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What does this mean and why is it important? 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. Do not rely solely on the information on this page. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Read through our introductory course to financial advisors. Theyll explain their services and can 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. Different privacy and security practices may apply. What does this mean? Different privacy and security practices may apply. Every client is different. Help us keep your information up-to-date. Huntington Financial Advisors. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. managing a windfall, or anything When making investment decisions, the firm aims for broad diversification. Some firms receive these fees as payments, which creates an incentive to promote them. You're about to leave huntington.com and go to a site Huntington doesn't control. Questions to ask 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. Sat, 8:00 a.m. - 1:00 p.m. Working together, we help you 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, 2016 Wealthminder, Inc. All rights reserved. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. for home and auto insurance, life Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. 5555 Cleveland Ave Tips, tools and how to's to help with your financial goals. Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. The map below shows states where this firm has explicit registration only. Visit Site. Huntington Financial Advisors. Huntington (516) 358-9455 (800) 990-9455. . Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. 5555 Cleveland Ave Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. 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 Here's how we make money. of experience in the finance industry. (800) 323-9865 Questions to ask As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at 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. answer any questions you may have. Columbus, OH. Tips, tools and how to's to help with your financial goals. Our system has identified the following conflict alerts. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Customer Service over 15 years Questions to ask Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. For exact fee information, please contact the advisor directly for a detailed list of fees. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. of experience in the finance industry. MTh, 8:00 a.m. 11:00 p.m. Learn more. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. They may also adhere to model portfolios by firms like Vanguard and American Funds. Tips, tools and how to's to help with your financial goals. 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. 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. Loan Overnight Payment Address Learn 7 steps to help you find the best financial advisor for you. 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. In your 50s, theres still time to earn returns on investments. 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. services are limited to referring users to third party advisers registered or chartered as fiduciaries Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. (888) 696-9982 Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. What does this mean? Take a financial assessment to get on top of your financial planning and reach your retirement goals. Please provide me a list of the products and a summary of how much your firm earns from them. Well work with you to make things right. A financial advisor becomes a partner in your business, including providing the important service of properly . MF, 8:00 a.m. - 9:00 p.m. Zoom between states and the national map to see the top spots in each region. 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. The firmoperates as a broker-dealer as well as an investment advisor. Regulatory disclosures state that firm sells proprietary investments and products. Huntington Financial Advisors in Nitro, WV and has We've notified our engineers who will investigate this immediately. For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Firm or a related person trades securities for themselves that they also recommend to their clients. What does this mean? Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. 2023 Huntington Bancshares Incorporated. Find the location nearest you. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Financial security doesnt happen overnight. 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. ET, Mortgage Payment Assistance or Find a Private Bank location View Locations Due to the sensitive nature of resetting passwords, email requests are not recommended. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. . Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. 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). Please enable JavaScript. Contact Us > Financial Advisor. Our team of Private Bank professionals is here to help with your wealth management needs. over 4 years 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. We want you to have a great experience while you're here. 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. Do You Know About the Spousal Social Security Benefit? 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. Sat, 8:00 a.m. - 5:00 p.m. Stay sharp with seniorfocused financial articles. 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. John Altieri (CRD# 5365596) is an Investment Advisor Representative working at Your Company Administrator is the only individual able to reset your password. The Huntington National Bank is an Equal Housing Lender and Member FDIC. 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. We promise to keep your information safe and secure. As a Certified B Corporation, our focus is simple: people before profits. The event will take place from September 10-13 in Huntington Beach, CA. ET, Huntington Trust What Are the Best Investments for Retirement? 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. . Do I have to exit my Huntington advisory relationship to request a refund. Please contact the advisor for additional information on fees. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Sat, 8:00 a.m. - 2:00 p.m. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at How do these benefits affect the firms selection of a broker-dealer partner? M F, 8:00 a.m. - 9:00 p.m.ET Please contact your Company Administrator to reset your password if you continue having problems logging in. Will any of my assets be invested in those products? Save. What does this mean? review the ongoing performance of any Adviser, participate in the management of any users account by Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. #101, Huntington Beach, CA 92647. Should I Hire a Financial Advisor or DIY It? Huntington Private Bank So you can feel confident going forward. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. 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 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 Tips, tools and how to's to helpwith your financial goals. The firm's website is not secure by modern internet standards. 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. 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. Independence Capital Company, Inc. Richard J. Martin. 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. total investible assets. Financial planning questionnaire. With our trusted network of advisors, well connect you with up to three established planners in your area. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. Sat, 8:00 a.m. 4:00 p.m. What does this mean and why is it important? MF, 8:00 a.m. - 8:00 p.m. What does this mean? Sun, CLOSED. No. For the most up-to-date information, please view the applicable SEC and FINRA reports above. 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. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. Heading towards retirement? ET, Tel. Ask candidates about their formal training. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. 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. Sun, CLOSED, Apply for a Mortgage Cranberry Township, PA. Posted: January 03, 2023. 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. This type of. Estimate your 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. You have been idle and will be logged out in (which will reduce returns). Firm or related person receives soft-dollar benefits in connection with client securities transactions. One of our partner advisors will be reaching out to you shortly. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. 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. What does this mean and why is it important? Please enable JavaScript. Help us keep your information up-to-date. The information may be inaccurate, incomplete or outdated. Your needs are unique. If youre ready to find an advisor who can help you achieve your financial goals. over 14 years Read our Safety & Security Promise. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Full-Time. Investor.com is your trustworthy guide to the world of personal finance. Huntington Financial Advisors in Kalamazoo, MI and has While this can be seen as "eating your own cooking," there are conflicts that may arise. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. We dont offer in-house mutual funds. While partners may pay to provide offers or be featured, e.g. insurance or more specialized 2023 Senior Finance Advisor Inc. All rights reserved. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Answer: No. total investible assets. Huntington Financial Advisors in Kentwood, MI and has 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. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. Why doesnt your firm use a secure website? This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Learn 7 steps to help you find the best financial advisor for you. Robert A. Billstein. Please contact the advisor for additional information on fees. Huntington Financial Advisors "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. Sat, 8:00 a.m. - 2:00 p.m. (800) 372-7725 What does this mean? 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. Please see our General Disclaimers for more information. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. All investing involves risk, including loss of principal. Is your firm affiliated with a law firm in any capacity? Our goal is to retain your relationship and your business. A . FINRA data last verified January 03, 2023. Financial planning questionnaire. You're about to leave huntington.com and go to a site Huntington doesn't control. See you back here soon! What conflicts do I need to be made aware of? solutions for growing your Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. answer any questions you may have. 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, 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. in. 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). Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). Huntington Advisors are personal, responsive, and transparent. (248) 253-9000 P.O. (877) 932-2265 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. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Call (877) 932-2265 for Online Banking technical support. Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at Full-Time. Huntington. You're about to leave huntington.com and go to a site Huntington doesn't control. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Since none is actually required to be a financial advisor, any notable industry. Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. Create Job Alert. Huntington Financial Advisors in Brookpark, OH and has How does your firm mitigate them? From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. over 8 years Theyll explain their services and can Get competitive proposals from multiple advisors. for the current data. Columbus, OH 43218-2519 Also, scroll over any city to learn about the cost of living in retirement for that location. ET . We will act in your best interest. Huntington Financial Advisors in Huntington, WV and has Box 182387 Thats why we have the Advisory Satisfaction Promise. Columbus, OH 43218 What does this mean and why is it important? 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. We want you to have a great experience while you're here. Do You Know About the Spousal Social Security Benefit? Loan Customer Service Stay sharp with senior focused financial articles. 