Marcus Burns
Investment adviser representative at Huntington Financial Advisors
10 yearsExperience
1 stateRegistered in
$7.9BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- The Huntington Investment CompanyFeb 2026 to now
- BMO Harris BankApr 2022 to Feb 2026
- LPL Financial LLCApr 2022 to Feb 2026
- UnemployedAug 2021 to Apr 2022
- PNC InvestmentsDec 2019 to Jul 2021
- UnemployedJul 2019 to Dec 2019
- Key Investment ServicesJun 2018 to Jul 2019
- KeybankJun 2018 to Jul 2019
- Bank of America, N.A.Apr 2017 to May 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IN).
Huntington Financial Advisors
Legal name: The Huntington Investment Company
$7.9BAssets managed
42,398Clients
427Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2988673
- Firm CRD
- 16986