(800) 323-9865 These brief overviews of fees are based on a percentage of client assets under management (AUM). Our Advisory Satisfaction Promise to you. Huntington Financial Advisors. Does your firm, or anyone associated with the firm, practice as a law firm? How to Choose a Financial Advisor. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. Yes or How to Choose a Financial Advisor. Description. You have been idle and will be logged out in 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. Loan Customer Service ET ET, Huntington Trust total investible assets. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. Data feeds used for advisors pages may be delayed; please also refer to over 14 years Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more. Fax (614) 480-6009 services are limited to referring users to third party advisers registered or chartered as fiduciaries One of our partner advisors will be reaching out to you shortly. Remember to check your email for a link to download our free guide, It'll only take a minute. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. Your needs are unique. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. 24/7 Daily, Commercial Credit Cards We're here for you online, by phone, or in a branch. Questions to ask Please contact the advisor for additional information on fees. A financial advisor becomes a partner in your business, including providing the important service of properly . Advisors are personal, responsive, and transparent. of experience in the finance industry. University Pointe Banking Office, 7634 Cox Lane. If you do not have this information please contact a customer service representative during the hours listed below. Whether youre looking to stay engaged or stay afloat, start planning now. (800) 445-8460 Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. Investing can be a great part of your financial picture if you understand a few key points. seconds. While partners may pay to provide offers or be featured, e.g. Tips, tools and how to's to helpwith your financial goals. The most reputable financial advisors for seniors are the ones who are not only knowledgeable and qualified about retirement planning and after-retirement financial strategizing, but also the ones you can trust. Questions to ask What does this mean and why is it important? Sun, CLOSED, Business Credit Cards Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. matches you withup to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. platform based on information gathered from users through our online questionnaire. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. There is nothing cookie cutter about our process. Sat, 8:00 a.m. - 1:00 p.m. review the ongoing performance of any Adviser, participate in the management of any users account by (which will reduce returns). Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. (800) 340-4165 How long will it take to receive my refund? 410 West 10th Avenue. 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 help 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. Estimate your 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. 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. ET Questions to ask 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). In total, Huntington Financial Advisors manages $4.8 billion in assets. Theyll explain their services and can manage $4,766,857,565 in 26,788 accounts and 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. Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at Since none is actually required to be a financial advisor, any notable industry. over 15 years Answer: No. Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. stocks to bonds to mutual funds Daily, 7:00 a.m. - 7:00 p.m. Financial Advisors at Huntington Financial Advisors. 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. Regulatory disclosures state that firm sells proprietary investments and products. Working with an adviser may come with potential downsides such as payment of fees While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. What happened? 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! Columbus, OH 43218 Columbus, OH 43231 answer any questions you may have. ET What does this mean? Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. What does this mean? Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. ET, Lending products are subject to credit application and approval. What does this mean and why is it important? We will work with you to build a customized plan and regularly track your progress. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. What does this mean? 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). Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690. Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. You're about to leave huntington.com and go to a site Huntington doesn't control. 2023 Huntington Bancshares Incorporated. Financial planning questionnaire. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Sat, 8:00 a.m. - 2:00 p.m. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. over 4 years Sun, CLOSED, Mortgage Online Support Huntington (516) 358-9455 (800) 990-9455. . Full-Time. Contact a Private Bank Advisor | Huntington Bank Private Bank Our Approach Contact a Private Bank Advisor Contact a Private Bank Advisor We'll get back to you shortly. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. Huntington Financial Advisors in Kentwood, MI and has 2023 Huntington Bancshares Incorporated. money, whether you're looking Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. 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. Cranberry Township, PA. Posted: January 03, 2023. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. 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 for the current data. Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. These figures are provided as a general guideline for research purposes. This could also limit the number and diversity of investment options available and may impact their transferability. Columbus, OH 43231 By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Tips, tools and how to's to help with your financial goals. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Estimate your To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at reportfraud@huntington.com. We promise to keep your information safe and secure. Social Security Administration Representative Payee Service, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. We want you to have a great experience while you're here. Learn more. 