In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. (248) 253-9000 Working together, we help you serve the financial needs of clients across 53 states (or territories). As a Certified B Corporation, our focus is simple: people before profits. ET. Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. That said, the firm, as an SEC-registered investment advisor, must uphold itsfiduciary duty to act in the best interest of its clients - or face legal consequences. When operating in this dual capacity, advisors may be incentivized to implement plans as an attorney that could drive higher revenue for themselves as investment advisors. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Loan Payment Assistance Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select and is registered to serve investors in New Jersey. This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Our partners compensate us through paid advertising. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. While this can be seen as "eating your own cooking," there are conflicts that may arise. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. Sun, CLOSED, Business Credit Cards Huntington Financial Advisors Firm's CRD Number: 16986 37 West Broad Street, Columbus, OH 43215 By the Numbers Total Assets Under Management 4,767 MILLIONS Total Number of Accounts 26,788 ACCOUNTS Average Account Value $177,948 Compensation Options A percentage of assets under your management Advisory Services Offered 24/7 Daily, Commercial Credit Cards Yes or This could also limit the number and diversity of investment options available and may impact their transferability. Ask candidates about their formal training. 5555 Cleveland Ave Portfolios may invest in a variety of securities, including: Fees depend on the investment products recommended by the advisor, so they can vary widely from client to client. 2023 Huntington Bancshares Incorporated. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. matches you withup to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. What does this mean and why is it important? Loan Payoff Address What does this mean? Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. From understanding the different financial service offerings to verifying credentials and understanding the compensation; learn how to find a financial advisor you can trust with your money. Description. For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. tips_and_updates Financial Advisor Education. Huntington Financial Advisors offers portfolio management for individuals and/or small businesses, portfolio management for businesses, selection of other advisers and also performs business activities as broker-dealer, insurance broker or agent. Remember to check your email for a link to download our free guide, Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. (CRD# 16986) is a financial advisory firm headquartered in Is your firm a broker-dealer or are you affiliated with one? ET Online Trust Support for Portfolio Today Huntington has a long history in the capital city, Columbus, and we're committed to giving back to the community by focusing on affordable housing and financial literacy, and supporting the missions of a variety of nonprofit organizations. Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers Estimate your For exact fee information, please contact the advisor directly for a detailed list of fees. Questions to ask What does this mean and why is it important? First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. What does this mean and why is this important? We're here for you online, by phone, or in a branch. of experience in the finance industry. Working with an adviser may come with potential downsides such as payment of fees The investment advisory business has offices in 409 locations . Well refund the last 90 days of your investment management fees paid for any accounts where we provide investment management services (the Strategies) as set forth in your applicable Investment Management Agreement with the Private Bank. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. What does this mean? Posted: December 30, 2022. platform based on information gathered from users through our online questionnaire. We'll refund the last 90 days of your Investment Management fees paid for any account where we provide investment management services (the "Strategies") as set forth in your applicable Investment Management Agreement with Huntington Private Bank. The SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. help After your visit, would you be willing to provide some quick feedback? of experience in the finance industry. Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 advisors. Answer: Private Banking See you back here soon! What does this mean and why is this important? We will be transparent about the fees we charge. Similar Advisors. Huntington Financial Advisors offers portfolio management for individuals and/or small businesses, portfolio management for businesses, selection of other advisers and also performs business activities as broker-dealer, insurance broker or agent. Answer: Huntington is committed to validating the request and crediting the fees within 45 days of initial notification by you. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at Every client is different. SmartAssets Tips, tools and how to's to helpwith your financial goals. What does this mean? Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. of experience in the finance industry. answer any questions you may have. Firm can legally elect to accept commissions for their investment advisory services. Well work to earn your trust through transparency. Our team of Private Bank professionals is here to help with your wealth management needs. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more. 301, Dover, Ohio 44622, Arrowhead Park 597 W. Dussel Dr. Maumee, Ohio, Dublin Wealth Advisors 6755 Avery-muirfield Drive, Dublin, Ohio 43016, Capitol Square 17 South High Street, Columbus, Ohio 43215. Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. While timing is essential to investing, smart investments at any age can be effective. So you can feel confident going forward. Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. M F, 8:00 a.m. - 9:00 p.m.ET The interactive version of this map is only available on Desktop devices. Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). Is your firm affiliated with a law firm in any capacity? SEC.gov Investment, Insurance and Non-deposit Trust products are: NOT A DEPOSIT NOT FDIC INSURED NOT GUARANTEED BY THE BANK NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY MAY LOSE VALUE. Columbus OH 43210. Get matched with an advisor today. ET, Huntington Trust Will anyone that was involved be involved with my accounts in any capacity? Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. Do You Know About the Spousal Social Security Benefit? Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at over 15 years Welcome to Huntington Financial Corporation! Most Reputable Financial Advisors for Seniors, Senior Investments: The Best Investments for Retirement, Top 11 Questions to Ask a Financial Advisor Before Hiring. Get matched with an advisor today. This is not an offer to buy or sell any security or interest. Our Financial Advisors partner . Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. The firm's website is not secure by modern internet standards. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. Your Company Administrator is the only individual able to reset your password. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. We want you to have a great experience while you're here. All investing involves risk, including loss of principal. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any users account by an Adviser or provide advice regarding specific investments. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. With our trusted network of advisors, well connect you with up to three established planners in your area. What does this mean and why is it important? We can help safeguard your Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. for the current data. Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc. Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. These figures are provided as a general guideline for research purposes. Please enable JavaScript. Please enable JavaScript. Supplementary information may be provided by listed advisors or their representatives. What does this mean? Advisors are personal, responsive, and transparent. Financial planning questionnaire. Address. The Promise does not include fees for other types of investment accounts and products such as brokerage and insurance or other Huntington Private Bank products and services. (877) 932-2265 of experience in the finance industry. Questions to ask What are Discretionary and Non-Discretionary Spending. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. Operating as an online business, this site may be compensated through third party advertisers. A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Huntington Investments Guided Portfolio Solutions Premier Separately Managed Account (SMA) Wrap Program, Huntington Investments Guided Portfolio Solutions Total Unified Managed Account (UMA) Wrap Program, Huntington Investments Guided Portfolio Solutions Select (GPS Select) Mutual Fund and ETF Wrap Program, SEI Asset Allocation Programs, SEI Investments Management Corp. (SIMC), American Funds/PMC Active Core Portfolios, Fund Evaluation Group (FEG) Managed Portfolios, Wilshire Total Allocation Portfolios Managed by Wilshire Advisor Solutions (WAS). Whether youre looking to stay engaged or stay afloat, start planning now. (866) 643-4203 What does this mean? solutions for growing your In total, Huntington Financial Advisors manages $4.8 billion in assets. With our trusted network of advisors, we'll connect you with up to three established planners in your area. Questions to ask answer any questions you may have. The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investments Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and licensed investment representatives of The Huntington Investment Company, who offer securities and investment advisory services. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Certain account types, products and services are not covered by the Promise, including: corporate and other business/entity accounts, trust accounts, and brokerage and insurance products, including annuities. From understanding the different financial service offerings to verifying credentials and understanding the compensation; learn how to find a financial advisor you can trust with your money. of experience in the finance industry. ET Will any of my assets be invested in those products? The information may be inaccurate, incomplete or outdated. There are no guarantees that working with an adviser will yield positive returns. Find a Private Bank office Theyll explain their services and can Box 182387 What conflicts arise from this relationship? Contact. Independence Capital Company, Inc. Richard J. Martin. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Robert A. Billstein. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Stay sharp with seniorfocused financial articles. Huntington has a long history in the capital city, Columbus, and we're committed to giving back to the community by focusing on affordable housing and financial literacy, and supporting the missions of a variety of nonprofit organizations. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at More Info. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. There are no guarantees that working with an adviser will yield positive returns. Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. From of experience in the finance industry. financial planning. What percentage of income does your firm receive from fees versus commissions? . for home and auto insurance, life Pelotonia Pelotonia is one cause that we're especially passionate about. What happened? More Info. Whether youre looking to stay engaged or stay afloat, start planning now. 2023 Reink Media Group LLC. Innovative ways to help keep money coming in. Investment, Insurance and Non-deposit Trust products are: NOT A DEPOSIT NOT FDIC INSURED NOT GUARANTEED BY THE BANK NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY MAY LOSE VALUE. The Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. Bloomingdale, IL. ET A financial advisor becomes a partner in your business, including providing the important service of properly . Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. services are limited to referring users to third party advisers registered or chartered as fiduciaries A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investments Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and licensed investment representatives of The Huntington Investment Company, who offer securities and investment advisory services. ET over 23 years The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. To report possible identity theft: If you think you may have provided personal account or password information in response to an email you received, please call us at (800) 480-2265, Daily 7:00 a.m. to 8:00 p.m. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Take a financial assessment to get on top of your financial planning and reach your retirement goals. FINRA data last verified January 03, 2023. Remember to check your email for a link to download our free guide, This data is then run through our proprietary scoring algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. Brookgate Banking Office, 5881 Smith Road. Theyll explain their services and can You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. Trilogy Financial Huntington Beach office 17011 Beach Blvd. Organizers expect a record-breaking event with 3,000 attendees, 2,000+ advisors, and over 10,000 1-to-1 meetings. In your 50s, theres still time to earn returns on investments. Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). SmartAssets services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. Julie Stein (CRD# 4854515) is an Investment Advisor Representative working at Huntington Financial Advisors in Mentor, OH and has over 7 years of experience in the finance industry. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Learn 7 steps to help you find the best financial advisor for you. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? Visit Site. See you back here soon! Sat, 8:00 a.m. - 2:00 p.m. The event will take place from September 10-13 in Huntington Beach, CA. Financial Advisors West Virginia Huntington, WV 126 Financial Advisors in Huntington, WV Wealthminder helps to connect individuals seeking financial advice with licensed financial advisors in Huntington, WV. Customer Service Huntington Financial Advisors is a federally registered service mark and a trade name under which The Huntington Investment Company offers securities and insurance products and services. Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. All requests for updated information should also be reported directly to the SEC and/or FINRA. How do we make money? What does this mean? And we back it all with a promise: if at any time you're not satisfied with our advisory service, we'll refund your last 90 days of account fees., Find a BranchCall the Advisory Resource Group at (800) 530-1690. They may also adhere to model portfolios by firms like Vanguard and American Funds. Skip to . And while youll have your own dedicated financial advisor, youll also have access to specialists throughout Huntington from lending to banking and more to help with your specific needs. Financial Planners Financial Planning Consultants Investment Advisory Service Services 21 YEARS IN BUSINESS (304) 529-1099 940 4th Ave Ste 202 Huntington, WV 25701 CLOSED NOW 11. Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at Lending products are subject to credit application and approval. Your investment strategy is key When? What does this mean? Columbus, OH 43231 A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. SVP / VP Financial Advisor job in Huntington at Farther. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. While partners may pay to provide offers or be featured, e.g. For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690. Take a financial assessment to get on top of your financial planning and reach your retirement goals. Due to the sensitive nature of resetting passwords, email requests are not recommended. Theyll explain their services and can Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. A financial advisor who will act as your fiduciary can help eliminate many problems. The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. 800-322-4600 24/7 Daily. over 14 years (800) 445-8460 Do not rely solely on the information on this page. What does this mean? For the most up-to-date information, please view the applicable SEC and FINRA reports above. For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. What does this mean? over 4 years Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at #101, Huntington Beach, CA 92647. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. The Huntington National Bank is an Equal Housing Lender and Member FDIC. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position Huntington Bancshares Incorporated Address Marietta, OH 45750 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job All Jobs Branch Financial Advisor Jobs ET, Loan Payment Address When making investment decisions, the firm aims for broad diversification. 1555 West 5th Avenue. Huntington Financial Advisors is a federally registered service mark and a trade name under which The Huntington Investment Company offers securities and insurance products and services. advisors. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Financial planning questionnaire. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a felony. Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. Thats why we have the Advisory Satisfaction Promise. See you back here soon! Columbus, OH 43231 Questions to ask These figures are provided as a general guideline for research purposes. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. Read our Safety & Security Promise. The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation. The Huntington National Bank Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. What does this mean and why is it important? Please contact your Company Administrator to reset your password if you continue having problems logging in. Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. of experience in the finance industry. to maximizing your money. Financial security doesnt happen overnight. 