(800) 323-9865 MFri, 8:00 a.m. - 7:00 p.m. Find the location nearest you. What does this mean and why is it important? How to Choose a Financial Advisor. 2023 Reink Media Group LLC. Credit Card Payment Address All investing involves risk, including loss of principal. Investor.com is your trustworthy guide to the world of personal finance. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select 2023 Huntington Bancshares Incorporated. MF, 8:00 a.m. - 8:00 p.m. loss of principal. Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. Full-Time. It is registered to provide services to investors throughout 51 U.S. states and territories. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Or, we'll refund the last 90 days of your Wrap Advisory Program fees paid for any Advisory Program (the "Programs"), as more fully described in our Advisory Fee Schedule and Form ADV Part 2A Brochure with Huntington Financial Advisors. Lending products are subject to credit application and approval. Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.com, nor shall it bias our reviews, analysis, and opinions. The map below shows states where this firm has explicit registration only. CRD# 1065232. National Advice Center Osj, 3 Cascade Plaza. Remember to check your email for a link to download our free guide, . Is your firm a broker-dealer or are you affiliated with one? Tips, tools and how to's to help with your financial goals. MF, 8:00 a.m. - 9:00 p.m. 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. When? Request proposals for help with your financial concerns. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Answer: No. We've notified our engineers who will investigate this immediately. Questions to ask Loan Payoff Address 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. Questions to ask Regulatory disclosures state that firm sells proprietary investments and products. While this can be seen as "eating your own cooking," there are conflicts that may arise. Sun, CLOSED, Mortgage Online Support Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. Private Banking Remember to check your email for a link to download our free guide, ET 410 West 10th Avenue. advisors. (866) 643-4203 Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Sun, 8:00 a.m. - 5:00 p.m. We will be prompt, courteous, andresponsive. Financial Advisors at Huntington Financial Advisors. To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at reportfraud@huntington.com. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. ET. What does this mean and why is this important? Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). Learn 7 steps to help you find the best financial advisor for you. We can help your financial goals become a reality. In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. 2023 Huntington Bancshares Incorporated. 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: money, whether you're looking Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, over 10 years For exact fee information, please contact the advisor directly for a detailed list of fees. From Working with a Huntington Advisor You Come First Our advisors put your interests first. ET, Mortgage Payment Assistance 2631 East Main Street. of experience in the finance industry. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. of experience in the finance industry. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Huntington Financial Advisors in Brookpark, OH and has Daily, 7:00 a.m. - 8:00 p.m. Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Huntington Financial Advisors in Dublin, OH and has Posted: December 30, 2022. Also, scroll over any city to learn about the cost of living in retirement for that location. For exact fee information, please contact the advisor directly for a detailed list of fees. insurance, professional liability ET Financial security doesnt happen overnight. Stay sharp with seniorfocused financial articles. As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. Do You Know About the Spousal Social Security Benefit? ET Online Trust Support for Portfolio Today answer any questions you may have. Our Advisory Satisfaction Promise to you. Columbus, OH 43231 Do You Know About the Spousal Social Security Benefit? HFA Financial Advisor - Branch Apply Location: 20276 Mack Ave Grosse Pointe Woods, MI Reference Number: R0028703 Description Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! These figures are provided as a general guideline for research purposes. 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. Please enable JavaScript. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Questions to ask The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. They may also adhere to model portfolios by firms like Vanguard and American Funds. This review was produced by SmartAsset based on publicly available information. 5555 Cleveland Ave services are limited to referring users to third party advisers registered or chartered as fiduciaries Theyll explain their services and can ET Private Bank Private Banking Find a Private Bank office M-F, 8:00 a.m. - 5:00 p.m. SmartAssets Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). 2023 Senior Finance Advisor Inc. All rights reserved. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. Please enable JavaScript. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 The Huntington National Bank is an Equal Housing Lender and Member FDIC. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. Huntington Financial Advisors in Kalamazoo, MI and has 2023 Senior Finance Advisor Inc. All rights reserved. Huntington Bancshares Incorporated Address West Bloomfield, MI 48322 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job All Jobs Branch Financial Advisor Jobs Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. The interactive version of this map is only available on Desktop devices. Answer: Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. Columbus, OH 43231 Call us now (714) 843-9977. Please contact your Company Administrator to reset your password if you continue having problems logging in. See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. . Daily, 7:00 a.m. - 7:00 p.m. Learn more. Does your firm, or anyone associated with the firm, practice as a law firm? 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). Huntington Financial Advisors in Brunswick, OH and has MTh, 8:00 a.m. 11:00 p.m. Description. Huntington Financial Advisors in Nitro, WV and has Some firms receive these fees as payments, which creates an incentive to promote them. Unlike HTTPS connections, HTTP connections are not encrypted. 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 &. 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. 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. The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investments Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and licensed investment representatives of The Huntington Investment Company, who offer securities and investment advisory services. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Stay sharp with senior focused financial articles. There is nothing cookie cutter about our process. help Questions to ask Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. What are Discretionary and Non-Discretionary Spending. 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. See you back here soon! Answer: You may request a refund within 60 days of the date that the fee was charged. Columbus OH 43212. See you back here soon! Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Estimate your The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. seconds. