Rajwinder Kaur
Investment adviser representative at Huntington Financial Advisors
15 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
15 years in the industry.
- The Huntington Investment CompanyNov 2025 to now
- The Huntington National BankNov 2025 to now
- UnemployedAug 2024 to Oct 2025
- Principal Advised ServicesJul 2024 to Aug 2024
- Principal Life Insurance CompanyFeb 2021 to Aug 2024
- Principal Securities IncFeb 2021 to Aug 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2021
- Wells Fargo Advisors, LLCJun 2014 to Nov 2016
- Wells Fargo Bank NAJun 2011 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
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
- 6361208
- Firm CRD
- 16986