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Mark Adam Wakeland

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.

  1. The Huntington Investment CompanyJul 2020 to now
  2. Wesbanco Securities IncJul 2019 to Jun 2020
  3. UnemployedMay 2019 to Jul 2019
  4. PNC Investments, LLCJan 2017 to May 2019
  5. JP Morgan Chase BankFeb 2016 to Jan 2017
  6. JP Morgan Securities LLCFeb 2016 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2011

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
5284014
Firm CRD
16986
Advisor's SEC record (opens in a new tab)
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