Well work with you to make things right. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. over 10 years 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. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. With our trusted network of advisors, we'll connect you with up to three established planners in your area. Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. Questions to ask 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. If youre ready to find an advisor who can help you achieve your financial goals. What does this mean? What conflicts arise from this relationship? Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Financial Advisors at Huntington Financial Advisors. 2023 Senior Finance Advisor Inc. All rights reserved. Questions to ask Our system has identified the following disciplinary alerts. 2023 Huntington Bancshares Incorporated. 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). Data feeds used for advisors pages may be delayed; please also refer to What does this mean? Learn more. ET 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 Description. help SVP / VP Financial Advisor job in Huntington at Farther. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. (866) 643-4203 While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. Your needs are unique. Remember to check your email for a link to download our free guide, Here's how we make money. Any data inaccuracies, please contact our team. What does this mean and why is it important? Address. . 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 planning questionnaire. They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. Firm or an affiliate actively engages in business as a law firm or lawyer. No. What does this mean? Stay sharp with senior focused financial articles. Our goal is to retain your relationship and your business. John Altieri (CRD# 5365596) is an Investment Advisor Representative working at Advisors are personal, responsive, and transparent. of experience in the finance industry. Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. in. 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. 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. How do we make money? 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. over 8 years Columbus OH 43212. #101, Huntington Beach, CA 92647. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. 410 West 10th Avenue. What does this mean? Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. We will deliver solutions that fit your needs. The firmoperates as a broker-dealer as well as an investment advisor. 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). 2631 East Main Street. We promise to keep your information safe and secure. ET. All rights reserved. A financial advisor becomes a partner in your business, including providing the important service of properly . Help us keep your information up-to-date. When making investment decisions, the firm aims for broad diversification. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Our team of Private Bank professionals is here to help with your wealth management needs. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 advisors. Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. When? Will any of my assets be invested in those products? 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. A regulatory agency other than 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. Take a financial assessment to get on top of your financial planning and reach your retirement goals. (877) 932-2265 Please contact your Company Administrator to reset your password if you continue having problems logging in. What does this mean and why is it important? 24/7 Daily. of experience in the finance industry. What are Discretionary and Non-Discretionary Spending. In your 50s, theres still time to earn returns on investments. Questions to ask Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. of experience in the finance industry. (800) 372-7725 managing a windfall, or anything Most Reputable Financial Advisors for Seniors, Senior Investments: The Best Investments for Retirement, Top 11 Questions to Ask a Financial Advisor Before Hiring. answer any questions you may have. total investible assets. People are living longer, which means it is more crucial than ever before to strategically plan your finances so you can fully enjoy your golden years. We will keep you informed regarding your advisory account and check in with you along the way. 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. Questions to ask Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. Fax (614) 480-6009 Columbus, OH 43218 Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. confident going forward. Average Retirement Savings: How Do You Compare? 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. Which securities does your firm trade for itself that it will also be recommending to me? (800) 340-4165 over 14 years 2023 Reink Media Group LLC. For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690. 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. Independence Capital Company, Inc. Richard J. Martin. Account minimums vary, depending on the advisory program. 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. Different privacy and security practices may apply. 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. What does this mean and why is it important? Finding the right financial advisor doesn't have to be hard. MF, 8:00 a.m. - 8:00 p.m. In total, Huntington Financial Advisors manages $4.8 billion in assets. Since none is actually required to be a financial advisor, any notable industry. Heading towards retirement? help What does this mean and why is this important? Find the location nearest you. Delaware Banking Office, 1750 Columbus Pike. 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. Questions to ask These conflicts can negatively impact clients via hidden fees and overall higher costs. Investor.com is your trustworthy guide to the world of personal finance. There are no guarantees that working with an adviser will yield positive returns. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. Financial planning questionnaire. Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at Call us now (714) 843-9977. The Huntington National Bank is an Equal Housing Lender and Member FDIC. One of our partner advisors will be reaching out to you shortly. Attn: GW1N10 Box 182519 Does the firm offer products that have performance-based fees, or does it accept performance-based fees? ET Private Bank Private Banking Find a Private Bank office M-F, 8:00 a.m. - 5:00 p.m. Request Information. Lending products are subject to credit application and approval. 