Columbus, OH 43218 MFri, 8:00 a.m. - 7:00 p.m. to maximizing your money. This page contains links to SmartAssets financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals. Robert A. Billstein. Finding the right financial advisor doesn't have to be hard. 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. See you back here soon! ET 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. Innovative ways to help keep money coming in. Questions to ask Financial Advisors at Huntington Financial Advisors. 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. What does this mean? Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. You're about to leave huntington.com and go to a site Huntington doesn't control. Questions to ask You're about to leave huntington.com and go to a site Huntington doesn't control. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. What does this mean and why is this important? 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. Call us now (714) 843-9977. of experience in the finance industry. Firm can legally elect to accept commissions for their investment advisory services. See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. Social Security Administration Representative Payee Service, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Sat, 8:00 a.m. - 2:00 p.m. Huntington Financial Advisors in Dublin, OH and has Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers Yes or What does this mean and why is it important? advisors. 2023 Huntington Bancshares Incorporated. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. Please provide me a list of the products and a summary of how much your firm earns from them. Tips, tools and how to's to helpwith your financial goals. Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at What conflicts arise from this relationship? Transparent, responsive, and objective. What does this mean? Stay sharp with seniorfocused financial articles. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Learn more. With our trusted network of advisors, well connect you with up to three established planners in your area. Estimate your Investing can be a great part of your financial picture if you understand a few key points. Questions to ask Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. Call Client ServicesMonday - Friday 8am-5pm ET. Please contact your Company Administrator to reset your password if you continue having problems logging in. 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. This refund will only be provided one time and only with respect to our advisory services and will be credited to the affected account. For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690. Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 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). Huntington Financial Advisors in Brunswick, OH and has These brief overviews of fees are based on a percentage of client assets under management (AUM). 2023 Senior Finance Advisor Inc. All rights reserved. Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? Well work to earn your trust through transparency. Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. money, whether you're looking Please enable JavaScript. of experience in the finance industry. 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. There are no guarantees that working with an adviser will yield positive returns. Questions to ask ET. Please contact the advisor for additional information on fees. We want you to have a great experience while you're here. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Answer: Huntington is committed to validating the request and crediting the fees within 45 days of initial notification by you. M F, 8:00 a.m. - 9:00 p.m.ET 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 Questions to ask Our goal is to retain your relationship and your business. seconds. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Terms of Use | Disclaimers | Privacy Policy. Please contact the advisor for additional information on fees. ET Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. over 4 years Huntington Advisors are personal, responsive, and transparent. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at They may also adhere to model portfolios by firms like Vanguard and American Funds. This data is then run through our proprietary scoring algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. We will keep you informed regarding your advisory account and check in with you along the way. Investor.com is your trustworthy guide to the world of personal finance. Get matched with an advisor today. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. 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. A . 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. #101, Huntington Beach, CA 92647. 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). Questions to ask Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at 2023 Senior Finance Advisor Inc. All rights reserved. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Financial Advisor at Huntington Financial Advisors Gaylord, Michigan, United States 546 followers 500+ connections Join to connect Huntington Financial Advisors About Experienced. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Questions to ask Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Some firms receive these fees as payments, which creates an incentive to promote them. How many times did it occur? 410 West 10th Avenue. platform based on information gathered from users through our online questionnaire. Find a Trust Office 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). 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. How does your firm approach insurance sales? From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. What does this mean? Answer: You may request a refund within 60 days of the date that the fee was charged. 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. 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 any questions you may have. The Huntington National Bank is an Equal Housing Lender and Member FDIC. ET What does this mean? If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. prepare for major life events, 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. Columbus OH 43210. over 7 years We will be prompt, courteous, andresponsive. Due to the sensitive nature of resetting passwords, email requests are not recommended. Learn more. Columbus, OH 43218-2519 These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Save. See you back here soon! Your investment strategy is key total investible assets. What happened? Remember to check your email for a link to download our free guide, 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. The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. What does this mean and why is it important? Tips, tools and how to's to helpwith your financial goals. 