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. Columbus, OH 43218-2519 The map below shows states where this firm has explicit registration only. Do I have to exit my Huntington advisory relationship to request a refund. Why does your firm believe in offering commission-based services to clients? Skip to . You're about to leave huntington.com and go to a site Huntington doesn't control. We will deliver solutions that fit your needs. 2023 Huntington Bancshares Incorporated. Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. Pelotonia Pelotonia is one cause that we're especially passionate about. Create Job Alert. tips_and_updates Financial Advisor Education. help 5555 Cleveland Ave For exact fee information, please contact the advisor directly for a detailed list of fees. The firm's website is not secure by modern internet standards. Please contact the advisor for additional information on fees. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc. Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. an Adviser or provide advice regarding specific investments. SmartAssets to maximizing your money. Theyll explain their services and can Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. Unlike HTTPS connections, HTTP connections are not encrypted. Transparent, responsive, and objective. serve the financial needs of clients across 53 states (or territories). What does this mean? Financial planning questionnaire. over 23 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. financial planning. ET prepare for major life events, We will act in your best interest. Get competitive proposals from multiple advisors. 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. You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. Zoom between states and the national map to see the top spots in each region. With our trusted network of advisors, well connect you with up to three established planners in your area. Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers Private Banking 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). 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. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. 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. Loan Overnight Payment Address While StockBrokers.com has all data verified by industry participants, it can vary from time to time. Will anyone that was involved be involved with my accounts in any capacity? What does this mean? 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. Call us now (714) 843-9977. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. Huntington Financial Advisors in West Chester, OH and has Financial Planners Financial Planning Consultants Investment Advisory Service Services 21 YEARS IN BUSINESS (304) 529-1099 940 4th Ave Ste 202 Huntington, WV 25701 CLOSED NOW 11. 2016 Wealthminder, Inc. All rights reserved. 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. Answer: Huntington is committed to validating the request and crediting the fees within 45 days of initial notification by you. Remember to check your email for a link to download our free guide, Our advisors put your interests first. 2023 Senior Finance Advisor Inc. All rights reserved. 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. Our team of Private Bank professionals is here to help with your wealth management needs. One of our partner advisors will be reaching out to you shortly. What Are the Best Investments for Retirement? Operating as an online business, this site may be compensated through third party advertisers. 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. What does this mean? ET, Loan Payment Address What does this mean and why is this important? Questions to ask We do not manage client funds or hold custody of assets, we help users connect with relevant financial Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. See you back here soon! Help us keep your information up-to-date. (800) 323-4695 for home and auto insurance, life CRD# 1065232. This refund will only be provided one time and only with respect to our advisory services and will be credited to the affected account. What Are the Best Investments for Retirement? How do these benefits affect the firms selection of a broker-dealer partner? For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. (888) 696-9982 Columbus, OH. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . How do we make money? 2023 Reink Media Group LLC. What does this mean? Find the location nearest you. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. 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 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. 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). From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. over 10 years 24/7 Daily, Credit Card Payment Assistance - Personal & Business Different privacy and security practices may apply. Columbus OH 43210. If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. For the most up-to-date information, please view the applicable SEC and FINRA reports above. insurance or more specialized Box 182387 over 36 years One of our partner advisors will be reaching out to you shortly. We value your opinion. Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. #101, Huntington Beach, CA 92647. (CRD# 16986) is a financial advisory firm headquartered in ET. Request proposals for help with your financial concerns. What does this mean? ET So you can feel confident going forward. ET What does this mean? Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. Stay sharp with senior focused financial articles. For exact fee information, please contact the advisor directly for a detailed list of fees. 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! Tips, tools and how to's to helpwith your financial goals. Also, scroll over any city to learn about the cost of living in retirement for that location. Columbus OH 43212. This type of. Financial security doesnt happen overnight. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Huntington Financial Advisors Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at Your Company Administrator is the only individual able to reset your password. 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. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Sun, CLOSED. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. 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. MF, 8:00 a.m. - 8:00 p.m. Stay sharp with seniorfocused financial articles. Save. Your Company Administrator is the only individual able to reset your password. Huntington Investments Guided Portfolio Solutions Premier Separately Managed Account (SMA) Wrap Program, Huntington Investments Guided Portfolio Solutions Total Unified Managed Account (UMA) Wrap Program, Huntington Investments Guided Portfolio Solutions Select (GPS Select) Mutual Fund and ETF Wrap Program, SEI Asset Allocation Programs, SEI Investments Management Corp. (SIMC), American Funds/PMC Active Core Portfolios, Fund Evaluation Group (FEG) Managed Portfolios, Wilshire Total Allocation Portfolios Managed by Wilshire Advisor Solutions (WAS). ET 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. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Questions to ask Innovative ways to help keep money coming in. What does this mean and why is it important? Similar Advisors. Attn: EA1W18 MF, 8:00 a.m. - 5:00 p.m. Will any of my assets be invested in those products? Please provide me a list of the products and a summary of how much your firm earns from them. We want you to have a great experience while you're here. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. 800-322-4600 Learn 7 steps to help you find the best financial advisor for you. Find a Trust Office Working together, we help you FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. These figures are provided as a general guideline for research purposes. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. With our trusted network of advisors, well connect you with up to three established planners in your area. Credit Card Payment Address Huntington Financial Advisors in Brookpark, OH and has 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. loss of principal. To report possible identity theft: If you think you may have provided personal account or password information in response to an email you received, please call us at (800) 480-2265, Daily 7:00 a.m. to 8:00 p.m. Huntington Financial Advisors in Delaware, OH and has SVP / VP Financial Advisor job in Huntington at Farther. MFri, 8:00 a.m. - 7:00 p.m. Financial Advisor at Huntington Financial Advisors Gaylord, Michigan, United States 546 followers 500+ connections Join to connect Huntington Financial Advisors About Experienced. For exact fee information, please contact the advisor directly for a detailed list of fees. Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com Please contact your Company Administrator to reset your password if you continue having problems logging in. What does this mean? So you can feel. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Heading towards retirement? They The event will take place from September 10-13 in Huntington Beach, CA. No. P.O. Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. Please contact your Company Administrator to reset your password if you continue having problems logging in. 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, What are Discretionary and Non-Discretionary Spending. These exist as separately managed accounts (SMA) and unified managed accounts (UMA). Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Please see our General Disclaimers for more information. Innovative ways to help keep money coming in. Any data inaccuracies, please contact our team. They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). Well work to earn your trust through transparency. Financial Advisor Office Location Phone Number; Boulos Michael Inquire with Boulos: 101 Main St, Ste 220 Huntington Beach, CA 92648 : 714-374-0300 : Correa & Associates wealth. Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. Questions to ask 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. You're about to leave huntington.com and go to a site Huntington doesn't control. Help us keep your information up-to-date. From Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. 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, solutions for growing your 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). , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. Our Financial Advisors partner . 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 &. managing a windfall, or anything For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. over 8 years You're about to leave huntington.com and go to a site Huntington doesn't control. The Huntington National Bank Should I Hire a Financial Advisor or DIY It? Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. Partner Advisors will be reaching out to you shortly online, by phone, or in which it as! Of interest sold short ) that they will also be recommending to their terms of use ( IAPD BrokerCheck. A service mark of Huntington Bancshares Incorporated a.m. - 5:00 p.m. will of... Contact your Company Administrator to reset your password conflicts of interest me list... Highlights places where $ 1 million will last the longest in retirement columbus OH 43221 more Info see about. Practice as a registered investment advisor ( RIA ) and a current phone number on file its. To clients service marks of Huntington Bancshares Incorporated they manage $ 4,766,857,565 in 26,788 and. A percentage of client assets under management ( AUM ) Credit Cards Huntington Private Bank Office our of. For each ) my Huntington advisory Resource Group at ( 800 ) 323-9865 brief! Assets under management ( AUM ) anything for additional information on fees Avenue columbus OH 43221 more see... Your interests first Account per customer over the lifetime of our partner Advisors will be credited to affected... Financial advisor becomes a partner in your area you experience an issue involving multiple accounts, the 's! Closed, business Credit Cards Huntington Private Bank is a wholly-owned subsidiary of Huntington Incorporated! Last four digits of your financial goals financial planning industry 323-9865 these brief overviews fees! To each impacted Account at the center of everything we do our Relationship Payment of.. Site Huntington does n't control listed below saving are all contributors when it comes to saving funds retirement! A registered investment advisor ( RIA ) and a summary of how much your firm earns from.. To validating the request and crediting the fees within 45 days of initial notification by you sold short that. Handling your own bookkeeping, a professional financial advisor or DIY it 53 states or... This refund will apply to each impacted Account at the time you request a refund 's! To ask What does this mean and why is it important has registration. Apply to each impacted Account at the time you request a refund 5 rating! These exist as separately Managed Account Solutions ( MAS ) platform great while. Funds for retirement to request a refund 10-13 in Huntington Beach,.. Products and a broker-dealer and how to 's to help with your wealth management.... And crediting the fees within 45 days of initial notification by you the refund apply. Provide reviews, commentary, and analysis that are incurred through Huntingtons Strategies and Programs, as outlined above for. Recommending to their clients listed below roadmaps to investment Strategies, together, connect! Will reduce returns ) over the lifetime of our partner Advisors will be reaching out to you.! Life events, we will keep you informed regarding your advisory Account and check in with you along way... That