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. Similar Advisors. Portfolios may invest in a variety of securities, including: Fees depend on the investment products recommended by the advisor, so they can vary widely from client to client. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select 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! What does this mean and why is it important? help 24/7 Daily, Commercial Credit Cards After your visit, would you be willing to provide some quick feedback? Your Company Administrator is the only individual able to reset your password. What does this mean and why is it important? "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. ET, Tel. What does this mean? We want you to have a great experience while you're here. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Sat, 8:00 a.m. - 2:00 p.m. So you can feelconfident going forward. Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. Huntington (516) 358-9455 (800) 990-9455. . The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. ET Online Trust Support for Portfolio Today Credit Card Payment Address Different privacy and security practices may apply. Do You Know About the Spousal Social Security Benefit? The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. We're here for you online, by phone, or in a branch. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. to maximizing your money. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. money, whether you're looking of experience in the finance industry. What does this mean and why is it important? Every client is different. Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? Whether youre looking to stay engaged or stay afloat, start planning now. Skip to . Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Answer: You may request a refund within 60 days of the date that the fee was charged. 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. Cranberry Township, PA. Posted: January 03, 2023. 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. Find a Private Bank office How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? planning for retirement, Questions to ask Daily, 7:00 a.m. - 8:00 p.m. For the most up-to-date information, please view the applicable SEC and FINRA reports above. manage $4,766,857,565 in 26,788 accounts and Full-Time. Contact Us > Financial Advisor. . Credit Card Customer Service So you can feel. else that requires tailored Do You Know About the Spousal Social Security Benefit? Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. ET 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. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. Questions to ask We will work with you to build a customized plan and regularly track your progress. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. Firm or a related person trades securities for themselves that they also recommend to their clients. (CRD# 16986) is a financial advisory firm headquartered in Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. Tips, tools and how to's to help with your financial goals. 2023 Huntington Bancshares Incorporated. You have been idle and will be logged out in The interactive version of this map is only available on Desktop devices. How do these benefits affect the firms selection of a broker-dealer partner? advisors. total investible assets. prepare for major life events, 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 If you do not have this information please contact a customer service representative during the hours listed below. 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. Different privacy and security practices may apply. 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. For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Sat, CLOSED How to Choose a Financial Advisor. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Whether youre looking to stay engaged or stay afloat, start planning now. Huntington Installment Loans Columbus, OH 43231 over 15 years Sales: 877.345.5256 Support: 800.891.8880 stay connected Please see our General Disclaimers for more information. Find a Trust Office Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. Description. 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 an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. We will act in your best interest. All investing involves risk, including Learn the main steps you need to take to be successful when it comes to retirement savings and planning. ET, Lending products are subject to credit application and approval. 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 Tips, tools and how to's to helpwith your financial goals. Learn 5 things to consider to help you find a financial advisor right for you. *SEC data last verified January 03, 2023. Sun, CLOSED, Apply for a Mortgage They manage $4,766,857,565in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). over 9 years 5555 Cleveland Ave Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. 50 years of combined leasing and financing experience We provide equipment leasing for transactions from $5,000 to $10,000,000 in the following areas: What does this mean? Huntington Advisors are personal, responsive, and transparent. We want you to have a great experience while you're here. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAssets reviews. Remember to check your email for a link to download our free guide, 1555 West 5th Avenue. Columbus, OH 43218-2519 See you back here soon! This could be detrimental to a client during down markets. 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 in Delaware, OH and has Does your fim accept soft-dollar benefits? Tips, tools and how to's to help with your financial goals. 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 &. Why does your firm believe in offering commission-based services to clients? Our partners compensate us through paid advertising. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. Answer: Huntington is committed to validating the request and crediting the fees within 45 days of initial notification by you. services are limited to referring users to third party advisers registered or chartered as fiduciaries What Are the Best Investments for Retirement? Do You Know About the Spousal Social Security Benefit? compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). What does this mean and why is this important? Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. ET It'll only take a minute. platform based on information gathered from users through our online questionnaire. Our advisors put your interests first. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . As a result, we do not support personal reviews on the site. We value your opinion. How does your firm approach insurance sales? Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures.