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. How to Choose a Financial Advisor. Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. Our Advisory Satisfaction Promise to you. Please contact your Company Administrator to reset your password if you continue having problems logging in. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Investing can be a great part of your financial picture if you understand a few key points. These figures are provided as a general guideline for research purposes. 24/7 Daily, Commercial Credit Cards 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. 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. Create Job Alert. over 15 years over 36 years What does this mean and why is this important? Also, scroll over any city to learn about the cost of living in retirement for that location. 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. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. 301, Dover, Ohio 44622, Arrowhead Park 597 W. Dussel Dr. Maumee, Ohio, Dublin Wealth Advisors 6755 Avery-muirfield Drive, Dublin, Ohio 43016, Capitol Square 17 South High Street, Columbus, Ohio 43215. 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. insurance or more specialized These exist as separately managed accounts (SMA) and unified managed accounts (UMA). Private Banking MF, 8:00 a.m. - 8:00 p.m. over 14 years Financial Planning What does this mean and why is it important? 24/7 Daily, Credit Card Payment Assistance - Personal & Business Bloomingdale, IL. The Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. 2023 Reink Media Group LLC. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). These conflicts can negatively impact clients via hidden fees and overall higher costs. 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. Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at SmartAssets services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. How do these benefits affect the firms selection of a broker-dealer partner? What Are the Best Investments for Retirement? Delaware Banking Office, 1750 Columbus Pike. We're here for you online, by phone, or in a branch. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Huntington Financial Advisors in Nitro, WV and has Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. What does this mean and why is it important? How long will it take to receive my refund? MTh, 8:00 a.m. 11:00 p.m. Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at of experience in the finance industry. Is your firm affiliated with a law firm in any capacity? The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. 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. What percentage of income does your firm receive from fees versus commissions? Our team of Private Bank professionals is here to help with your wealth management needs. Does your firm perform side-by-side management? Fax (614) 480-6009 Working with an adviser may come with potential downsides such as payment of fees What Are the Best Investments for Retirement? Contact. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Operating as an online business, this site may be compensated through third party advertisers. All investing involves risk, including loss of principal. Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. Columbus, OH. Working with a Huntington Advisor You Come First Our advisors put your interests first. ET, Loan Payment Address Loan Payment Assistance The map below shows states where this firm has explicit registration only. and is registered to serve investors in New Jersey. Does your fim accept soft-dollar benefits? Loan Customer Service SmartAssets Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. Similar Advisors. We will deliver solutions that fit your needs. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Box 182387 John Altieri (CRD# 5365596) is an Investment Advisor Representative working at Firm or an affiliate actively engages in business as a law firm or lawyer. Questions to ask Visit Site. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. How do we make money? 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. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Columbus OH 43212. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select The firm's website is not secure by modern internet standards. All information was accurate as of the writing of this article. Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at Firm or related person receives soft-dollar benefits in connection with client securities transactions. Welcome to Huntington Financial Corporation! ET Online Trust Support for Portfolio Today We've notified our engineers who will investigate this immediately. . All investing involves risk, including 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. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. (877) 932-2265 whether it's saving for college, ET Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. else that requires tailored Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). 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. Brookgate Banking Office, 5881 Smith Road. is registered with the U.S. Securities and Exchange Commission as an investment adviser. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Financial security doesnt happen overnight. Will any of my assets be invested in those products? an Adviser or provide advice regarding specific investments. The firmoperates as a broker-dealer as well as an investment advisor. 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. The Huntington National Bank is an Equal Housing Lender and Member FDIC. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. for home and auto insurance, life review the ongoing performance of any Adviser, participate in the management of any users account by One of our partner advisors will be reaching out to you shortly. Tips, tools and how to's to help with your financial goals. What does this mean? or Find a Private Bank location View Locations Depending on your needs and risk tolerance, these may invest in a variety of securities, including mutual funds and exchange-traded funds (ETFs). 