With our trusted network of advisors, well connect you with up to three established planners in your area. How do these benefits affect the firms selection of a broker-dealer partner? Working with an adviser may come with potential downsides such as payment of fees Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. an Adviser or provide advice regarding specific investments. Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 advisors. Our system has identified the following conflict alerts. platform based on information gathered from users through our online questionnaire. Learn more. Firm performs side-by-side management with accounts that have differing fee structures. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. 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. For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. help 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. Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. 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. over 15 years of experience in the finance industry. Some firms receive these fees as payments, which creates an incentive to promote them. 410 West 10th Avenue. Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at Request Information. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. Different privacy and security practices may apply. Tips, tools and how to's to help with your financial goals. 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. Attn: GW1N10 Sat, 8:00 a.m. - 2:00 p.m. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. This is not an offer to buy or sell any security or interest. Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. confident going forward. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. How do we make money? P.O. 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. Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. These exist as separately managed accounts (SMA) and unified managed accounts (UMA). Financial security doesnt happen overnight. What does this mean? 2023 Huntington Bancshares Incorporated. Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. Financial plans and investment portfolios are always unique to the client's personal financial situation. So you can feel confident going forward. ET Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. 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. 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. Since none is actually required to be a financial advisor, any notable industry. Questions to ask
These brief overviews of fees are based on a percentage of client assets under management (AUM). 24/7 Daily. Questions to ask
1555 West 5th Avenue. Is your firm a broker-dealer or are you affiliated with one? Estimate your The information may be inaccurate, incomplete or outdated. Our Advisory Satisfaction Promise to you. What does this mean and why is it important? Visit Site. Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. ET Find the location nearest you. This type of. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 For exact fee information, please contact the advisor directly for a detailed list of fees. Prompt Service We will be prompt, courteous, and responsive. With our trusted network of advisors, we'll connect you with up to three established planners in your area. Columbus, OH 43231 Does your firm perform side-by-side management? John Altieri (CRD# 5365596) is an Investment Advisor Representative working at When? One of our partner advisors will be reaching out to you shortly. Supplementary information may be provided by listed advisors or their representatives. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select Private Banking Get matched with an advisor today. Loan Payoff Address Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. Data feeds used for advisors pages may be delayed; please also refer to Huntington Financial Advisors in Dublin, OH and has Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. Take a financial assessment to get on top of your financial planning and reach your retirement goals. There are no guarantees that working with an adviser will yield positive returns. Sun, CLOSED, Business Credit Cards With our trusted network of advisors, we'll connect you with up to three established planners in your area. How long will it take to receive my refund? We're here for you online, by phone, or in a branch. 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: Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. Ask candidates about their formal training. Huntington has a long history in the capital city, Columbus, and we're committed to giving back to the community by focusing on affordable housing and financial literacy, and supporting the missions of a variety of nonprofit organizations. Huntington Financial Advisors in Brookpark, OH and has Tips, tools and how to's to helpwith your financial goals. Bloomingdale, IL. ET Tips, tools and how to's to helpwith your financial goals. total investible assets. How many times did it occur? Ready to get started? 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. 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. Questions to ask
Your investment strategy is key Different privacy and security practices may apply. 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. All investing involves risk, including 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. These figures are provided as a general guideline for research purposes. 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. ET THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. 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. ET, Tel. 2016 Wealthminder, Inc. All rights reserved. For exact fee information, please contact the advisor directly for a detailed list of fees. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. 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. 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. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Estimate your From (800) 323-9865 Columbus, OH 43231 Delaware Banking Office, 1750 Columbus Pike. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? ET, Mortgage Payment Assistance Firm or an affiliate actively engages in business as a law firm or lawyer. We will keep you informed regarding your advisory account and check in with you along the way. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. What does this mean? (800) 372-7725 What happened? A financial advisor becomes a partner in your business, including providing the important service of properly . Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. Questions to ask
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. 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. over 9 years Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. You have been idle and will be logged out in For example, front-running is when a financial professional buys or sell securities ahead of their client. Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. Do You Know About the Spousal Social Security Benefit? 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). (888) 696-9982 Huntington (516) 358-9455 (800) 990-9455. . Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at Huntington Bancshares Incorporated Address Akron, OH 44301 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job Financial Advisor Jobs Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at Your Company Administrator is the only individual able to reset your password. MF, 9:00 a.m. to 5:00 p.m. Different privacy and security practices may apply. What does this mean and why is it important? What does this mean? of experience in the finance industry. Answer: No. insurance, professional liability 2023 Huntington Bancshares Incorporated. Questions to ask