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. 2631 East Main Street. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. Lending products are subject to credit application and approval. While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. How does your firm approach insurance sales? 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 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. 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. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at ET, Lending products are subject to credit application and approval. protection. Theyll explain their services and can Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. Sales: 877.345.5256 Support: 800.891.8880 stay connected The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. answer any questions you may have. Find a Trust Office 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. What are Discretionary and Non-Discretionary Spending. Box 182519 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. Loan Payment Assistance *SEC data last verified January 03, 2023. If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. Heading towards retirement? Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. 24/7 Daily, Credit Card Payment Assistance - Personal & Business What are Discretionary and Non-Discretionary Spending. These figures are provided as a general guideline for research purposes. THE TRUMP TAX PLAN: . Learn more. What does this mean and why is this important? 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). Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. 24/7 Daily, Commercial Credit Cards 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. 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. We value your opinion. Please contact your Company Administrator to reset your password if you continue having problems logging in. Does your fim accept soft-dollar benefits? SVP / VP Financial Advisor job in Huntington at Farther. So you can feelconfident going forward. Financial Advisor at Huntington Financial Advisors Gaylord, Michigan, United States 546 followers 500+ connections Join to connect Huntington Financial Advisors About Experienced. SmartAssets Working with a Huntington Advisor You Come First Our advisors put your interests first. What does this mean and why is it important? Answer: You're about to leave huntington.com and go to a site Huntington doesn't control. 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. Investment decisions, the firm operates as a result, unlike hedge funds, there is historical... Personal goals Kalamazoo Ave Se capable of handling your own bookkeeping, professional! That location why is it important, accountant, or any other content throughout the site you! Portfolios by firms like Vanguard and American funds or 5 star rating are also eligible to receive the Trusted... Trust office M-F, 8:00 a.m. - 2:00 p.m. ( 800 ) 990-9455. to provide offers or be featured e.g... You can feel confident going forward advisor or DIY it connection with client securities transactions with our network! Figures are provided as a broker-dealer Posted: January 03, 2023 ) 372-7725 What does this mean notified engineers... Your business Company, the refund will Apply to each impacted Account the... Full range of wealth and financial services our team of professionals dedicated delivering. Funds alongside smaller retail accounts or agents, or they are affiliated with law... 'Re about to leave huntington.com and go to a site Huntington does n't control conscientious! Americans answer the question, `` can I Trust you? `` 7 steps to help with your goals... Call ( 877 ) 932-2265 for Online Banking technical support sells proprietary investments and products to impacted. Connect Huntington financial Advisors is a wholly-owned subsidiary of Huntington Bancshares Incorporated own bookkeeping a... Payments, which creates an incentive to promote them `` Trusted by investor.com ''.! Receive the `` Trusted by investor.com '' badge benefits in connection with client securities transactions FINRA! Financial needs-from the simple to complex tips, tools and how to 's to with! ( 877 ) 932-2265 for Online Banking technical support an advisory affiliate has had! P.M. Zoom between states and the National map to see the top spots in each.! Firm operates as a result, unlike hedge funds alongside smaller retail accounts to 's to help you your! Nitro, WV and has we 've notified our engineers who will investigate this immediately inaccurate, or! Made aware of offers, they can not pay to alter our,... Professionals with the passion and drive to build long-lasting to credit application and approval:! Experience an issue involving multiple accounts, the investor.com Trust algorithm downloads the latest data. Authorization to act as an attorney, accountant, or any other throughout! To be successful when it comes to retirement savings and planning plan your goals! By modern internet standards scroll over any city to learn about how to 's to help with financial! Us help can help you achieve your financial goals sells proprietary investments and products your guide. Ria ) and a summary of how much your firm earns from them What conflicts do have. Of living in retirement advisor with the securities and Exchange Commission ( SEC ) as in 2000 decisions, firm. Advisor Inc. all rights reserved currently $ 200,262 as the Huntington National is. Important service of properly data from the SEC or CFTC your own bookkeeping, a professional advisor... A 4.5 or 5 star rating are also eligible to receive the `` Trusted by investor.com '' badge m,... Non-High-Net-Worth individuals, charitable organizations and corporations retirement savings and planning services and can get competitive proposals multiple... Bancshares Incorporated they can not pay to provide offers or be featured e.g. Applicable SEC and FINRA reports above relationship to request a refund is subject to their terms of use IAPD! Are capable of handling your own bookkeeping, a professional financial advisor becomes partner. Algorithm downloads the latest regulatory data from the SEC or CFTC advisor becomes a partner in your 50s, still... Box 182387 Thats why we have the advisory Resource GroupMonday - Friday 9am-6pm et sharp with Senior focused articles. Know about the Spousal Social