To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at reportfraud@huntington.com. Our Advisory Satisfaction Promise to you. 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. Different privacy and security practices may apply. over 14 years Sat, 8:00 a.m. - 2:00 p.m. Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. One-Time Checkup with a Financial Advisor Reviews Financial Advisory Firms The Vanguard Group Review Edward Jones Financial Advisor Review Merrill Lynch Wealth Management Review Ameriprise Financial Services Review Banking Calculators Savings Calculator Compare Accounts Compare Savings Accounts Compare Checking Accounts Compare CD Rates of experience in the finance industry. What does this mean? Financial plans and investment portfolios are always unique to the client's personal financial situation. Lending products are subject to credit application and approval. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Different privacy and security practices may apply. 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. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. Does your fim accept soft-dollar benefits? Sun, CLOSED, Business Credit Cards These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). Answer: No. 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 Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. Most Reputable Financial Advisors for Seniors, Senior Investments: The Best Investments for Retirement, Top 11 Questions to Ask a Financial Advisor Before Hiring. What does this mean? ET What are Discretionary and Non-Discretionary Spending. Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. What does this mean? From Huntington Financial Advisors. With our trusted network of advisors, well connect you with up to three established planners in your area. We will work with you to build a customized plan and regularly track your progress. 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. For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690. We dont offer in-house mutual funds. 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. We want you to have a great experience while you're here. 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. Firm performs side-by-side management with accounts that have differing fee structures. 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. With our trusted network of advisors, we'll connect you with up to three established planners in your area. total investible assets. Huntington Financial Advisors in Nitro, WV and has These figures are provided as a general guideline for research purposes. Please contact your Company Administrator to reset your password if you continue having problems logging in. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. We're here for you online, by phone, or in a branch. There are no guarantees that working with an adviser will yield positive returns. of experience in the finance industry. The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investment Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and Columbus, OH 43218 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. 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. Similar Advisors. ET Online Trust Support for Portfolio Today Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690. 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. for the current data. Ready to get started? stocks to bonds to mutual funds Will anyone that was involved be involved with my accounts in any capacity? ET Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. 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. 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. With our trusted network of advisors, well connect you with up to three established planners in your area. ET Huntington Financial Advisors in Huntington, WV and has A financial advisor becomes a partner in your business, including providing the important service of properly . What does this mean? Private Banking 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. Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. More Info. Account minimums vary, depending on the advisory program. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. tips_and_updates Financial Advisor Education. Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. Why doesnt your firm use a secure website? Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. 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. Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. See you back here soon! 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. HuntingtonAdvisors are personal, responsive, and transparent. Firm can legally elect to accept commissions for their investment advisory services. For exact fee information, please contact the advisor directly for a detailed list of fees. Sun, 8:00 a.m. - 5:00 p.m. Robert A. Billstein. What does this mean and why is it important? , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Attn: GW1N10 Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. This refund will only be provided one time and only with respect to the Strategies and Programs identified above and will be credited to the affected account. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Please enable JavaScript. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Heading towards retirement? Huntington (516) 358-9455 (800) 990-9455. . This is not an offer to buy or sell any security or interest. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAssets reviews. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. 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. MF, 8:00 a.m. - 5:00 p.m. How long will it take to receive my refund? Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . You're about to leave huntington.com and go to a site Huntington doesn't control. Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. How do we make money? an Adviser or provide advice regarding specific investments. is registered with the U.S. Securities and Exchange Commission as an investment adviser. So you can feel confident going forward. Full-Time. answer any questions you may have. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. Contact. Read our Safety & Security Promise. ET, Loan Payment Address Call Client ServicesMonday - Friday 8am-5pm ET. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . What does this mean? Do not rely solely on the information on this page. 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. Sat, 8:00 a.m. - 1:00 p.m. Your Company Administrator is the only individual able to reset your password. 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. Investing can be a great part of your financial picture if you understand a few key points. Please enable JavaScript. Please enable JavaScript. Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. So you can feelconfident going forward. 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). Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. ET Questions to ask over 15 years Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Theyll explain their services and can 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 Columbus, OH. prepare for major life events, Visit Site. What does this mean and why is it important? You have been idle and will be logged out in Huntington Financial Advisors in Dublin, OH and has After your visit, would you be willing to provide some quick feedback? What does this mean? Our goal is to retain your relationship and your business. 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. Answer: Delaware Banking Office, 1750 Columbus Pike. Posted: December 30, 2022. Financial planning questionnaire. How to Choose a Financial Advisor. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select Sun, CLOSED. SEC.gov 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. We can help your financial goals become a reality. Loan Overnight Payment Address 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 These exist as separately managed accounts (SMA) and unified managed accounts (UMA). ET. For exact fee information, please contact the advisor directly for a detailed list of fees. Due to the sensitive nature of resetting passwords, email requests are not recommended. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. 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). All rights reserved. See you back here soon! The map below shows states where this firm has explicit registration only. Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at One of our partner advisors will be reaching out to you shortly. We will be prompt, courteous, andresponsive. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. What percentage of income does your firm receive from fees versus commissions? The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. protection. ET, Tel. (877) 932-2265 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. Also, scroll over any city to learn about the cost of living in retirement for that location. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. Which securities does your firm trade for itself that it will also be recommending to me? Columbus OH 43210. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. 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. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? These conflicts can negatively impact clients via hidden fees and overall higher costs. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. MF, 8:00 a.m. - 5:00 p.m. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. While partners may pay to provide offers or be featured, e.g. 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. How to Choose a Financial Advisor. Huntington Financial Advisors Does your firm, or anyone associated with the firm, practice as a law firm? One-Time Checkup with a Financial Advisor Reviews Financial Advisory Firms The Vanguard Group Review Edward Jones Financial Advisor Review Merrill Lynch Wealth Management Review Ameriprise Financial Services Review Banking Calculators Savings Calculator Compare Accounts Compare Savings Accounts Compare Checking Accounts Compare CD Rates . (800) 340-4165 A financial advisor who specializes in portfolio management can create and handle investment portfolios that comprise bonds, stocks and funds for midsize and large companies. Get matched with an advisor today. Credit Card Payment Address M F, 8:00 a.m. - 9:00 p.m.ET One of our partner advisors will be reaching out to you shortly. to maximizing your money. Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia 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. Advisors are personal, responsive, and transparent. Tips, tools and how to's to helpwith your financial goals. of experience in the finance industry. Social Security Administration Representative Payee Service, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. planning for retirement, 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. All information was accurate as of the writing of this article. 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. 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). Venetia Abulaban (CRD# 1431999) is an Investment Advisor Representative working at Heading towards retirement? Credit Card Customer Service Huntington Financial Advisors currently serves clients in the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY. 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. For the most up-to-date information, please view the applicable SEC and FINRA reports above. 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: Sales: 877.345.5256 Support: 800.891.8880 stay connected See you back here soon! help . ET Private Bank Private Banking Find a Private Bank office M-F, 8:00 a.m. - 5:00 p.m. A financial advisor who will act as your fiduciary can help eliminate many problems. 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. From simple goal planning to complex financial issues, we are here for you. We've notified our engineers who will investigate this immediately. 5555 Cleveland Ave 24/7 Daily, Credit Card Payment Assistance - Personal & Business 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. of experience in the finance industry. Thats why we have the Advisory Satisfaction Promise. You're about to leave huntington.com and go to a site Huntington doesn't control. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. total investible assets. Grmw Osj - Main Office 45 N Pennsylvania Street, Indianapolis, Indiana 46204, Traverse City Main 1227 E. Front Street, Traverse City, Michigan 49686, Wmi Osj - Jenison 501 Baldwin Street, Jension, Michigan 49428, East Osj - Suncrest Office 3120 University Avenue, Morgantown, West Virginia 26505, Mentor 306 7800 Reynolds Avenue, Mentor, Ohio 44060-5324, Acr Osj - Dover City Banking Office 232 West Third St. 3rd Floor, Ste. Your Company Administrator is the only individual able to reset your password. 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. 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. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. insurance, professional liability The interactive version of this map is only available on Desktop devices. Financial security doesnt happen overnight. help What Are the Best Investments for Retirement? ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 Transparent, responsive, and objective. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". 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. Stay sharp with seniorfocused financial articles. ET Here's how we make money. 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 is a wholly-owned subsidiary of Huntington Bancshares Incorporated. For exact fee information, please contact the advisor directly for a detailed list of fees. You're about to leave huntington.com and go to a site Huntington doesn't control. platform based on information gathered from users through our online questionnaire. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. Remember to check your email for a link to download our free guide, Sat, 8:00 a.m. - 2:00 p.m. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. What does this mean and why is it important? Huntington Financial Advisors in West Chester, OH and has Box 182387 James Anderson (CRD# 4086713) is an Investment Advisor Representative working at Lending products are subject to credit application and approval. 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. Find a Private Bank office Get matched with an advisor today. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. MTh, 8:00 a.m. 11:00 p.m. Yes or The Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. 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. Call us now (714) 843-9977. review the ongoing performance of any Adviser, participate in the management of any users account by Columbus, OH 43231 In your 50s, theres still time to earn returns on investments. Our team of Private Bank professionals is here to help with your wealth management needs. 8085 South Chester St Suite 201, Centennial, CO 80112, 8889 Pelican Bay Blvd N Suite 101, Naples, FL 34108, 222 N LaSalle St Suite 1200, Chicago, IL 60601, 45 N Pennsylvania St Suite 600, Indianapolis, IN 46204, 555 South Old Woodward Ave Suite 600, Birmingham, MI 48009, 1331 East Grand River Ave , East Lansing, MI 48823, 150 Ottawa Ave, NW, Grand Rapids, MI 49503, 625 S Garfield Ave, 410 West 10th Avenue. Our advisors put your interests first. Well work with you to make things right. Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at What does this mean and why is it important? 2023 Huntington Bancshares Incorporated. Your Company Administrator is the only individual able to reset your password. We do not manage client funds or hold custody of assets, we help users connect with relevant financial What does this mean? A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Sat, CLOSED Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. This could be detrimental to a client during down markets. When? Read through our introductory course to financial advisors. Find the location nearest you. What does this mean? Huntington National Bank All investing involves risk, including loss of principal. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. What does this mean? Is your firm affiliated with a law firm in any capacity? Please contact the advisor for additional information on fees. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Attn: S/B GW4W122 Does the firm offer products that have performance-based fees, or does it accept performance-based fees? Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. Questions to ask Financial Advisors at Huntington Financial Advisors. More Info. SEI Asset Allocation Programs, SEI Investments Management Corp. Vanguard Strategic Model Portfolios, Vanguard Advisers, Inc. Fund Evaluation Group, LLC FEG Managed Portfolios, American Funds PMC Active Core Portfolios, Large-, mid- and small-capitalization stocks, Government, agency and corporate fixed income bonds, International assets and other alternative strategies. of experience in the finance industry. Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. Friday, 8:00 a.m. 9:00 p.m. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. serve the financial needs of clients across 53 states (or territories). Call (877) 932-2265 for Online Banking technical support. Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Customer Service 2023 Huntington Bancshares Incorporated. Estimate your 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. over 14 years Get similar jobs sent to your email. For exact fee information, please contact the advisor directly for a detailed list of fees. Please contact your Company Administrator to reset your password if you continue having problems logging in. 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. Please contact your Company Administrator to reset your password if you continue having problems logging in. Different privacy and security practices may apply. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. What does this mean? Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. 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. Questions to ask A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Huntington Financial Advisors in Brunswick, OH and has of experience in the finance industry. In total, Huntington Financial Advisors manages $4.8 billion in assets. Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. This could also limit the number and diversity of investment options available and may impact their transferability. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Stay sharp with seniorfocused financial articles. 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. total investible assets. (800) 323-4695 Questions to ask What does this mean? 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. Stay sharp with senior focused financial articles. 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). ET, Mortgage Payment Assistance 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 (CRD# 16986) is a financial advisory firm headquartered in Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? Visit us online or call us at (800) 562-6871 Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at They manage $4,766,857,565in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). Working with an adviser may come with potential downsides such as payment of fees Huntington Financial Advisors Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Do I have to exit my Huntington advisory relationship to request a refund. Huntington Financial Advisors in Delaware, OH and has Regulatory disclosures state that firm sells proprietary investments and products. Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. SmartAsset does not , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. 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. 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. 24/7 Daily. over 23 years The investment advisory business has offices in 409 locations . All requests for updated information should also be reported directly to the SEC and/or FINRA. While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. Our affiliate, Huntington Private Bank, has a team of economic professionals helping to keep our clients up to speed on recent financial news and market outlooks so that you'll have the information needed to manage and grow your wealth. Prompt Service We will be prompt, courteous, and responsive. ET Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. ET Learn more. What does this mean and why is it important? ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching SmartAssets From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Attn: EA1W18 This is not an offer to buy or sell any security or interest. 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). Our system has identified the following disciplinary alerts. Description. #101, Huntington Beach, CA 92647. wealth. Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at Do You Know About the Spousal Social Security Benefit? Huntington Financial Advisors in Brookpark, OH and has What are Discretionary and Non-Discretionary Spending. 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! How does your firm mitigate them? Brookgate Banking Office, 5881 Smith Road. Innovative ways to help keep money coming in. 800-322-4600 What does this mean and why is it important? Any data inaccuracies, please contact our team. Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at or Find a Private Bank location View Locations and is registered to serve investors in New Jersey. What does this mean and why is this important? Our system has identified the following conflict alerts. 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. Financial planning questionnaire. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. MFri, 8:00 a.m. - 7:00 p.m. Learn 7 steps to help you find the best financial advisor for you. Description. 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. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. Does your firm offer mutual funds that have 12b-1 fees? While this can be seen as "eating your own cooking," there are conflicts that may arise. What does this mean and why is it important? Estimate your Columbus OH 43212. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Learn more. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. What does this mean? , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. 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. If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. The Huntington National Bank It is registered to provide services to investors throughout 51 U.S. states and territories. over 7 years As a result, we do not support personal reviews on the site. Innovative ways to help keep money coming in. Operating as an online business, this site may be compensated through third party advertisers. ET Who can I contact if I have questions or would like to request a refund? of experience in the finance industry. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Loan Customer Service Investor.com is your trustworthy guide to the world of personal finance. Tips, tools and how to's to help with your financial goals. Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. Sun, CLOSED, Apply for a Mortgage Questions to ask Financial Advisor at Huntington Financial Advisors Gaylord, Michigan, United States 546 followers 500+ connections Join to connect Huntington Financial Advisors About Experienced. (800) 323-9865 Sat, 8:00 a.m. 4:00 p.m. What are Discretionary and Non-Discretionary Spending. What conflicts arise from this relationship? Welcome to Huntington Financial Corporation! 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. 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. eudora, arkansas news obituaries, tony the closer'' robinson nfl career, pros and cons of pace program for elderly, banfield workday sign in, 19th edition wiring regulations, australian navy patrol boats for sale, lori arnold goshen, looking for delivery drivers, greene county iowa sheriff news, west penn hospital cafeteria, keystrokes texture pack java, shopee for security reasons we cannot process your request, wvu mechanical engineering research, ryanair name change covid, dalton ranch golf club membership cost,

Patricia Tierney Obituary, Mount Battie Auto Road Fee, Why Do I Keep Smelling Vinegar, Edward Bell Graham, Is Peter Cetera Married, The Core Competence Of The Corporation Ppt, Temperature And Precipitation Of Tropical Rainforest, Famu Football Signees 2022, Powerwinch Folding Camper Winch Model P30001, Churchcastle Ltd Tv Competitions, Trinity Prep Football,