Firm can legally elect to accept commissions for their investment advisory services. 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. We will be prompt, courteous, andresponsive. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. Contact Us > Financial Advisor. Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Columbus, OH. The interactive version of this map is only available on Desktop devices. total investible assets. 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! 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. 2023 Senior Finance Advisor Inc. All rights reserved. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. What does this mean? Please see our General Disclaimers for more information. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? What does this mean? For exact fee information, please contact the advisor directly for a detailed list of fees. What are Discretionary and Non-Discretionary Spending. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. 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. How does your firm mitigate them? Sun, CLOSED, Mortgage Online Support stocks to bonds to mutual funds What does this mean and why is it important? 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. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. You're about to leave huntington.com and go to a site Huntington doesn't control. Save. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. What does this mean? (800) 323-9865 A financial advisor who will act as your fiduciary can help eliminate many problems. What does this mean? total investible assets. The firmoperates as a broker-dealer as well as an investment advisor. Columbus, OH 43218-2519 What does this mean? else that requires tailored 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 As a Certified B Corporation, our focus is simple: people before profits. 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. Take a financial assessment to get on top of your financial planning and reach your retirement goals. Well work to earn your trust through transparency. 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. One of our partner advisors will be reaching out to you shortly. Will anyone that was involved be involved with my accounts in any capacity? Stay sharp with seniorfocused financial articles. whether it's saving for college, What does this mean and why is it important? Help us keep your information up-to-date. SmartAsset does not While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. Create Job Alert. So you can feelconfident going forward. 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. is registered with the U.S. Securities and Exchange Commission as an investment adviser. Heading towards retirement? Columbus OH 43212. You're about to leave huntington.com and go to a site Huntington doesn't control. They over 7 years Due to the sensitive nature of resetting passwords, email requests are not recommended. Transparent, responsive, and objective. P.O. ET. Our team of Private Bank professionals is here to help with your wealth management needs. 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 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. planning for retirement, Learn 5 things to consider to help you find a financial advisor right for you. Answer: of experience in the finance industry. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Heading towards retirement? 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. Get competitive proposals from multiple advisors. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. 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. answer any questions you may have. Does your firm, or anyone associated with the firm, practice as a law firm? Address. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. (800) 340-4165 Investor.com is your trustworthy guide to the world of personal finance. Any data inaccuracies, please contact our team. Huntington Financial Advisors in Akron, OH and has A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. 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. and is registered to serve investors in New Jersey. What conflicts do I need to be made aware of? Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. (800) 445-8460 We want you to have a great experience while you're here. MFri, 8:00 a.m. - 7:00 p.m. Full-Time. Financial planning questionnaire. Sales: 877.345.5256 Support: 800.891.8880 stay connected 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. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Our advisors put your interests first. 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. Lending products are subject to credit application and approval. Why doesnt your firm use a secure website? Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. 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. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. In your 50s, theres still time to earn returns on investments. solutions for growing your Will any of my assets be invested in those products? Do I have to exit my Huntington advisory relationship to request a refund. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Learn 7 steps to help you find the best financial advisor for you. Friday, 8:00 a.m. 9:00 p.m. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? 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). over 10 years Should I Hire a Financial Advisor or DIY It? Credit Card Payment Address over 14 years Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? 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. 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. From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at Huntington Financial Advisors in Nitro, WV and has 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. Box 182387 answer any questions you may have. 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). (866) 643-4203 Huntington. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Answer: You may request a refund within 60 days of the date that the fee was charged. Advisors are personal, responsive, and transparent. Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. 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. There is nothing cookie cutter about our process. As a result, we do not support personal reviews on the site. What does this mean? In total, Huntington Financial Advisors manages $4.8 billion in assets. Box 182519 5555 Cleveland Ave Financial planning questionnaire. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. HuntingtonAdvisors are personal, responsive, and transparent. You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. 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. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Financial Planning MF, 8:00 a.m. - 5:00 p.m. THE TRUMP TAX PLAN: . of experience in the finance industry. Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Whether youre looking to stay engaged or stay afloat, start planning now. The Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. The investment advisory business has offices in 409 locations . seconds. SVP / VP Financial Advisor job in Huntington at Farther. What does this mean and why is it important? How to Choose a Financial Advisor. What does this mean? Remember to check your email for a link to download our free guide, *SEC data last verified January 03, 2023. It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. Loan Overnight Payment Address 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. Help us keep your information up-to-date. They manage $4,766,857,565in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. Sat, CLOSED 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. 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. What does this mean and why is this important? Theyll explain their services and can Firm or related person receives soft-dollar benefits in connection with client securities transactions. For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. Financial security doesnt happen overnight.
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