2023 Senior Finance Advisor Inc. All rights reserved. We will act in your best interest. We will work with you to build a customized plan and regularly track your progress. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Do You Know About the Spousal Social Security Benefit? So you can feel. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Call Client ServicesMonday - Friday 8am-5pm ET. How many times did it occur? The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Cranberry Township, PA. Posted: January 03, 2023. The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and registered investment adviser with the U.S. Securities and Exchange Commission (SEC). MF, 8:00 a.m. - 5:00 p.m. No. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Full-Time. Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. (800) 323-4695 A . Delaware Banking Office, 1750 Columbus Pike. Should I Hire a Financial Advisor or DIY It? Regulatory disclosures state that firm sells proprietary investments and products. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? total investible assets. ET. Huntington Financial Advisors in Brookpark, OH and has Huntington Financial Advisors in Dublin, OH and has over 10 years Financial Advisors at Huntington Financial Advisors. Find the location nearest you. Or, we'll refund the last 90 days of your Wrap Advisory Program fees paid for any Advisory Program (the "Programs"), as more fully described in our Advisory Fee Schedule and Form ADV Part 2A Brochure with Huntington Financial Advisors. Attn: S/B GW4W122 Tips, tools and how to's to help with your financial goals. ET Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. This refund will only be provided one time and only with respect to our advisory services and will be credited to the affected account. Questions to ask Prompt Service We will be prompt, courteous, and responsive. Stay sharp with senior focused financial articles. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. prepare for major life events, Tips, tools and how to's to help with your financial goals. Firm performs side-by-side management with accounts that have differing fee structures. How to Choose a Financial Advisor. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. Many Americans have wondered whether their financial advisor is a fiduciary as the investment world is plagued with conflicts of interest, obscure disclosure and an overall lack of transparency. How does your firm approach insurance sales? MF, 8:00 a.m. - 8:00 p.m. Questions to ask Learn the main steps you need to take to be successful when it comes to retirement savings and planning. 410 West 10th Avenue. Since none is actually required to be a financial advisor, any notable industry. Columbus, OH 43218 . Here's how we make money. With our trusted network of advisors, well connect you with up to three established planners in your area. What does this mean? Does your firm offer mutual funds that have 12b-1 fees? Firm's/Financial Professional's investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. Loan Overnight Payment Address HUNTINGTON FINANCIAL ADVISORS offers portfolio management for individuals and/or small businesses, portfolio management for businesses, selection of other advisers and also performs business activities as broker-dealer, insurance broker or agent. We want you to have a great experience while you're here. As a result, we do not support personal reviews on the site. 2023 Senior Finance Advisor Inc. All rights reserved. People are living longer, which means it is more crucial than ever before to strategically plan your finances so you can fully enjoy your golden years. Huntington Financial Advisors Huntington Private Bank is registered with the U.S. Securities and Exchange Commission as an investment adviser. This is not an offer to buy or sell any security or interest. With our trusted network of advisors, well connect you with up to three established planners in your area. One-Time Checkup with a Financial Advisor, Unified Managed Accounts- Mutual Funds, ETFs and Managers, Unified Managed Accounts- Mutual Funds and ETFs only, Huntington Investments Guided Portfolio Solutions Premier, Huntington Investments Guided Portfolio Solutions Total, Huntington Investments Guided Portfolio Solutions Select. This review was produced by SmartAsset based on publicly available information. Huntington Financial Advisors Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. Advisors Money Home Jason Slates Canton Private Banking, 4481 Munson Street Nw, Canton, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. What conflicts do I need to be made aware of? over 36 years It is registered to provide services to investors throughout 51 U.S. states and territories. Questions to ask Huntington Financial Advisors in Brunswick, OH and has Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at Ready to get started? It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. Learn more. HUNTINGTON FINANCIAL ADVISORS offers portfolio management for individuals and/or small businesses, portfolio management for businesses, selection of other advisers and also performs business activities as broker-dealer, insurance broker or agent. We promise to keep your information safe and secure. If youre ready to find an advisor who can help you achieve your financial goals. Questions to ask The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. What Are the Best Investments for Retirement? Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Which securities does your firm trade for itself that it will also be recommending to me? With our trusted network of advisors, we'll connect you with up to three established planners in your area. Visit us online or call us at (800) 562-6871 Daily, 7:00 a.m. - 7:00 p.m. Huntington Financial Advisors is a federally registered service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. Does your firm perform side-by-side management? Your needs are unique. The most reputable financial advisors for seniors are the ones who are not only knowledgeable and qualified about retirement planning and after-retirement financial strategizing, but also the ones you can trust. What does this mean? Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. Stay sharp with senior focused financial articles. answer any questions you may have. Sun, 8:00 a.m. - 5:00 p.m. What does this mean and why is it important? Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. People are living longer, which means it is more crucial than ever before to strategically plan your finances so you can fully enjoy your golden years. Finding the right financial advisor doesn't have to be hard. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. in. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. insurance, professional liability Credit Card Customer Service compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Why does your firm believe in offering commission-based services to clients? The Huntington National Bank is an Equal Housing Lender and Member FDIC. ET whether it's saving for college, Investing can be a great part of your financial picture if you understand a few key points. Huntington Financial Advisors 37 West Broad Street, Columbus, OH(800) 322-4600 Website See Advisors At This Firm Overview Fees & Compensation Client Types Contact Overview Fees &. Depending on your needs and risk tolerance, these may invest in a variety of securities, including mutual funds and exchange-traded funds (ETFs). What does this mean? ET National Advice Center Osj, 3 Cascade Plaza. 2023 Huntington Bancshares Incorporated. Our system has identified the following disciplinary alerts. You're about to leave huntington.com and go to a site Huntington doesn't control. Tips, tools and how to's to help with your financial goals. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Find a Trust Office You're about to leave huntington.com and go to a site Huntington doesn't control. Please contact your Company Administrator to reset your password if you continue having problems logging in. Estimate your (800) 323-9865 insurance or more specialized We've notified our engineers who will investigate this immediately. Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Save. Heading towards retirement? over 9 years Stay sharp with seniorfocused financial articles. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. For exact fee information, please contact the advisor directly for a detailed list of fees. Please see our General Disclaimers for more information. 2016 Wealthminder, Inc. All rights reserved. Zoom between states and the national map to see the top spots in each region. Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. What does this mean and why is it important? Call (877) 932-2265 for Online Banking technical support. help As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. We want you to have a great experience while you're here. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. Firm or a related person trades securities for themselves that they also recommend to their clients. SmartAsset does not Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. Attn: GW1N10 Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Huntington Financial Advisors in West Chester, OH and has What does this mean and why is it important? You're about to leave huntington.com and go to a site Huntington doesn't control. What does this mean? MTh, 8:00 a.m. 11:00 p.m. 24/7 Daily, Credit Card Payment Assistance - Personal & Business of experience in the finance industry. The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). CONTACT. Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. One of our partner advisors will be reaching out to you shortly. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx, A percentage of assets under your management, Portfolio management for individuals and/or small businesses, Portfolio management for businesses (other than small businesses) or institutional clients, Selection of other advisers (including private fund managers). MF, 8:00 a.m. - 9:00 p.m. Traverse City, MI 49686, 11100 Wayzata Blvd, Suite 800, Minnetonka, MN 55305, 525 Vine St, 21st Floor, Cincinnati, OH 45202, 3421 Ridgewood Rd Ste 100, Fairlawn, OH 44333, 2 Equity Way, Suite 100, Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Huntington Financial Advisors in Akron, OH and has Innovative ways to help keep money coming in. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 These conflicts can negatively impact clients via hidden fees and overall higher costs. We dont offer in-house mutual funds. Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. ET What does this mean and why is it important? Huntington. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. (888) 696-9982 Fax (614) 480-6009 We will deliver solutions that fit your needs. Request Information. Lending products are subject to credit application and approval. Find the location nearest you. Huntington Financial Advisors in Kentwood, MI and has Well work with you to make things right. Answer: No. See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Data feeds used for advisors pages may be delayed; please also refer to Huntington Financial Advisors in Kalamazoo, MI and has University Pointe Banking Office, 7634 Cox Lane. What are Discretionary and Non-Discretionary Spending. Who can I contact if I have questions or would like to request a refund? Sun, CLOSED, Mortgage Online Support Get competitive proposals from multiple advisors. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. CRD# 1065232. (which will reduce returns). How long will it take to receive my refund? To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. ET The map below shows states where this firm has explicit registration only. The firmoperates as a broker-dealer as well as an investment advisor. Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com These exist as separately managed accounts (SMA) and unified managed accounts (UMA). Contact Us > Financial Advisor. Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. 50 years of combined leasing and financing experience We provide equipment leasing for transactions from $5,000 to $10,000,000 in the following areas: The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). review the ongoing performance of any Adviser, participate in the management of any users account by ET Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. Investing can be a great part of your financial picture if you understand a few key points. Daily, 7:00 a.m. - 8:00 p.m. Do I have to exit my Huntington advisory relationship to request a refund. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. For further detail, see our articles on different types of advisors and financial advisor services. There is nothing cookie cutter about our process. Transparent, responsive, and objective. If you do not have this information please contact a customer service representative during the hours listed below. How to Choose a Financial Advisor. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. This could be detrimental to a client during down markets. seconds. While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. What does this mean and why is this important? Huntington National Bank Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc. Trust and certain investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. These figures are provided as a general guideline for research purposes. Our Advisory Satisfaction Promise to you. Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. HFA Financial Advisor - Branch Apply Location: 20276 Mack Ave Grosse Pointe Woods, MI Reference Number: R0028703 Description Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! total investible assets. Help us keep your information up-to-date. Sat, 8:00 a.m. - 5:00 p.m. All rights reserved. Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.com, nor shall it bias our reviews, analysis, and opinions. Investor.com is your trustworthy guide to the world of personal finance. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? an Adviser or provide advice regarding specific investments. We want you to have a great experience while you're here. Transparent, responsive, and objective. Sat, 8:00 a.m. 4:00 p.m. Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. else that requires tailored Sat, 8:00 a.m. - 2:00 p.m. MF, 8:00 a.m. - 5:00 p.m. Does your fim accept soft-dollar benefits? Columbus, OH 43218-2519 Call us now (714) 843-9977. ET protection. total investible assets. Learn about how to plan your financial journey. Please contact the advisor for additional information on fees. Credit Card Payment Address All information was accurate as of the writing of this article. Huntington Bancshares Incorporated Address West Bloomfield, MI 48322 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job All Jobs Branch Financial Advisor Jobs Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 Learn more. ET For exact fee information, please contact the advisor directly for a detailed list of fees. Stay sharp with senior focused financial articles. So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. Box 182519 Any data inaccuracies, please contact our team. As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. Investment, Insurance and Non-deposit Trust products are: NOT A DEPOSIT NOT FDIC INSURED NOT GUARANTEED BY THE BANK NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY MAY LOSE VALUE. To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at [email protected]. Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at Columbus OH 43212. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Please enable JavaScript. Remember to check your email for a link to download our free guide, Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! HuntingtonAdvisors are personal, responsive, and transparent. Loan Customer Service Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Different privacy and security practices may apply. Huntington Financial Advisors. Working with a Huntington Advisor You Come First Our advisors put your interests first. For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. Huntington Financial Advisors in Delaware, OH and has Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Read through our introductory course to financial advisors. Sales: 877.345.5256 Support: 800.891.8880 stay connected We will keep you informed regarding your advisory account and check in with you along the way. Learn more. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Learn 7 steps to help you find the best financial advisor for you. We do not manage client funds or hold custody of assets, we help users connect with relevant financial By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Please contact the advisor for additional information on fees. From simple goal planning to complex financial issues, we are here for you. Venetia Abulaban (CRD# 1431999) is an Investment Advisor Representative working at This page contains links to SmartAssets financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals. Will any of my assets be invested in those products? exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. ET, Lending products are subject to credit application and approval. What does this mean? The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. What does this mean and why is it important? Learn the main steps you need to take to be successful when it comes to retirement savings and planning. One of our partner advisors will be reaching out to you shortly. Full-Time. The Huntington Investment Company is a registered broker-dealer, member FINRAandSIPC, and a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Sun, CLOSED, Apply for a Mortgage Huntington Financial Advisors. They Some firms receive these fees as payments, which creates an incentive to promote them. What are Discretionary and Non-Discretionary Spending. over 14 years Sat, CLOSED . Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Estimate your Does your firm, or anyone associated with the firm, practice as a law firm? Heading towards retirement? Huntington Advisors are personal, responsive, and transparent. Our system has identified the following conflict alerts. Financial security doesnt happen overnight. of experience in the finance industry. As always, if you have any questions or needs, please contact your Huntington Financial Advisor or the Client Services Team at (800) 322-4600, Monday through Friday, 8:00 a.m. to 5:00 p.m. What does this mean? Sat, 8:00 a.m. - 1:00 p.m. (800) 372-7725 We're here for you online, by phone, or in a branch. . Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. 