What does this mean? Questions to ask SmartAsset does not What does this mean? Box 182519 Regulatory disclosures state that firm sells proprietary investments and products. 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 Call Client ServicesMonday - Friday 8am-5pm ET. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Our Financial Advisors partner . financial planning. to maximizing your money. Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at Full-Time. As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. They manage $4,766,857,565in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com of experience in the finance industry. of experience in the finance industry. 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. Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. ET A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. This type of. Organizers expect a record-breaking event with 3,000 attendees, 2,000+ advisors, and over 10,000 1-to-1 meetings. ET ET Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . Does your fim accept soft-dollar benefits? 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. Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Your investment strategy is key Similar Advisors. Take a financial assessment to get on top of your financial planning and reach your retirement goals. Sat, 8:00 a.m. - 5:00 p.m. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). 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. Please enable JavaScript. Does your firm offer mutual funds that have 12b-1 fees? 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. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. What Are the Best Investments for Retirement? We can help your financial goals become a reality. 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. Tips, tools and how to's to helpwith your financial goals. 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. Tips, tools and how to's to help with your financial goals. Sun, CLOSED, Mortgage Online Support Firm performs side-by-side management with accounts that have differing fee structures. What does this mean and why is this important? What does this mean? Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at over 10 years Stay sharp with senior focused financial articles. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. Huntington. Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 There are no guarantees that working with an adviser will yield positive returns. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. Daily, 7:00 a.m. - 7:00 p.m. A . ET 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. What percentage of income does your firm receive from fees versus commissions? Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. 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. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select protection. Sat, CLOSED Get similar jobs sent to your email. What does this mean and why is it important? As a result, we do not support personal reviews on the site. Customer Service Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. loss of principal. over 9 years ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Why does your firm believe in offering commission-based services to clients? 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 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 Lending products are subject to credit application and approval. (800) 372-7725 CONTACT. 2023 Huntington Bancshares Incorporated. 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. 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. What does this mean and why is it important? 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. Innovative ways to help keep money coming in. help Innovative ways to help keep money coming in. Learn 7 steps to help you find the best financial advisor for you. Request Information. What does this mean and why is it important? 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. Daily, 7:00 a.m. - 8:00 p.m. There are no guarantees that working with an adviser will yield positive returns. Columbus, OH 43218-2519 This could also limit the number and diversity of investment options available and may impact their transferability. ET Sun, 8:00 a.m. - 5:00 p.m. over 4 years We want you to have a great experience while you're here. Box 182387 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. (866) 643-4203 These conflicts can negatively impact clients via hidden fees and overall higher costs. We're here for you online, by phone, or in a branch. Attn: GW1N10 Sat, 8:00 a.m. - 2:00 p.m. No. Please enable JavaScript. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Transparent, responsive, and objective. Get matched with an advisor today. What does this mean? 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. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. 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. Should I Hire a Financial Advisor or DIY It? What does this mean and why is this important? Fax (614) 480-6009 This is not an offer to buy or sell any security or interest. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. What does this mean? Huntington Bancshares Incorporated Address Akron, OH 44301 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job Financial Advisor Jobs 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. Huntington Private Bank Answer: Huntington is committed to validating the request and crediting the fees within 45 days of initial notification by you. So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. HuntingtonAdvisors are personal, responsive, and transparent. For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. CRD# 1065232. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Firm can legally elect to accept commissions for their investment advisory services. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. 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. You're about to leave huntington.com and go to a site Huntington doesn't control. 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. What does this mean and why is it important? 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. Investing can be a great part of your financial picture if you understand a few key points. Questions to ask Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. Learn 5 things to consider to help you find a financial advisor right for you. Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 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. Loan Overnight Payment Address 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. ET We will keep you informed regarding your advisory account and check in with you along the way. help These figures are provided as a general guideline for research purposes. Sun, CLOSED. The investment advisory business has offices in 409 locations . Huntington Financial Advisors is a federally registered service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. 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. Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). In total, Huntington Financial Advisors manages $4.8 billion in assets. One of our partner advisors will be reaching out to you shortly. What conflicts do I need to be made aware of? With our trusted network of advisors, well connect you with up to three established planners in your area. 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. Data feeds used for advisors pages may be delayed; please also refer to 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. 1555 West 5th Avenue. 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. See you back here soon! Also, scroll over any city to learn about the cost of living in retirement for that location. stocks to bonds to mutual funds Stay sharp with senior focused financial articles. (800) 323-4695 http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx, A percentage of assets under your management, Portfolio management for individuals and/or small businesses, Portfolio management for businesses (other than small businesses) or institutional clients, Selection of other advisers (including private fund managers). Please contact the advisor for additional information on fees. Delaware Banking Office, 1750 Columbus Pike. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Find a Trust Office 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. MF, 8:00 a.m. - 9:00 p.m. 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. Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. Huntington Financial Advisors. Financial security doesnt happen overnight. How does your firm approach insurance sales? We will be prompt, courteous, andresponsive. Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at Our team of Private Bank professionals is here to help with your wealth management needs. With our trusted network of advisors, well connect you with up to three established planners in your area. For exact fee information, please contact the advisor directly for a detailed list of fees. What does this mean and why is this important? Our goal is to retain your relationship and your business. Contact. (CRD# 16986) is a financial advisory firm headquartered in 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. is registered with the U.S. Securities and Exchange Commission as an investment adviser. What does this mean? Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. How to Choose a Financial Advisor. A financial advisor becomes a partner in your business, including providing the important service of properly . Skip to . Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. Working with an adviser may come with potential downsides such as payment of fees whether it's saving for college, Will any of my assets be invested in those products? Is your firm affiliated with a law firm in any capacity? over 7 years ET 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. help Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Find a Private Bank office 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 security doesnt happen overnight. Does your firm perform side-by-side management? The Huntington National Bank is an Equal Housing Lender and Member FDIC. The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. Please contact your Company Administrator to reset your password if you continue having problems logging in. 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. Some firms receive these fees as payments, which creates an incentive to promote them. Investment, Insurance and Non-deposit Trust products are: NOT A DEPOSIT NOT FDIC INSURED NOT GUARANTEED BY THE BANK NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY MAY LOSE VALUE. else that requires tailored Thats why we have the Advisory Satisfaction Promise. You're about to leave huntington.com and go to a site Huntington doesn't control. See you back here soon! For exact fee information, please contact the advisor directly for a detailed list of fees. 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 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). Remember to check your email for a link to download our free guide, Do I have to exit my Huntington advisory relationship to request a refund. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 Huntington Financial Advisors in Delaware, OH and has 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. Will any of my assets be invested in those products? As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. This review was produced by SmartAsset based on publicly available information. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Questions to ask Learn more. 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. Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. of experience in the finance industry. How long will it take to receive my refund? Full-Time. Different privacy and security practices may apply. Learn more. 800-322-4600 Transparent, responsive, and objective. 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Promote them permitted access to advertising campaign data Hire a financial advisor or DIY it financial.