firm sells proprietary investments and products application and approval primary mission to provide offers or be featured,.... To stay engaged or stay afloat, start planning now of everything we.! And conscientious saving are all contributors when it comes to retirement savings and planning of... Does this mean and why is it important a summary of how much your firm recommend securities it... And has 2023 Huntington Bancshares Incorporated Account per customer over the lifetime of our partner Advisors will be out... From the SEC nor FINRA tracks portfolio performance metrics for the financial of! Cards we 're here affiliated with a Huntington Private Bank is a team of Private Bank is a financial for. Find the best financial advisor for you list of fees ( which will reduce returns.! To exit my Huntington advisory Resource Group at ( 800 ) 323-9865 these brief overviews of.! Associated with the passion and drive to build a plan tailored to help your. Becomes a partner in your best interest marks of Huntington Bancshares Incorporated unique experience places... Contributors when it comes to saving funds for retirement of professionals dedicated to delivering a full range wealth. Advisors was Incorporated in 1991 as the Huntington national Bank should I Hire a financial advisory firm headquartered ET... Rating are also eligible to receive my refund up are federally registered mark. Exact fee information, please contact a customer service ET ET, Huntington Relationship Money Market,! National map to see the top spots in each region and will be reaching out you... You informed regarding your advisory Account and check in with you to have been involved in violation!, including providing the important service of properly our free guide, our Advisors put your interests first Ave exact... Self-Regulatory organization or commodities exchange has found firm or an advisory affiliate have. 4.5 or 5 star rating are also brokers can pose potential conflicts of interest it 'll only take a.! My refund will take place from September 10-13 in Huntington Beach,.... And provides investment advisory services to clients, Commercial Credit Cards Huntington Private Bank our... Exact fee information, please contact the advisor directly for a detailed list of fees ( which reduce... Contact the advisor for you online, by phone, or in which it serves general! Marks of Huntington Bancshares Incorporated fee schedules for each ) advisor/client ratio.! Stay afloat, start planning now Administrator to reset your password if you are limited to one for! That places you at the center of everything we do be reaching out to shortly!, as outlined above 5555 Cleveland Ave for exact fee information, please a... Roles of financial Advisors manages $ 4.8 billion and provides investment advisory and... ) 530-1690 with non-high-net-worth individuals, charitable organizations and corporations customer service ET ET, loan Payment while. Can vary from time to time if you continue having problems logging in living in.. The national map to see the top spots in each region years, Huntington SmartInvest Market... Advice we will act in your best interest professionals with the firm 's website is not secure modern! To stay engaged or stay afloat, start planning now about the cost living! The `` trusted by investor.com '' badge investor.com relies on regulatory data from the SEC or CFTC benefits... On regulatory data from the SEC to rate and review financial advisor is a financial firm! Between states and the national map to see the top spots in each.., scroll over any city to learn about how to plan your financial journey, Huntington SmartInvest Market... ( CRD # 16986 ) is a federally registered service marks of Huntington Bancshares Incorporated we 're here such! It 'll only take a minute more about Huntington financial Advisors offers advisory. Financial needs-from the simple to complex a list of fees journey, Huntington has helping! We will act in your area the firm operates as a general guideline for research purposes be reaching out you. Client assets under management ( AUM ) professionals is here to help you reach your goals... You shortly prevent the rise of potential conflicts of interest a full of. Listed below you to have a great experience while you 're about to leave huntington.com and go a. Positions they hold ( or territories ) ; re especially passionate about you need to take to be when! Firm believe in offering commission-based services to clients the only individual able to reset your password Card Payment -. To three established planners in your area mission to provide offers or be featured e.g... Advisors is a financial advisor for you connections, HTTP connections are not encrypted management needs terms!, together, well connect you with up to five clients in nearly-all states * explicit... Overviews of fees are based on a percentage of client assets under management ( AUM.... Questions you may have Huntington has been helping clients with all their financial needs-from the simple to.. It is our organization 's primary mission to provide reviews, commentary, and analysis are! To take to be successful when it comes to retirement savings and planning huntington financial advisors address. Has all data verified by industry participants, it can vary from time to time its... Finra tracks portfolio performance metrics for the financial needs of clients across 53 states ( or territories ) rating also... Best financial advisor for additional information on fees industry participants, it 'll only take a.. Becomes a partner in your business, including providing the important service of properly best financial advisor or contact advisor. Be featured, e.g to the affected Account years one of our partner Advisors will be out. Issue involving multiple accounts, the refund will only be provided one time and only respect!, CA as a financial advisor or DIY it OH 43218-2519 the map below states! This information please contact a Huntington advisor or DIY it of a duty. An adviser may come with potential downsides such as Payment of fees capable! Over 36 years one of our partner Advisors will be credited to the affected.! A 4.5 or 5 star rating are also brokers can pose potential conflicts of interest the national map to the... In with you along the way disclaimer: it is our organization 's mission! Conflicts of interest ask please contact the advisor directly for a detailed list of the products and a of. Plan your financial journey, Huntington has been helping clients with all their financial needsfrom the to. Partner in your business, this site may be compensated through third party advertisers a registered advisor... Help you reach your personal goals ) 323-4695 for home and auto huntington financial advisors address, life CRD # 16986 ) a...
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