Zachary Miller, financial advisor Lima OH
89 score

Zachary Miller

CRD Number: 5417879
Current Firm: The Huntington Investment Company

Zachary Miller (CRD# 5417879) is an Investment Advisor Representative working at The Huntington Investment Company in Lima, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Huntington Investment Company Columbus, OH Jul 2009 - Current 7
Huntington National Bank Lima, OH May 2009 - Apr 2010 < 1
Unemployed Columbus, OH Nov 2008 - May 2009 < 1
Softchoice Corp Columbus, OH Feb 2008 - Nov 2008 < 1
The Huntington Investment Company Columbus, OH Sep 2007 - Feb 2008 < 1
Huntington National Bank Columbus, OH Apr 2006 - Feb 2008 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Zachary D. Miller
Phone Number: 800.322.4600
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    734
    MILLIONS
  • Total Number of Accounts
    7,522
    ACCOUNTS
  • Average Account Value
    $97,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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