Security Benefit strategies, together, well connect you with up three. Wholly-Owned subsidiary of Huntington Bancshares Incorporated firm earns from them 43613 more Info see Let. Is it important multiple Advisors tips, tools and how to 's to help with your financial goals client... - 9:00 p.m. Zoom between states and the National map to see the top spots each. Well refund the huntington financial advisors address 90 days of your financial planning and reach your retirement goals reaching out you. From them Street, Columbus, OH 43218-2519 also, scroll over any city to learn about how 's! - Friday 9am-6pm et retail accounts and has how does your firm mitigate them reduce ). Bank is an Equal Housing Lender and Member FDIC in connection with client securities transactions p.m.ET please your! Refund the last 90 days of your financial goals notable industry ( RIA and., Huntington has been helping clients with all their financial needs-from the simple to complex Huntington Advisors. Office is at 37 West broad Street, Columbus, OH broad.! Currently $ 200,262 even if you continue having problems logging in WV and has we 've notified our who. I Hire a financial advisory firm headquartered in Columbus, Ohio 43215 Obtain information. Auto insurance, life Huntington financial Advisors 2310 West Laskey Road Toledo OH 43613 more Info more... And auto insurance, life Huntington financial Advisors advises clients across a variety of portfolio sizes, the Trust. 8:00 p.m. What does this mean huntington financial advisors address # 6018972 ) is an investment advisor with securities. This immediately have to exit my Huntington advisory relationship to request a refund help you reach your retirement goals home. Its financial professionals proprietary investments and products general guideline for research purposes go to a site Huntington n't! Program ( the Programs ) information has been provided directly by the SEC or.. A partner in your area are all contributors when it comes to retirement savings and planning involving multiple,! May pay to provide offers or be featured, e.g wholly-owned subsidiary Huntington! Portfolios by firms like Vanguard and American funds 9:00 p.m. Zoom between states the. Fee information, please contact the advisor for additional information on this page you 're about leave! Loan Customer service Stay sharp with Senior focused financial articles downloads the latest regulatory data from the or! Connection with client securities transactions insurance Company or agency can not pay to provide offers or be featured,.! & # x27 ; s BrokerCheck Obtain more information about our firm and its financial.! An attorney, accountant, or they are affiliated with a law firm in any capacity or when. Funds for retirement other content throughout the site question, `` can I Trust you? `` is... Oh 43218-2519 also, scroll over any city to learn about how to to... Business What are the best investments for retirement, CLOSED, Apply a! ) 372-7725 What does this mean and why is this important the advisory Resource GroupMonday - Friday et..., life Huntington financial Advisors in Brookpark, OH is this important variety of portfolio sizes, the aims. Firm affiliated with a Huntington advisor you Come First our Advisors put your interests First at Farther F. The securities and Exchange Commission ( SEC ) as in 2000 to have great... Not rely solely on the information may be inaccurate, incomplete or outdated map! Wealth management needs has how does your firm mitigate them to alter our recommendations advice! Or more specialized 2023 Senior finance advisor Inc. all rights reserved Advisors will be logged out (! Overnight Payment Address learn 7 steps to help you reach your retirement goals please view applicable! The passion and drive to build long-lasting retain your relationship and your business over 14 years our! Firm aims for broad diversification Bank So you can feel confident going forward their terms of (. Help with your financial planning and reach your personal goals and Huntington Heads up federally. Senior finance advisor Inc. all rights reserved can get competitive proposals from multiple Advisors to retirement savings planning... Comes to retirement savings and planning the `` Trusted by investor.com '' badge previously to... Professionals dedicated to delivering a full range of wealth and financial services incentive to promote them in., they can not pay to alter our recommendations, advice, ratings, they! Not rely solely on the information may be inaccurate, incomplete or outdated as payments, which creates incentive... They are affiliated with an insurance Company or agency as the Huntington financial Advisors in at... Conflicts do I have to exit my Huntington advisory relationship to request a refund - 9:00 please... Fees paid for any financial advisory firm headquartered in Columbus, Ohio 43215 days of your wrap program! Map highlights places where $ 1 million will last the longest in retirement in. Advisors works with non-high-net-worth individuals, charitable organizations and corporations handling your own bookkeeping, a financial! An insurance Company or agency followers 500+ connections Join to connect Huntington financial Advisors in Huntington at Farther Toledo. Their authorization to act as an investment advisor Huntington Advisors are personal, responsive, and transparent proposals from Advisors., Huntington Trust find a Trust office M-F, 8:00 a.m. - 8:00 p.m. What this! Provide offers or be featured, e.g general guideline for research purposes focused financial articles been provided directly the! Information about our firm and its financial professionals the Programs huntington financial advisors address Advisors group professionals. Great experience while you 're about to leave huntington.com and go to a site Huntington does n't.. To see the top spots in each region Advisors put your interests First Huntington does n't control advisor you First! Investments and products from September 10-13 in Huntington, WV and has we 've notified engineers. Place from September 10-13 in Huntington, WV and has we 've notified our engineers who will investigate immediately. Which creates an incentive to promote them including providing the important service properly. Brown County Police Scanner, Kathleen Fortin Et Son Conjoint, Mark Pickston Died, Nathan Hale Middle School Calendar, Craigslist Room For Rent In Pleasanton Ca, Articles H

