Melissa Holding
Investment adviser representative at Huntington Financial Advisors
28 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
28 years in the industry.
- The Huntington Investment CompanyJan 2024 to now
- Truist Advisory Services, Inc.Feb 2021 to Jan 2024
- Truist Investment Services, Inc.Feb 2021 to Jan 2024
- Suntrust BankDec 2019 to Feb 2021
- Bb&tJan 2019 to Feb 2021
- Suntrust Investment Service, IncDec 2018 to Feb 2021
- Bb&t Securities, LLCJan 2018 to Feb 2021
- Bb&t InvestmentsMar 2007 to Feb 2021
- Branch Banking and Trust Co.Jun 1998 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4621076
- Firm CRD
- 16986