Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Allison M
Series 63, Series 65
Greenville, SC
The huntington Investment company
Allison Morris is a financial advisor at The Huntington Investment Company with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Huntington National Bank and The Huntington Investment Company since 2015. Outside of her advisory role, Allison is actively engaged as an artist, creating charcoal, ink, and acrylic abstract paintings. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers with proprietary Private Bank portfolios.
Rajwinder K
Series 65, Series 63
Greenville, SC
The huntington Investment company
Rajwinder Kaur is a financial advisor at The Huntington Investment Company with 10 years of industry experience. She holds the Series 65 and Series 63 designations. Her prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, and Wells Fargo Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and proprietary strategies, offering various wrap-fee programs through the Envestnet MAS platform.
James F
Series 65, Series 63
Greenville, SC
The huntington Investment company
James Foster is a financial advisor at The Huntington Investment Company in Greenville, SC, with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Ameriprise Financial Services, Truist Advisory Services, TD Bank, and Wells Fargo. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers and proprietary Private Bank portfolios.
Shane K
CFP®, Series 65, Series 63
Greenville, SC
The huntington Investment company
Shane Kendrick is a CFP® professional with 17 years of industry experience, currently with The Huntington Investment Company. His prior roles include positions at Truist Advisory Services and BB&T. He serves as treasurer and board member for Safe Harbor, Inc. and is a board member at YMCA Camp Greenville. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm offers multiple wrap-fee programs through an open-architecture model combining third-party sub-managers and proprietary Private Bank strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters