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James Kelvin Stroupe

Investment adviser representative at Huntington Financial Advisors
11 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

11 years in the industry.

  1. The Huntington Investment CompanyJul 2025 to now
  2. The Huntington National BankApr 2025 to now
  3. Truist Investment Services, Inc.Oct 2020 to Apr 2025
  4. Suntrust BankDec 2019 to Feb 2021
  5. Suntrust Investment Services, IncDec 2019 to Feb 2021
  6. Bb&t BankJul 2015 to Oct 2020
  7. Bb&t Investment Services, Inc.Jul 2015 to Jan 2018

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (NC).

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
4897438
Firm CRD
16986
Advisor's SEC record (opens in a new tab)
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