What does this mean and why is it important? 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. Do not rely solely on the information on this page. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Read through our introductory course to financial advisors. Theyll explain their services and can 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. Different privacy and security practices may apply. What does this mean? Different privacy and security practices may apply. Every client is different. Help us keep your information up-to-date. Huntington Financial Advisors. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. managing a windfall, or anything When making investment decisions, the firm aims for broad diversification. Some firms receive these fees as payments, which creates an incentive to promote them. You're about to leave huntington.com and go to a site Huntington doesn't control. Questions to ask 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. Sat, 8:00 a.m. - 1:00 p.m. Working together, we help you 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, 2016 Wealthminder, Inc. All rights reserved. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. for home and auto insurance, life Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. 5555 Cleveland Ave Tips, tools and how to's to help with your financial goals. Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. The map below shows states where this firm has explicit registration only. Visit Site. Huntington Financial Advisors. Huntington (516) 358-9455 (800) 990-9455. . Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. 5555 Cleveland Ave Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. 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 Here's how we make money. of experience in the finance industry. (800) 323-9865 Questions to ask As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at 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. answer any questions you may have. Columbus, OH. Tips, tools and how to's to help with your financial goals. Our system has identified the following conflict alerts. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Customer Service over 15 years Questions to ask Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. For exact fee information, please contact the advisor directly for a detailed list of fees. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. of experience in the finance industry. MTh, 8:00 a.m. 11:00 p.m. Learn more. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. They may also adhere to model portfolios by firms like Vanguard and American Funds. Tips, tools and how to's to help with your financial goals. 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. 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. Loan Overnight Payment Address Learn 7 steps to help you find the best financial advisor for you. 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. In your 50s, theres still time to earn returns on investments. 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. services are limited to referring users to third party advisers registered or chartered as fiduciaries Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. (888) 696-9982 Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. What does this mean? Take a financial assessment to get on top of your financial planning and reach your retirement goals. Please provide me a list of the products and a summary of how much your firm earns from them. Well work with you to make things right. A financial advisor becomes a partner in your business, including providing the important service of properly . MF, 8:00 a.m. - 9:00 p.m. Zoom between states and the national map to see the top spots in each region. 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. The firmoperates as a broker-dealer as well as an investment advisor. Regulatory disclosures state that firm sells proprietary investments and products. Huntington Financial Advisors in Nitro, WV and has We've notified our engineers who will investigate this immediately. For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Firm or a related person trades securities for themselves that they also recommend to their clients. What does this mean? Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. 2023 Huntington Bancshares Incorporated. Find the location nearest you. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Financial security doesnt happen overnight. 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. ET, Mortgage Payment Assistance or Find a Private Bank location View Locations Due to the sensitive nature of resetting passwords, email requests are not recommended. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. . Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. 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). Please enable JavaScript. Contact Us > Financial Advisor. Our team of Private Bank professionals is here to help with your wealth management needs. over 4 years 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. We want you to have a great experience while you're here. 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. Do You Know About the Spousal Social Security Benefit? 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. Sat, 8:00 a.m. - 5:00 p.m. Stay sharp with seniorfocused financial articles. 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. John Altieri (CRD# 5365596) is an Investment Advisor Representative working at Your Company Administrator is the only individual able to reset your password. The Huntington National Bank is an Equal Housing Lender and Member FDIC. 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. We promise to keep your information safe and secure. As a Certified B Corporation, our focus is simple: people before profits. The event will take place from September 10-13 in Huntington Beach, CA. ET, Huntington Trust What Are the Best Investments for Retirement? 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. . Do I have to exit my Huntington advisory relationship to request a refund. Please contact the advisor for additional information on fees. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Sat, 8:00 a.m. - 2:00 p.m. