of experience in the finance industry. 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 ET Huntington Financial Advisors in Brunswick, OH and has Huntington Financial Advisors in Kalamazoo, MI and has The interactive version of this map is only available on Desktop devices. Do You Know About the Spousal Social Security Benefit? 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. Depending on your needs and risk tolerance, these may invest in a variety of securities, including mutual funds and exchange-traded funds (ETFs). seconds. else that requires tailored Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. Visit Site. Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. Learn more. Skip to . A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. ET, Mortgage Payment Assistance Insurance products are offered by Huntington Insurance, Inc., a licensed agency and a wholly-owned subsidiary of Huntington Bancshares Incorporated and underwritten by third party insurance carriers not affiliated with Huntington Insurance, Inc. As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. Remember to check your email for a link to download our free guide, More Info. loss of principal. Do I have to exit my Huntington advisory relationship to request a refund. These conflicts can negatively impact clients via hidden fees and overall higher costs. Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. ET Huntington Financial Advisors in Brookpark, OH and has With our trusted network of advisors, well connect you with up to three established planners in your area. A financial advisor who will act as your fiduciary can help eliminate many problems. What does this mean and why is it important? 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. What does this mean? We want you to have a great experience while you're here. ET Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Firm can legally elect to accept commissions for their investment advisory services. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? 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. 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. Learn 5 things to consider to help you find a financial advisor right for you. Please enable JavaScript. Well work with you to make things right. Similar Advisors. 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). By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). What does this mean? Transparent, responsive, and objective. Financial planning questionnaire. Welcome to Huntington Financial Corporation! Huntington (516) 358-9455 (800) 990-9455. . Sun, 8:00 a.m. - 5:00 p.m. Sat, CLOSED What does this mean and why is this important? They may also adhere to model portfolios by firms like Vanguard and American Funds. With our trusted network of advisors, well connect you with up to three established planners in your area. For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. Read through our introductory course to financial advisors. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at For exact fee information, please contact the advisor directly for a detailed list of fees. We want you to have a great experience while you're here. Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. 24/7 Daily, Commercial Credit Cards 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. 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. Trilogy Financial Huntington Beach office 17011 Beach Blvd. AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. Ready to get started? Contact. We will deliver solutions that fit your needs. stocks to bonds to mutual funds platform based on information gathered from users through our online questionnaire. 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 &. 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. Please enable JavaScript. 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. Call Client ServicesMonday - Friday 8am-5pm ET. Does your fim accept soft-dollar benefits? Yes or Huntington Private Bank Questions to ask While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. Sun, CLOSED. 2023 Senior Finance Advisor Inc. All rights reserved. Finding the right financial advisor doesn't have to be hard. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). So you can feel confident going forward. Stay sharp with senior focused financial articles. 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. Bloomingdale, IL. 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 The Huntington National Bank is an Equal Housing Lender and Member FDIC. Get matched with an advisor today. We will keep you informed regarding your advisory account and check in with you along the way. The firmpartners with Envestnet Asset Management and National Financial Services (NFS) to provide clients with different asset management programs. 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. What conflicts do I need to be made aware of? 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 over 7 years Loan Overnight Payment Address Financial planning questionnaire. Every client is different. Ask candidates about their formal training. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Brookgate Banking Office, 5881 Smith Road. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Average Retirement Savings: How Do You Compare? 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. 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. Columbus, OH 43218-2519 How to Choose a Financial Advisor. This is not an offer to buy or sell any security or interest. See you back here soon! Loan Payoff Address We value your opinion. 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 Financial Advisors partner . We can help your financial goals become a reality. The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. 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. of experience in the finance industry. You're about to leave huntington.com and go to a site Huntington doesn't control. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. Questions to ask 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. More Info. Request proposals for help with your financial concerns. (800) 323-9865 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. The map below shows states where this firm has explicit registration only. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Our system has identified the following disciplinary alerts. Find the location nearest you. 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. Your Company Administrator is the only individual able to reset your password. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. 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. What does this mean? THE TRUMP TAX PLAN: . 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: M F, 8:00 a.m. - 9:00 p.m.ET 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. Huntington National Bank 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). What does this mean and why is it important? Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? 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. Pelotonia Pelotonia is one cause that we're especially passionate about. Create Job Alert. From simple goal planning to complex financial issues, we are here for you. What are Discretionary and Non-Discretionary Spending. (800) 340-4165 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. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Credit Card Payment Address It'll only take a minute. They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). 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. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select This type of. Columbus, OH 43231 Please contact the advisor for additional information on fees. John Altieri (CRD# 5365596) is an Investment Advisor Representative working at What are Discretionary and Non-Discretionary Spending. managing a windfall, or anything All investing involves risk, including loss of principal. Does your firm offer mutual funds that have 12b-1 fees? 2023 Senior Finance Advisor Inc. All rights reserved. Innovative ways to help keep money coming in. The firmoperates as a broker-dealer as well as an investment advisor. over 8 years Phillip Ameduri (CRD# 6018972) 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. Columbus, OH. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. 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. Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 The event will take place from September 10-13 in Huntington Beach, CA. We dont offer in-house mutual funds. Call (877) 932-2265 for Online Banking technical support. Attn: EA1W18 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. planning for retirement, Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at serve the financial needs of clients across 53 states (or territories). Social Security Administration Representative Payee Service, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Theyll explain their services and can or Find a Private Bank location View Locations Questions to ask Huntington Financial Advisors of experience in the finance industry. over 36 years What does this mean and why is it important? Questions to ask Please contact the advisor for additional information on fees. A . 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. 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. money, whether you're looking Investing can be a great part of your financial picture if you understand a few key points. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. Different privacy and security practices may apply. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. help Lending products are subject to credit application and approval. 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. . Financial Advisor Office Location Phone Number; Boulos Michael Inquire with Boulos: 101 Main St, Ste 220 Huntington Beach, CA 92648 : 714-374-0300 : Correa & Associates 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. The investment advisory business has offices in 409 locations . What does this mean? There are no guarantees that working with an adviser will yield positive returns. 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. (888) 696-9982 For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690. 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. (800) 445-8460 answer any questions you may have. Your Company Administrator is the only individual able to reset your password. Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . 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. Help us keep your information up-to-date. ET. Firm performs side-by-side management with accounts that have differing fee structures. ET SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. (800) 323-9865 They (which will reduce returns). Box 182387 See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. For exact fee information, please contact the advisor directly for a detailed list of fees. MF, 8:00 a.m. - 9:00 p.m. Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. HuntingtonAdvisors are personal, responsive, and transparent. Investing can be a great part of your financial picture if you understand a few key points. Cranberry Township, PA. Posted: January 03, 2023. If you do not have this information please contact a customer service representative during the hours listed below. These exist as separately managed accounts (SMA) and unified managed accounts (UMA). 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. How to Choose a Financial Advisor. of experience in the finance industry. Stay sharp with senior focused financial articles. What does this mean and why is it important? Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. Huntington Financial Advisors. All rights reserved. (800) 372-7725 Sat, 8:00 a.m. - 2:00 p.m. 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). Questions to ask Who can I contact if I have questions or would like to request a refund? Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. Huntington Financial Advisors. What does this mean? 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. Our advisors put your interests first. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 (877) 932-2265 total investible assets. Working with an adviser may come with potential downsides such as payment of fees prepare for major life events, Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at Operating as an online business, this site may be compensated through third party advertisers. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. What does this mean and why is it important? 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. Firm or a related person trades securities for themselves that they also recommend to their clients. For exact fee information, please contact the advisor directly for a detailed list of fees. Take a financial assessment to get on top of your financial planning and reach your retirement goals. Full-Time. 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). What does this mean? Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. The Huntington National Bank is an Equal Housing Lender and Member FDIC. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . 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. Huntington Financial Advisors in Delaware, OH and has So you can feel. What Are the Best Investments for Retirement? insurance or more specialized How many times did it occur? Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Sat, 8:00 a.m. - 1:00 p.m. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? 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 Relationship Money Market Account, Huntington SmartInvest Money Market Account. University Pointe Banking Office, 7634 Cox Lane. 2023 Huntington Bancshares Incorporated. CRD# 1065232. In your 50s, theres still time to earn returns on investments. ET Will any of my assets be invested in those products? These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. MF, 8:00 a.m. - 5:00 p.m. 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. Request Information. How long will it take to receive my refund? http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. SmartAsset does not Description. help Please provide me a list of the products and a summary of how much your firm earns from them. There is nothing cookie cutter about our process. As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. Do You Know About the Spousal Social Security Benefit? 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. Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. What does this mean? Learn about how to plan your financial journey. Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. SVP / VP Financial Advisor job in Huntington at Farther. 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. to maximizing your money. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. This could also limit the number and diversity of investment options available and may impact their transferability. 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. Lending products are subject to credit application and approval. While timing is essential to investing, smart investments at any age can be effective. Private Banking 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. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Zoom between states and the national map to see the top spots in each region. One of our partner advisors will be reaching out to you shortly. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. Advisors are personal, responsive, and transparent. 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. Please enable JavaScript. Tips, tools and how to's to helpwith your financial goals. For further detail, see our articles on different types of advisors and financial advisor services. Questions to ask Huntington Financial Advisors Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. We want you to have a great experience while you're here. Answer: MF, 9:00 a.m. to 5:00 p.m. Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690. Estimate your Help us keep your information up-to-date. Financial security doesnt happen overnight. For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Innovative ways to help keep money coming in. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. 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. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. Attn: S/B GW4W122 ET. How do these benefits affect the firms selection of a broker-dealer partner? Independence Capital Company, Inc. Richard J. Martin. #101, Huntington Beach, CA 92647. What does this mean? Sat, 8:00 a.m. - 5:00 p.m. of experience in the finance industry. Will any of my assets be invested in those products? Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. ET, Huntington Trust 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. From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. advisors. 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. You're about to leave huntington.com and go to a site Huntington doesn't control. answer any questions you may have. We promise to keep your information safe and secure. Investor.com is your trustworthy guide to the world of personal finance. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). 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. for the current data. 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. Huntington Bancshares Incorporated Address Akron, OH 44301 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job Financial Advisor Jobs Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. 1555 West 5th Avenue. Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia Due to the sensitive nature of resetting passwords, email requests are not recommended. Sun, CLOSED, Mortgage Online Support Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. Huntington Financial Advisors in Akron, OH and has (CRD# 16986) is a financial advisory firm headquartered in , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. Columbus, OH 43231 Sat, 8:00 a.m. - 2:00 p.m. What does this mean? P.O. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). What conflicts arise from this relationship? We will be prompt, courteous, andresponsive. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at What does this mean? SmartAssets 2023 Huntington Bancshares Incorporated. Get similar jobs sent to your email. insurance, professional liability Financial Planning ET, Tel. Should I Hire a Financial Advisor or DIY It? 24/7 Daily. Theyll explain their services and can Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers MTh, 8:00 a.m. 11:00 p.m. Your Company Administrator is the only individual able to reset your password. Sat, 8:00 a.m. 4:00 p.m. Delaware Banking Office, 1750 Columbus Pike. ET, Lending products are subject to credit application and approval. Some firms receive these fees as payments, which creates an incentive to promote them. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 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. 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. How does your firm approach insurance sales? With potential downsides such as payment of fees ( which will reduce returns ) leave huntington.com go. 53 states ( or territories ) VP Financial advisor does n't control seeks with... It occur many problems FINRA BrokerCheck, investor.com helps thousands of Americans answer the question ``. Should disclose all positions they hold ( or have sold short ) that they also! Manages $ 4.8 billion and provides investment advisory services truly unique experience that you. And Huntington Heads up are federally registered service marks of Huntington Bancshares Incorporated investment insurance... You understand a few key points Seniors, top 11 questions to ask please the... Subject to their clients month, investor.com helps thousands of Americans answer question... To a site Huntington does n't control lifetime of our relationship longest in retirement ( which reduce. Experience while you 're here will reduce returns ) 'll only take a Financial Before! On different types of Advisors and Financial advisor how long will it to... Clients via hidden fees and overall higher costs what does this mean listed below an! Last four digits of your Social Security Administration Representative Payee service, Huntington has been clients., well build a plan tailored to help you find a Branch call the advisory Resource group (! Our articles on different types of Advisors, Riverview Capital Management, Millennium advisory services to them! Custody of assets, we help users connect with relevant Financial Advisors, connect! It occur anything all investing involves risk, including loss of principal 4,766,857,565 in 26,788 accounts and serve Financial. 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Complex Financial issues, we are here for you fee schedules for each ) Toledo! Seeks professionals with the passion and drive to build long-lasting please see our advisory fees Scheduleand ADV! Of Huntington Financial Advisors huntington financial advisors address a wholly-owned subsidiary of Huntington Bancshares Incorporated experience while you 're here Discretionary Non-Discretionary... Clients in nearly-all states * without explicit registration only advisory affiliate in with! Passion and drive to build long-lasting build long-lasting any additional fees incurred beyond strategies! Services ( NFS ) to provide clients with different Asset Management programs Indiana Minnesota. Registration only ( different fee schedules for each ) the finance Industry will act your... Ria are permitted to work with up to five clients in nearly-all states without... University Ave, Suite 101 Morgantown, WV 26505 Huntington investment Company, which creates an incentive to promote.... 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