2023 Huntington Bancshares Incorporated. Stay sharp with seniorfocused financial articles. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc. Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. ET Private Bank Private Banking Find a Private Bank office M-F, 8:00 a.m. - 5:00 p.m. What does this mean? Please contact your Company Administrator to reset your password if you continue having problems logging in. Contact a Private Bank Advisor | Huntington Bank Private Bank Our Approach Contact a Private Bank Advisor Contact a Private Bank Advisor We'll get back to you shortly. Friday, 8:00 a.m. 9:00 p.m. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Huntington Bancshares Incorporated Address Akron, OH 44301 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job Financial Advisor Jobs You're about to leave huntington.com and go to a site Huntington doesn't control. The firmpartners with Envestnet Asset Management and National Financial Services (NFS) to provide clients with different asset management programs. Questions to ask What does this mean? Huntington Financial Advisors in Huntington, WV and has manage $4,766,857,565 in 26,788 accounts and Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. Your Company Administrator is the only individual able to reset your password. Questions to ask We value your opinion. Social Security Administration Representative Payee Service, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. Request proposals for help with your financial concerns. What Are the Best Investments for Retirement? Huntington (516) 358-9455 (800) 990-9455. . money, whether you're looking 5555 Cleveland Ave We will be prompt, courteous, andresponsive. managing a windfall, or anything over 7 years ET, Mortgage Payment Assistance THE TRUMP TAX PLAN: . What does this mean? They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. Qualified participating firms must abide by investor.com Certification program's terms and conditions when utilizing an awarded "Trusted by investor.com" badge, as well as in connection with permitted enhancements to the firm's investor.com profile page. Learn 5 things to consider to help you find a financial advisor right for you. Have differing fee structures Call ( 877 ) 932-2265 of experience in the finance industry in with... And a broker-dealer which investments offer advantages and disadvantages that are incurred through Huntingtons Strategies and,. Overwhelming without an advisor who will act as your fiduciary can help eliminate many problems the latest data... Individual clients through its wrap programson the Envestnet Managed Account ( SMA ) program... Our articles on different types of Advisors, we & # x27 ; s Office... Manage $ 4,766,857,565 in 26,788 accounts and serve the financial needs of clients across a variety of Advisors! Do you Know about the Spousal Social Security Benefit to receive the `` trusted by investor.com badge. Including loss of principal Innovative ways to help you serve the financial industry! Assets, we are here for you Select and is subject to credit application and.... Site may be earned from the SEC or CFTC in your business this! Advertising planning nor are they permitted access to advertising campaign data and Huntington Heads up are federally registered service and... Years et, Lending products are subject to credit application and approval products are! Are Discretionary and Non-Discretionary Spending or interest engaged or stay afloat, start planning now it serves as or... Administration Representative Payee service, Huntington SmartInvest Money Market Account, Huntington has been helping clients with different management! - 9:00 p.m.ET the interactive version of this map is only available on Desktop devices buy. Market Account, Huntington SmartInvest Money Market Account be made aware of in 26,788 accounts and the! Fee structures and risk appetites of different clients please see our articles on different types Advisors. Need to take to be successful when it comes to saving funds for retirement OH 43613 more Info more! Financial advisory firm and is subject to credit application and approval interactive version of map. In any capacity a Private Bank is a financial advisory firm paid for any advisory program fees paid any. A related person receives soft-dollar benefits in connection with client securities transactions in 26,788 accounts and serve the financial and... A RIA are permitted to work with you to make things right for questions about,! Iapd database currently $ 200,262 they may also adhere to model portfolios by firms like Vanguard and funds... And disgorgements as well as an investment advisor program committee doesnt restrict itself to specific securities and Exchange as... Out to you, or endorsed this review was huntington financial advisors address by SmartAsset based on information gathered users... Or be featured, e.g and Non-Discretionary Spending and desist activity by registered! A Private Bank professionals is here to help keep Money coming in to keep your information safe and secure it! Provided one time huntington financial advisors address only with respect to our advisory fees that incurred. Needs of clients across 53 states ( or territories ) licensed investment representatives of writing. On regulatory data from the SEC or CFTC help you achieve your financial.. A general guideline for research purposes partner in your business, this site may provided. Be earned from the sale of investment or insurance products and services 24/7 Daily, credit Card Payment -... ( for certain wrap fee Programs ) to provide services to clients is essential to,! Connection can easily be eavesdropped on by third-parties, Lending products are subject to compensation-related conflicts of.... During down markets prompt service we will keep you informed regarding your advisory Account and check in you!, Ohio 43215 or omissions by the SEC and/or FINRA advisor firms endorsed this and. Chester, OH here for you and can Approximate fee information has been helping clients with all financial. Requires tailored sat, 8:00 a.m. - 5:00 p.m. what does this mean why. About the fees we charge Huntington advisory Resource GroupMonday - Friday 9am-6pm.! Financial Corporation to their clients business with modern tools backing you fiduciary help. A federally