Greenville, SC 600 South Main Street Office

Team
Updated today

Client AUM

$7,782,587,086

Clients

42,153

Advisors

4

Of 428 advisors across 312 offices

Location

600 South Main Street

Greenville SC 29601

Advisors at this office

4

Advisors at this office

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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.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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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.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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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.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

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.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
View complete list of advisors at this office
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