Daniel MellCRD Number: 4506286
Current Firm: The Huntington Investment Company
Daniel Mell (CRD# 4506286) is an Investment Advisor Representative working at The Huntington Investment Company in Toledo, OH and has over 15 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|The Huntington Investment Company||Toledo, OH||May 2016 - Current||1|
|Pnc Investments||Toledo, OH||Apr 2011 - May 2016||5|
|The Huntington Investment Company||Columbus, OH||Jan 2006 - Apr 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management734MILLIONS
Total Number of Accounts7,522ACCOUNTS
Average Account Value$97,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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