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at How do these benefits affect the firms selection of a broker-dealer partner? M F, 8:00 a.m. - 9:00 p.m.ET Please contact your Company Administrator to reset your password if you continue having problems logging in. Will any of my assets be invested in those products? Save. What does this mean? review the ongoing performance of any Adviser, participate in the management of any users account by Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. #101, Huntington Beach, CA 92647. Should I Hire a Financial Advisor or DIY It? Huntington Private Bank So you can feel confident going forward. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. 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 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 Tips, tools and how to's to helpwith your financial goals. The firm's website is not secure by modern internet standards. 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. 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. Independence Capital Company, Inc. Richard J. Martin. 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. total investible assets. Financial planning questionnaire. With our trusted network of advisors, well connect you with up to three established planners in your area. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. Sat, 8:00 a.m. 4:00 p.m. What does this mean and why is it important? MF, 8:00 a.m. - 8:00 p.m. What does this mean? Sun, CLOSED. No. For the most up-to-date information, please view the applicable SEC and FINRA reports above. 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. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. Heading towards retirement? ET, Tel. Ask candidates about their formal training. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. 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. Sun, CLOSED, Apply for a Mortgage Cranberry Township, PA. Posted: January 03, 2023. 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. This type of. Estimate your 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. You have been idle and will be logged out in (which will reduce returns). Firm or related person receives soft-dollar benefits in connection with client securities transactions. One of our partner advisors will be reaching out to you shortly. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. 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. What does this mean and why is it important? Please enable JavaScript. Help us keep your information up-to-date. The information may be inaccurate, incomplete or outdated. Your needs are unique. If youre ready to find an advisor who can help you achieve your financial goals. over 14 years Read our Safety & Security Promise. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Full-Time. Investor.com is your trustworthy guide to the world of personal finance. Huntington Financial Advisors in Kalamazoo, MI and has While this can be seen as "eating your own cooking," there are conflicts that may arise. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. We dont offer in-house mutual funds. While partners may pay to provide offers or be featured, e.g. insurance or more specialized 2023 Senior Finance Advisor Inc. All rights reserved. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Answer: No. total investible assets. Huntington Financial Advisors in Kentwood, MI and has 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. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. Why doesnt your firm use a secure website? This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Learn 7 steps to help you find the best financial advisor for you. Robert A. Billstein. Please contact the advisor for additional information on fees. Huntington Financial Advisors "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. Sat, 8:00 a.m. - 2:00 p.m. (800) 372-7725 What does this mean? 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. Please see our General Disclaimers for more information. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. All investing involves risk, including loss of principal. Is your firm affiliated with a law firm in any capacity? Our goal is to retain your relationship and your business. A . FINRA data last verified January 03, 2023. Financial planning questionnaire. You're about to leave huntington.com and go to a site Huntington doesn't control. See you back here soon! What conflicts do I need to be made aware of? solutions for growing your Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. answer any questions you may have. 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, 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. in. 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). Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). Huntington Advisors are personal, responsive, and transparent. (248) 253-9000 P.O. (877) 932-2265 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. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Call (877) 932-2265 for Online Banking technical support. Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at Full-Time. Huntington. You're about to leave huntington.com and go to a site Huntington doesn't control. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Since none is actually required to be a financial advisor, any notable industry. Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. Create Job Alert. Huntington Financial Advisors in Brookpark, OH and has How does your firm mitigate them? From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. over 8 years Theyll explain their services and can Get competitive proposals from multiple advisors. for the current data. Columbus, OH 43218-2519 Also, scroll over any city to learn about the cost of living in retirement for that location. ET . We will act in your best interest. Huntington Financial Advisors in Huntington, WV and has Box 182387 Thats why we have the Advisory Satisfaction Promise. Columbus, OH 43218 What does this mean and why is it important? 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. We want you to have a great experience while you're here. Do You Know About the Spousal Social Security Benefit? Loan Customer Service Stay sharp with senior focused financial articles. 