Virginia Ann Copley
Investment adviser representative at Huntington Financial Advisors
14 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
14 years in the industry.
- The Huntington Investment CompanyOct 2024 to now
- The Huntington National BankOct 2024 to now
- TIAAMay 2024 to Oct 2024
- TIAA-CREF Individual & Institutional Services, LLCMay 2024 to Oct 2024
- Yellow Cardinal Brokerage ServicesSep 2023 to Apr 2024
- Raymond James Financial Services Advisors, Inc.Sep 2023 to Mar 2024
- Raymond James Financial Services, Inc.Sep 2023 to Mar 2024
- First Financial BankJan 2022 to Apr 2024
- Yellow Cardinal Advisory GroupJan 2022 to Apr 2024
- Truist Advisory Services, Inc.Dec 2020 to Oct 2021
- Suntrust BankDec 2019 to Jan 2022
- Suntrust Investment Services, Inc.Dec 2019 to Jan 2022
- Truist Investment Services, Inc.Dec 2019 to Dec 2021
- Bb&t Securities, LLCJan 2018 to Feb 2021
- Bb&tJul 2010 to Jan 2022
- Bb&t Investment Services, Inc.Jul 2010 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
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
- 5317945
- Firm CRD
- 16986