huntington financial advisors address

So you can feel confident going forward. ET This review was produced by SmartAsset based on publicly available information. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. The event will take place from September 10-13 in Huntington Beach, CA. Stay sharp with seniorfocused financial articles. Questions to ask These exist as separately managed accounts (SMA) and unified managed accounts (UMA). The Promise does not include fees for other types of investment accounts and products such as brokerage and insurance or other Huntington Private Bank products and services. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Sales: 877.345.5256 Support: 800.891.8880 stay connected 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 prepare for major life events, Remember to check your email for a link to download our free guide, A financial advisor who specializes in portfolio management can create and handle investment portfolios that comprise bonds, stocks and funds for midsize and large companies. 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. Do You Know About the Spousal Social Security Benefit? What does this mean? Huntington Financial Advisors in West Chester, OH and has Sat, 8:00 a.m. - 5:00 p.m. over 36 years Different privacy and security practices may apply. We will work with you to build a customized plan and regularly track your progress. . Our system has identified the following conflict alerts. This is not an offer to buy or sell any security or interest. The firmoperates as a broker-dealer as well as an investment advisor. What does this mean and why is it important? Different privacy and security practices may apply. Contact Us > Financial Advisor. ET licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. How do we make money? Most Reputable Financial Advisors for Seniors, Senior Investments: The Best Investments for Retirement, Top 11 Questions to Ask a Financial Advisor Before Hiring. With our trusted network of advisors, well connect you with up to three established planners in your area. What are Discretionary and Non-Discretionary Spending. Stay sharp with seniorfocused financial articles. Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. We will act in your best interest. Lending products are subject to credit application and approval. Lending products are subject to credit application and approval. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Tips, tools and how to's to helpwith your financial goals. planning for retirement, A . Similar Advisors. To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at reportfraud@huntington.com. Financial security doesnt happen overnight. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. In total, Huntington Financial Advisors manages $4.8 billion in assets. We promise to keep your information safe and secure. 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. Learn more. Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. Whether youre looking to stay engaged or stay afloat, start planning now. Create Job Alert. Huntington Financial Advisors in Kentwood, MI and has Description. One of our partner advisors will be reaching out to you shortly. Does your firm, or anyone associated with the firm, practice as a law firm? MF, 8:00 a.m. - 5:00 p.m. Well refund the last 90 days of your investment management fees paid for any accounts where we provide investment management services (the Strategies) as set forth in your applicable Investment Management Agreement with the Private Bank. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Will any of my assets be invested in those products? Request Information. From simple goal planning to complex financial issues, we are here for you. Heading towards retirement? FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. 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. What Are the Best Investments for Retirement? All investing involves risk, including loss of principal. Sat, 8:00 a.m. - 1:00 p.m. Ask candidates about their formal training. This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Estimate your What does this mean? The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Questions to ask Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. Financial security doesnt happen overnight. Please contact your Company Administrator to reset your password if you continue having problems logging in. Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at Huntington Installment Loans (888) 696-9982 ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. Any data inaccuracies, please contact our team. help It'll only take a minute. managing a windfall, or anything Sat, 8:00 a.m. - 1:00 p.m. Huntington. Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . Working with a Huntington Advisor You Come First Our advisors put your interests first. You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. What Are the Best Investments for Retirement? These conflicts can negatively impact clients via hidden fees and overall higher costs. This type of. Please enable JavaScript. Huntington Financial Advisors Will anyone that was involved be involved with my accounts in any capacity? Financial Planning insurance, professional liability Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. 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 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. What does this mean? That said, the firm, as an SEC-registered investment advisor, must uphold itsfiduciary duty to act in the best interest of its clients - or face legal consequences. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). What does this mean and why is this important? Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. As a result, we do not support personal reviews on the site. More Info. 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. John Altieri (CRD# 5365596) is an Investment Advisor Representative working at Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. Tips, tools and how to's to helpwith your financial goals. Heading towards retirement? Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 advisors. Investing can be a great part of your financial picture if you understand a few key points. Bloomingdale, IL. Please contact the advisor for additional information on fees. Trilogy Financial Huntington Beach office 17011 Beach Blvd. Is your firm affiliated with a law firm in any capacity? If youre ready to find an advisor who can help you achieve your financial goals. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. MF, 8:00 a.m. - 5:00 p.m. Sun, CLOSED. Columbus, OH. 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. They 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. 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 certain investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. For example, front-running is when a financial professional buys or sell securities ahead of their client. 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. Full-Time. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. Questions to ask With our trusted network of advisors, well connect you with up to three established planners in your area. whether it's saving for college, No. Questions to ask of experience in the finance industry. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. Robert A. Billstein. 2023 Senior Finance Advisor Inc. All rights reserved. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. Huntington Financial Advisors in Kalamazoo, MI and has More Info. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Stay sharp with seniorfocused financial articles. Credit Card Customer Service tips_and_updates Financial Advisor Education. 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. Questions to ask The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. Friday, 8:00 a.m. 9:00 p.m. Sun, 8:00 a.m. - 5:00 p.m. Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690. 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). over 14 years When making investment decisions, the firm aims for broad diversification. Your needs are unique. Questions to ask The interactive version of this map is only available on Desktop devices. . 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. The investment advisory business has offices in 409 locations . Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). 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. Skip to . While StockBrokers.com has all data verified by industry participants, it can vary from time to time. 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 Pelotonia Pelotonia is one cause that we're especially passionate about. Attn: EA1W18 Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. (248) 253-9000 What does this mean? 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 With our trusted network of advisors, well connect you with up to three established planners in your area. 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. Questions to ask While timing is essential to investing, smart investments at any age can be effective. 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. Visit Site. 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 Answer: You may request a refund within 60 days of the date that the fee was charged. Theyll explain their services and can Huntington Financial Advisors in Dublin, OH and has What are Discretionary and Non-Discretionary Spending. 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. 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. Questions to ask You're about to leave huntington.com and go to a site Huntington doesn't control. Your Company Administrator is the only individual able to reset your password. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. 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. Call (877) 932-2265 for Online Banking technical support. 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. 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. Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. This is not an offer to buy or sell any security or interest. 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). Well work to earn your trust through transparency. Loan Customer Service (800) 372-7725 Find a Private Bank office ET While partners may pay to provide offers or be featured, e.g. Remember to check your email for a link to download our free guide, We want you to have a great experience while you're here. Advisors Money Home Jason Slates Canton Private Banking, 4481 Munson Street Nw, Canton, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience. Sun, CLOSED, Apply for a Mortgage 2016 Wealthminder, Inc. All rights reserved. Huntington (516) 358-9455 (800) 990-9455. . Investor.com is your trustworthy guide to the world of personal finance. Does your firm perform side-by-side management? We will be prompt, courteous, andresponsive. Please provide me a list of the products and a summary of how much your firm earns from them. 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! Get matched with an advisor today. Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at an Adviser or provide advice regarding specific investments. ET Online Trust Support for Portfolio Today ET Private Bank Private Banking Find a Private Bank office M-F, 8:00 a.m. - 5:00 p.m. Will any of my assets be invested in those products? The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Delaware Banking Office, 1750 Columbus Pike. Average Retirement Savings: How Do You Compare? This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. What does this mean and why is it important? Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. 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. Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. 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). Questions to ask You're about to leave huntington.com and go to a site Huntington doesn't control. of experience in the finance industry. stocks to bonds to mutual funds Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. ET The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. What are Discretionary and Non-Discretionary Spending. Tips, tools and how to's to help with your financial goals. Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at What does this mean? We dont offer in-house mutual funds. The Huntington National Bank is an Equal Housing Lender and Member FDIC. National Advice Center Osj, 3 Cascade Plaza. As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. 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). Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at What does this mean and why is it important? Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. answer any questions you may have. These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). Huntington Financial Advisors in Delaware, OH and has Does the firm offer products that have performance-based fees, or does it accept performance-based fees? 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 of experience in the finance industry. With our trusted network of advisors, we'll connect you with up to three established planners in your area. in. Learn 7 steps to help you find the best financial advisor for you. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. Why doesnt your firm use a secure website? So you can feel. See you back here soon! financial planning. Social Security Administration Representative Payee Service, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. HUNTINGTON FINANCIAL ADVISORS offers portfolio management for individuals and/or small businesses, portfolio management for businesses, selection of other advisers and also performs business activities as broker-dealer, insurance broker or agent. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 Questions to ask Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. What conflicts do I need to be made aware of? over 23 years Your Company Administrator is the only individual able to reset your password. 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. confident going forward. 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. Sat, 8:00 a.m. - 2:00 p.m. All investing involves risk, including #101, Huntington Beach, CA 92647. help The SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. SEI Asset Allocation Programs, SEI Investments Management Corp. Vanguard Strategic Model Portfolios, Vanguard Advisers, Inc. Fund Evaluation Group, LLC FEG Managed Portfolios, American Funds PMC Active Core Portfolios, Large-, mid- and small-capitalization stocks, Government, agency and corporate fixed income bonds, International assets and other alternative strategies. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. How do these benefits affect the firms selection of a broker-dealer partner? Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. answer any questions you may have. Customer Service Every client is different. 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,

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