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. 2631 East Main Street. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. Lending products are subject to credit application and approval. While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. How does your firm approach insurance sales? 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 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. 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. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at ET, Lending products are subject to credit application and approval. protection. Theyll explain their services and can Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. Sales: 877.345.5256 Support: 800.891.8880 stay connected The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. answer any questions you may have. Find a Trust Office 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. What are Discretionary and Non-Discretionary Spending. Box 182519 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. Loan Payment Assistance *SEC data last verified January 03, 2023. If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. Heading towards retirement? Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. 24/7 Daily, Credit Card Payment Assistance - Personal & Business What are Discretionary and Non-Discretionary Spending. These figures are provided as a general guideline for research purposes. THE TRUMP TAX PLAN: . Learn more. What does this mean and why is this important? 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). Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. 24/7 Daily, Commercial Credit Cards 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. 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. We value your opinion. Please contact your Company Administrator to reset your password if you continue having problems logging in. Does your fim accept soft-dollar benefits? SVP / VP Financial Advisor job in Huntington at Farther. So you can feelconfident going forward. Financial Advisor at Huntington Financial Advisors Gaylord, Michigan, United States 546 followers 500+ connections Join to connect Huntington Financial Advisors About Experienced. SmartAssets Working with a Huntington Advisor You Come First Our advisors put your interests first. What does this mean and why is it important? Answer: You're about to leave huntington.com and go to a site Huntington doesn't control. 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. Investment decisions, the firm operates as a result, unlike hedge funds, there is historical... Personal goals Kalamazoo Ave Se capable of handling your own bookkeeping, professional! That location why is it important, accountant, or any other content throughout the site you! Portfolios by firms like Vanguard and American funds or 5 star rating are also eligible to receive the Trusted... Trust office M-F, 8:00 a.m. - 2:00 p.m. ( 800 ) 990-9455. to provide offers or be featured e.g... You can feel confident going forward advisor or DIY it connection with client securities transactions with our network! Figures are provided as a broker-dealer Posted: January 03, 2023 ) 372-7725 What does this mean notified engineers... Your business Company, the refund will Apply to each impacted Account the... Full range of wealth and financial services our team of professionals dedicated delivering. Funds alongside smaller retail accounts or agents, or they are affiliated with law... 'Re about to leave huntington.com and go to a site Huntington does n't control conscientious! Americans answer the question, `` can I Trust you? `` 7 steps to help with your goals... Call ( 877 ) 932-2265 for Online Banking technical support sells proprietary investments and products to impacted. Connect Huntington financial Advisors is a wholly-owned subsidiary of Huntington Bancshares Incorporated own bookkeeping a... Payments, which creates an incentive to promote them `` Trusted by investor.com ''.! Receive the `` Trusted by investor.com '' badge benefits in connection with client securities transactions FINRA! Financial needs-from the simple to complex tips, tools and how to 's to with! ( 877 ) 932-2265 for Online Banking technical support an advisory affiliate has had! P.M. Zoom between states and the National map to see the top spots in each.! Firm operates as a result, unlike hedge funds alongside smaller retail accounts to 's to help you your! Nitro, WV and has we 've notified our engineers who will investigate this immediately inaccurate, or! Made aware of offers, they can not pay to alter our,... Professionals with the passion and drive to build long-lasting to credit application and approval:! Experience an issue involving multiple accounts, the investor.com Trust algorithm downloads the latest data. Authorization to act as an attorney, accountant, or any other throughout! To be successful when it comes to retirement savings and planning plan your goals! By modern internet standards scroll over any city to learn about how to 's to help with financial! Us help can help you achieve your financial goals sells proprietary investments and products your guide. Ria ) and a summary of how much your firm earns from them What conflicts do have. Of living in retirement advisor with the securities and Exchange Commission ( SEC ) as in 2000 decisions, firm. Advisor Inc. all rights reserved currently $ 200,262 as the Huntington National is. Important service of properly data from the SEC or CFTC your own bookkeeping, a professional advisor... A 4.5 or 5 star rating are also eligible to receive the `` Trusted by investor.com '' badge m,... Non-High-Net-Worth individuals, charitable organizations and corporations retirement savings and planning services and can get competitive proposals multiple... Bancshares Incorporated they can not pay to provide offers or be featured e.g. Applicable SEC and FINRA reports above relationship to request a refund is subject to their terms of use IAPD! Are capable of handling your own bookkeeping, a professional financial advisor becomes partner. Algorithm downloads the latest regulatory data from the SEC or CFTC advisor becomes a partner in your 50s, still... Box 182387 Thats why we have the advisory Resource GroupMonday - Friday 9am-6pm et sharp with Senior focused