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Huntington Financial Advisors in Delaware, OH and has Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. Contact Us > Financial Advisor. What Are the Best Investments for Retirement? We will act in your best interest. 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. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. What does this mean? Huntington Financial Advisors in Akron, OH and has Columbus OH 43210. This is not an offer to buy or sell any security or interest. What does this mean and why is it important? From simple goal planning to complex financial issues, we are here for you. Get competitive proposals from multiple advisors. Please enable JavaScript. Our system has identified the following disciplinary alerts. Tips, tools and how to's to helpwith your financial goals. What does this mean and why is it important? Delaware Banking Office, 1750 Columbus Pike. over 8 years Create Job Alert. (888) 696-9982 The information may be inaccurate, incomplete or outdated. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". 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 Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690. Firm performs side-by-side management with accounts that have differing fee structures. Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com Huntington (516) 358-9455 (800) 990-9455. . More Info. What conflicts do I need to be made aware of? Tips, tools and how to's to help with your financial goals. Your investment strategy is key and is registered to serve investors in New Jersey. Will any of my assets be invested in those products? 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. Ask candidates about their formal training. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. planning for retirement, Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. See you back here soon! Huntington National Bank 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. Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers 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. total investible assets. This type of. 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. THE TRUMP TAX PLAN: . Financial security doesnt happen overnight. Huntington Financial Advisors is a federally registered service mark and a trade name under which The Huntington Investment Company offers securities and insurance products and services. Please provide me a list of the products and a summary of how much your firm earns from them. 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. We value your opinion. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Most Reputable Financial Advisors for Seniors, Senior Investments: The Best Investments for Retirement, Top 11 Questions to Ask a Financial Advisor Before Hiring. Stay sharp with seniorfocused financial articles. Innovative ways to help keep money coming in. What Are the Best Investments for Retirement? 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. Please contact your Company Administrator to reset your password if you continue having problems logging in. Sun, CLOSED, Apply for a Mortgage Friday, 8:00 a.m. 9:00 p.m. 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. Stay sharp with seniorfocused financial articles. Columbus, OH 43218 Huntington Bancshares Incorporated Address Akron, OH 44301 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job Financial Advisor Jobs Do You Know About the Spousal Social Security Benefit? While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at total investible assets. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. solutions for growing your What does this mean and why is it important? Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. P.O. The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. Loan Payment Assistance We can help safeguard your Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. SEC.gov Sat, CLOSED FINRA data last verified January 03, 2023. in. There are no guarantees that working with an adviser will yield positive returns. Attn: S/B GW4W122 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. What are Discretionary and Non-Discretionary Spending. Read through our introductory course to financial advisors. of experience in the finance industry. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Loan Overnight Payment Address All information was accurate as of the writing of this article. (800) 445-8460 confident going forward. protection. In total, Huntington Financial Advisors manages $4.8 billion in assets. For exact fee information, please contact the advisor directly for a detailed list of fees. 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. What conflicts arise from this relationship? Call Client ServicesMonday - Friday 8am-5pm ET. #101, Huntington Beach, CA 92647. Our goal is to retain your relationship and your business. Huntington Financial Advisors. 24/7 Daily. Please contact your Company Administrator to reset your password if you continue having problems logging in. 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. What happened? Does your firm perform side-by-side management? Tips, tools and how to's to helpwith your financial goals. You're about to leave huntington.com and go to a site Huntington doesn't control. 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. 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! 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. Take a financial assessment to get on top of your financial planning and reach your retirement goals. 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. Your Company Administrator is the only individual able to reset your password. 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 If youre ready to find an advisor who can help you achieve your financial goals. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Huntington Financial Advisors. Lending products are subject to credit application and approval. is registered with the U.S. Securities and Exchange Commission as an investment adviser. The Huntington National Bank 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. 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. So you can feel confident going forward. So you can feel. What does this mean and why is it important? Tips, tools and how to's to helpwith your financial goals. over 9 years Thats why we have the Advisory Satisfaction Promise. Learn more. 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. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. And we back it all with a promise: if at any time you're not satisfied with our advisory service, we'll refund your last 90 days of account fees., Find a BranchCall the Advisory Resource Group at (800) 530-1690. 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). Columbus, OH 43218-2519 Columbus, OH. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. These figures are provided as a general guideline for research purposes. 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. tips_and_updates Financial Advisor Education. The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation. total investible assets. Questions to ask If you do not have this information please contact a customer service representative during the hours listed below. With our trusted network of advisors, well connect you with up to three established planners in your area. What does this mean? Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215
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