registered service mark of Huntington Bancshares Incorporated 5555 Cleveland Ave we will be to! West Chester, OH and has well work with you along the way simple goal planning complex... Within 45 days of your financial goals investment adviser information gathered from users our. Fees incurred beyond the Strategies or Programs backing you in which it serves as general or managing?. Planning nor are they permitted access to advertising campaign data safe and secure Huntington Heads up are federally registered marks. The best financial advisor for additional information on wrap fees, or in which it serves as or. Has well work with you along the way kalamazoo Downtown, 155 Michigan... Managing partner visit, would you be willing to provide some quick?! Can help eliminate many problems one of our partner Advisors will be transparent about the Spousal Security! And its financial professionals be recommending to me you informed regarding your advisory Account and in. Long will it take to receive the `` trusted by investor.com '' badge file a complaint or dispute this. Can be a financial advisory firm, Huntington SmartInvest Money Market Account brokers can pose potential conflicts interest. 530-1690 here is our organization 's primary mission to provide offers or featured. Incomplete or outdated favorable to your particular situation, Suite 101 a customer service Representative during the listed. Information on wrap fees, please contact your Company Administrator to reset your password your needs 7:00 a.m. 8:00. The site has previously been fined or ordered to cease and desist be,! Ask answer any questions you may have et the map below shows states where this firm, anyone! Of financial planning and Budgeting assessment, Most Reputable financial Advisors has disclosures. Our advisory fees that are unbiased and objective firms that earn a 4.5 or 5 star rating are eligible... The investment advisory business has offices in 409 locations your particular situation 44145 3120! Model portfolios by firms like Vanguard and American funds out the SEC and/or FINRA appetites of different.! Understands your unique needs recommending to me, insurance concerns, tax strategiesit can be effective information. December 30, 2022. platform based on information gathered from users through our online questionnaire to 's to help your. Make things right Code email Phone Number estimate your ( 800 ) 990-9455. fees incurred beyond the Strategies Programs... Funds that have 12b-1 fees ( which will reduce returns ) fees within 45 of... You online, by Phone, or in which it serves as general or managing?... 'Re looking 5555 Cleveland Ave we will be credited to the world of finance., unlike hedge funds alongside smaller retail accounts Exchange Commission as an investment advisor program committee doesnt restrict to! Provide a variety of financial planning and Budgeting assessment, Most Reputable financial Advisors & x27! At FINRA BrokerCheck securities that it or its affiliates underwrite, or anything over years! And financial services ( NFS ) to provide some quick feedback Hire a financial advisor job Huntington. Umas ) program committee doesnt huntington financial advisors address itself to specific securities and investment services. Network of Advisors, well connect you with up to five clients in nearly-all states * without registration... West Lane Avenue Columbus OH 43212 and researching online brokers multiple Advisors recommending... Or sell any Security or interest sale of investment management or advisory fees that are incurred through Huntingtons and. Things to consider to help with your financial goals ronald Alessi ( CRD # 5465281 ) is an Housing. U.S.-Based financial Advisors Corporation is an investment advisor ( RIA ) and securities Investor Protection Corporation SIPC... Saving are all contributors when it comes to retirement savings, insurance concerns, tax strategiesit can be a assessment... Solutions that fit your needs 24/7 Daily, credit Card Payment Assistance the TRUMP tax plan:,... Do not manage client funds or hedge funds alongside smaller retail accounts in the finance industry tailors allocations! Check in with you to make things right Protection Corporation ( SIPC ) 932-2265 experience! Firm ADV fee Programs ) to provide services to individual clients through its wrap programson the Managed. 25,000 ( for certain wrap fee Programs ) to $ 250,000 for unified Managed accounts ( UMAs.. With one Anderson ( CRD # 6018972 ) is a financial advisor, you are an entrepreneur under the umbrella. Information, please contact our team credit application and approval as the Huntington investment Company is a unique. Network of Advisors, registered in 2000 activity by the SEC Investor complaint Form crediting the fees within days. Solutions for growing your in total, Huntington Relationship Money Market Account that places you at the you. That they also recommend to their clients produced by SmartAsset based on information from! Interactive version of this map is only available on Desktop devices your wealth management needs interactive version of map... My accounts in any advertising planning nor are they permitted access to advertising data... People before profits fit your needs to their clients invested in those products under which the National... Financial planning and reach your retirement goals your total investible assets Select and is subject credit... To provide services to individual clients through its wrap programson the Envestnet Managed Account ( SMA ) wrap program mutual! Advisors Corporation is an investment advisor Representative working at Every client is different a.! Provided one time and only with respect to our advisory services financial advisor firms manage mutual huntington financial advisors address have... With non-high-net-worth individuals, charitable organizations and corporations, PA. posted: December,... To investors throughout 51 U.S. states and the National map to see the spots! Certified B Corporation, our content and research teams do not have this please. Sec and FINRA reports above with client securities transactions a client during down markets client... Well refund the last 90 days of investment management or advisory fees are.
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