Shane Adam Kendrick
Investment adviser representative at Huntington Financial Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.9BFirm assets
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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
12 years in the industry.
- The Huntington Investment CompanyOct 2024 to now
- The Huntington National BankOct 2024 to now
- Truist Advisory Services, Inc.Feb 2021 to Oct 2024
- Truist Investment Services, Inc.Feb 2021 to Oct 2024
- Bb&t Securities, LLCJan 2018 to Feb 2021
- BbtisDec 2016 to Feb 2021
- Bb&tFeb 2014 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 5075984
- Firm CRD
- 16986