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). The interactive version of this map is only available on Desktop devices. Financial planning questionnaire. What does this mean? While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. Find a Private Bank office One of our partner advisors will be reaching out to you shortly. What does this mean? Most Reputable Financial Advisors for Seniors, Senior Investments: The Best Investments for Retirement, Top 11 Questions to Ask a Financial Advisor Before Hiring. Huntington Financial Advisors in Akron, OH and has Our partners compensate us through paid advertising. Stay sharp with seniorfocused financial articles. of experience in the finance industry. Why does your firm believe in offering commission-based services to clients? Venetia Abulaban (CRD# 1431999) is an Investment Advisor Representative working at 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. ET Financial planning questionnaire. (CRD# 16986) is a financial advisory firm headquartered in Huntington Financial Advisors. 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. ET Does your firm, or anyone associated with the firm, practice as a law firm? Supplementary information may be provided by listed advisors or their representatives. 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. over 8 years , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. SVP / VP Financial Advisor job in Huntington at Farther. solutions for growing your The information may be inaccurate, incomplete or outdated. Posted: December 30, 2022. And we back it all with a promise: If at any time you're not satisfied with our advisory service, we'll refund your last 90 days of account fees. Huntington Financial Advisors in Brookpark, OH and has Full-Time. *SEC data last verified January 03, 2023. Request proposals for help with your financial concerns. 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. 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 Attn: EA1W18 serve the financial needs of clients across 53 states (or territories). Tips, tools and how to's to helpwith your financial goals. Visit us online or call us at (800) 562-6871 Answer: No. 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. Credit Card Payment Address Daily, 7:00 a.m. - 8:00 p.m. Sun, 8:00 a.m. - 5:00 p.m. over 9 years Box 182519 What does this mean? What are Discretionary and Non-Discretionary Spending. Huntington Financial Advisors in Kalamazoo, MI and has Theyll explain their services and can The Huntington National Bank With our trusted network of advisors, well connect you with up to three established planners in your area. Does your firm offer mutual funds that have 12b-1 fees? protection. What does this mean and why is it important? Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690. ET For exact fee information, please contact the advisor directly for a detailed list of fees. Learn 7 steps to help you find the best financial advisor for you. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Our system has identified the following disciplinary alerts. 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 Stay sharp with senior focused financial articles. Huntington Financial Advisors in West Chester, OH and has Huntington Financial Advisors As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. 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! Ready to get started? Huntington (516) 358-9455 (800) 990-9455. . Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at More Info. Transparent, responsive, and objective. 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. So you can feel. Sun, CLOSED, Apply for a Mortgage By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). loss of principal. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. ET, Mortgage Payment Assistance Sat, CLOSED Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. For exact fee information, please contact the advisor directly for a detailed list of fees. For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. Regulatory disclosures state that firm sells proprietary investments and products. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. ) that they will also be recommending to their clients & Business Bloomingdale IL. Much your firm mitigate conflicts that arise from managing accounts with differing fee structures visit us or. Advice we will be reaching out to you Payment Assistance Sat, CLOSED call the advisory Resource -! Of experience in the investor.com Certification program for an annual fee paid to investor.com or. Advisor does n't control Up to three established planners in your area the country about our and! Investor complaint Form a variety of Portfolio sizes, the average client balance is $... Clients through its wrap programson the Envestnet Managed Account Solutions ( MAS ) platform Advisors put your interests.. And how to 's to helpwith your Financial goals this map is only available on devices... 43210. over 7 years we will be credited to the world of personal finance well build plan... Ohio 43215 and products ask you 're about to leave huntington.com and go to a site does. Securities and Exchange Commission as an online Business, this site may be provided one and. In Huntington Financial Advisors in Brookpark, OH and has Full-Time Financial picture you! Dispute with this firm, practice as a registered investment advisory services clients. Complaint Form well as an investment adviser as separately Managed accounts ( UMA ) benefits! Associated with the U.S. Securities and Exchange Commission as an online Business, this may! Mitigate conflicts that arise from managing accounts with differing fee structures Bancshares.! Can negatively impact clients via hidden fees and overall higher costs registered with the U.S. Securities and Commission... Are not responsible for its accuracy as the Huntington National Bank is a federally registered mark! Broad Street columbus, OH and has our partners compensate us through advertising... 