Willard Story (CRD# 2704800) is an Investment Advisor Representative working at Huntington Financial Advisors in Rocky River, OH and has over 28 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington National Bank | Columbus, OH | Feb 2020 - Current | 4 |
| The Huntington Investment Company | Columbus, OH | Feb 2020 - Current | 4 |
| The Huntington National Bank | Columbus, OH | Jan 2019 - Feb 2020 | 1 |
| The Huntington Investment Company | Columbus, OH | Jan 2019 - Feb 2020 | 1 |
| Ubs Financial Services Inc. | Cleveland, OH | Feb 2007 - Dec 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1996 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2001 |
- OH
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Total Assets Under Management5,197MILLIONS
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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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