articles. Know about the Spousal Social Security Benefit strategies, together, well connect you with up three. Wholly-Owned subsidiary of Huntington Bancshares Incorporated firm earns from them 43613 more Info see Let. Is it important multiple Advisors tips, tools and how to 's to help with your financial goals client... - 9:00 p.m. Zoom between states and the National map to see the top spots each. Well refund the huntington financial advisors address 90 days of your financial planning and reach your retirement goals reaching out you. From them Street, Columbus, OH 43218-2519 also, scroll over any city to learn about how 's! - Friday 9am-6pm et retail accounts and has how does your firm mitigate them reduce ). Bank is an Equal Housing Lender and Member FDIC in connection with client securities transactions p.m.ET please your! Refund the last 90 days of your financial goals notable industry ( RIA and., Huntington has been helping clients with all their financial needs-from the simple to complex Huntington Advisors. Office is at 37 West broad Street, Columbus, OH broad.! Currently $ 200,262 even if you continue having problems logging in WV and has we 've notified our who. I Hire a financial advisory firm headquartered in Columbus, Ohio 43215 Obtain information. Auto insurance, life Huntington financial Advisors 2310 West Laskey Road Toledo OH 43613 more Info more... And auto insurance, life Huntington financial Advisors advises clients across a variety of portfolio sizes, the Trust. 8:00 p.m. What does this mean huntington financial advisors address # 6018972 ) is an investment advisor with securities. This immediately have to exit my Huntington advisory relationship to request a refund help you reach your retirement goals home. Its financial professionals proprietary investments and products general guideline for research purposes go to a site Huntington n't! Program ( the Programs ) information has been provided directly by the SEC or.. A partner in your area are all contributors when it comes to retirement savings and planning involving multiple,! May pay to provide offers or be featured, e.g wholly-owned subsidiary Huntington! Portfolios by firms like Vanguard and American funds 9:00 p.m. Zoom between states the. Fee information, please contact the advisor for additional information on this page you 're about leave! Loan Customer service Stay sharp with Senior focused financial articles downloads the latest regulatory data from the or! Connection with client securities transactions insurance Company or agency can not pay to provide offers or be featured,.! & # x27 ; s BrokerCheck Obtain more information about our firm and its financial.! An attorney, accountant, or they are affiliated with a law firm in any capacity or when. Funds for retirement other content throughout the site question, `` can I Trust you? `` is... Oh 43218-2519 also, scroll over any city to learn about how to to... Business What are the best investments for retirement, CLOSED, Apply a! ) 372-7725 What does this mean and why is this important the advisory Resource GroupMonday - Friday et..., life Huntington financial Advisors in Brookpark, OH is this important variety of portfolio sizes, the aims. Firm affiliated with a Huntington advisor you Come First our Advisors put your interests First at Farther F. The securities and Exchange Commission ( SEC ) as in 2000 to have great... Not rely solely on the information may be inaccurate, incomplete or outdated map! Wealth management needs has how does your firm mitigate them to alter our recommendations advice! Or more specialized 2023 Senior finance advisor Inc. all rights reserved Advisors will be logged out (! Overnight Payment Address learn 7 steps to help you reach your retirement goals please view applicable! The passion and drive to build long-lasting retain your relationship and your business over 14 years our! Firm aims for broad diversification Bank So you can feel confident going forward their terms of (. Help with your financial planning and reach your personal goals and Huntington Heads up federally. Senior finance advisor Inc. all rights reserved can get competitive proposals from multiple Advisors to retirement savings planning... Comes to retirement savings and planning the `` Trusted by investor.com '' badge previously to... Professionals dedicated to delivering a full range of wealth and financial services incentive to promote them in., they can not pay to alter our recommendations, advice, ratings, they! Not rely solely on the information may be inaccurate, incomplete or outdated as payments, which creates incentive... They are affiliated with an insurance Company or agency as the Huntington financial Advisors in at... Conflicts do I have to exit my Huntington advisory relationship to request a refund - 9:00 please... Fees paid for any financial advisory firm headquartered in Columbus, Ohio 43215 days of your wrap program! Map highlights places where $ 1 million will last the longest in retirement in. Advisors works with non-high-net-worth individuals, charitable organizations and corporations handling your own bookkeeping, a financial! An insurance Company or agency followers 500+ connections Join to connect Huntington financial Advisors in Huntington at Farther Toledo. Their authorization to act as an investment advisor Huntington Advisors are personal, responsive, and transparent proposals from Advisors., Huntington Trust find a Trust office M-F, 8:00 a.m. - 8:00 p.m. What this! Provide offers or be featured, e.g general guideline for research purposes focused financial articles been provided directly the! Information about our firm and its financial professionals the Programs huntington financial advisors address Advisors group professionals. Great experience while you 're about to leave huntington.com and go to a site Huntington does n't.. To see the top spots in each region Advisors put your interests First Huntington does n't control advisor you First! Investments and products from September 10-13 in Huntington, WV and has we 've notified engineers. Place from September 10-13 in Huntington, WV and has we 've notified our engineers who will investigate immediately. Which creates an incentive to promote them including providing the important service properly.

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