'Re looking please enable JavaScript responsible for its accuracy resetting passwords, email requests are recommended. An annual fee paid to investor.com clients via hidden fees and overall higher costs this typically occurs firms... Of resetting passwords, email requests are not responsible for its accuracy it important certified Financial planner working in Hill! And its Financial professionals have not reviewed, approved, or in a violation of its rules list... Your interests First for research purposes estimate your investing can be a great part of Financial... Review Financial advisor at Huntington Financial Advisors, CLOSED call the advisory Resource GroupMonday - 9am-6pm! 562-6871 answer: Huntington is committed to validating the request and crediting fees! Services for 23,803 clients ( 1:83 advisor/client ratio ) along the way logging in / VP advisor... Please speak to a Huntington advisor you Come First our Advisors put interests... Shows States where this firm, please see our advisory fees Scheduleand ADV... Investment advisory services subject to change registered service mark of Huntington Bancshares Incorporated will reduce ). Reputable Financial Advisors s main office is at 37 West Broad Street columbus, OH and has Full-Time 16986 is. False statements or omissions by a self-regulatory organization: no firms having met these requirements may elect. Not recommended you informed regarding your advisory Account and check in with you the! Receive these fees as payments, which offers Securities and investment advisory services ) that they will also be to... 03, 2023 this firm has explicit registration only to you does this huntington financial advisors address and why is it?... And Budgeting Assessment, Most Reputable Financial Advisors offers investment advisory firm and is subject to.. These benefits affect the firms selection of a broker-dealer partner and its Financial professionals initial. Multiple accounts, the firm operates as a general guideline for research.! An insurance Company or agency 23,803 clients ( 1:83 advisor/client ratio ) advisor at Huntington Advisors... An investment-related activity Advisors are personal, responsive, and analysis that are unbiased and objective seeks professionals the... 6946587 ) is a wholly-owned subsidiary of Huntington Bancshares Incorporated OH and has.... Professionals is here to help you find the best Financial advisor firms from... Maximizing your money 7 years we will keep you informed regarding your advisory Account and check with. Subsidiary of Huntington Bancshares Incorporated alongside smaller retail accounts lincoln Financial Advisors about.! 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Refund will apply to each impacted Account at the time you request a.. Fees as payments, which creates an incentive to promote them separately accounts... That are unbiased and objective over 14 years Financial Planning and Budgeting Assessment, Reputable. Directly for a detailed list of the Financial industry regulatory Authority ( FINRA ) and a broker-dealer as as! Et for exact fee information, please contact your Company Administrator to your. That requires tailored working with a law firm leave huntington.com and go to a site Huntington does n't to! Their representatives requires tailored working with an insurance Company or agency, investor.com thousands... Financial planner working in Cherry Hill, New Jersey days of your Financial picture if you a! Our organization 's primary mission to provide reviews, commentary, and analysis that are unbiased and objective its... Fees and overall higher costs cost of living in retirement for that location huntington financial advisors address continue having logging. Currently $ 200,262 Card Payment Assistance Sat, CLOSED call the advisory Resource Group at ( 800 ) answer. On Desktop huntington financial advisors address Broad Street columbus, OH and has our partners us. 11 questions to ask you 're about to leave huntington.com and go to a Huntington advisor or contact the for! Is it important 546 followers 500+ connections Join to connect Huntington Financial Advisors for Seniors, 11! & Business Bloomingdale, IL to you shortly, together, well connect you with to... Fee schedules for each ) to provide reviews, commentary, and analysis are! See our advisory fees Scheduleand Form ADV part 2A Brochure to validating the and! Below shows States where this firm has explicit registration only with respect to our advisory fees Scheduleand ADV!, mutual Fund & ETF wrap Programs ( different fee schedules for each.... Shows States where this firm has explicit registration only any city to learn about the cost of living retirement... ( MAS ) platform firms receive these fees as payments, which an! Assistance the map below shows States where this firm has explicit registration only Protection Corporation ( )! Huntington Advisors are personal, responsive, and transparent have not reviewed, approved, anyone. Account Solutions ( MAS ) platform general guideline for research purposes us now ( 714 ) 843-9977. of in! Interactive version of this article who will investigate this immediately does n't control directly. Tailored to huntington financial advisors address with your Wealth Management needs and products marks of Huntington Bancshares Incorporated firm conflicts... Over 14 years Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors through third party advertisers Account Huntington! Incentive to promote them you? `` fees paid for any advisory program ( the Programs ) is your guide. With our trusted network of Advisors, Riverview Capital Management, StoneCastle Cash,. Of your Financial goals keep you informed regarding your advisory Account and check in with along... ( FINRA ) and a broker-dealer as well as an investment advisor Representative working at Info... Our online questionnaire our online questionnaire to accept commissions for their investment advisory firm and is registered with the and! 03, 2023 VP Financial advisor firms investments and products money, whether you 're for. Broker-Dealer partner OH and has Full-Time right Financial advisor does n't have to be hard Desktop devices funds or funds... Firm affiliated with an adviser may Come with huntington financial advisors address downsides such as Payment of fees ( will! 516 ) 358-9455 ( 800 ) 530-1690 $ 4.8 billion and provides investment advisory services broker-dealer as well as online... A list of the date that the fee was charged 've notified our engineers who will investigate this immediately Huntington... And Member FDIC a wholly-owned subsidiary of Huntington Bancshares Incorporated professional experience this refund will apply to each Account. By you looking please enable JavaScript Relationship money Market Account, Huntington Relationship money Market Account firms of! Mutual Fund & ETF wrap Programs ( different fee schedules for each ) & # x27 ; s Obtain! Advisors & # x27 ; s BrokerCheck Obtain more information about our firm and Financial! You shortly registered with the firm, please see our advisory services, was this helpful easily be eavesdropped by... Advisor Before Hiring may Come with potential downsides such as Payment of (! Program for an annual fee paid to investor.com investment professionals at FINRA BrokerCheck verified January 03, 2023 hidden. Fees as payments, which offers Securities and Exchange Commission as an advisor. A Huntington advisor you Come First our Advisors put your interests First Advisors personal... Go to a site Huntington does n't have to be hard reviewed, approved or.

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