Chanda Weston (CRD# 4585610) is an Investment Advisor Representative working at Huntington Financial Advisors in Greenwood, IN and has over 21 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 |
---|---|---|---|
The Huntington Investment Company | Columbus, OH | Feb 2024 - Current | < 1 |
The Huntington National Bank | Greenwood, IN | Feb 2024 - Current | < 1 |
The Huntington Investment Company | Columbus, OH | Oct 2023 - Feb 2024 | < 1 |
The Huntington National Bank | Greenwood, IN | Oct 2023 - Feb 2024 | < 1 |
Huntington National Bank | Greenwood, IN | Jun 2021 - Sep 2023 | 2 |
The Huntington Investment Company | Columbus, OH | Jun 2021 - Sep 2023 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis, IN | Jan 2020 - Jun 2021 | 1 |
Bank Of America, N.a. | Indianapolis, IN | Jan 2020 - Jun 2021 | 1 |
Pnc Investments | Pittsburgh, PA | Mar 2017 - Dec 2019 | 2 |
Pnc Investments | Indianapolis, IN | Nov 2009 - Mar 2017 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2002 |
S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- IN
-
Total Assets Under Management5,197MILLIONS
-
Total Number of Accounts32,956ACCOUNTS
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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)
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