank | Avon, IN | Aug 2021 - Jan 2022 | < 1 |
| Huntington Investment Company | Columbus, OH | Aug 2021 - Jan 2022 | < 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 |
| 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
-
Total Assets Under Management5,197MILLIONS
-
Total Number of Accounts32,956ACCOUNTS
-
Average Account Value$157,688
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.