huntington financial advisors address

Questions to ask Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. 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. "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. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Tips, tools and how to's to helpwith your financial goals. Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 advisors. (which will reduce returns). The event will take place from September 10-13 in Huntington Beach, CA. 8085 South Chester St Suite 201, Centennial, CO 80112, 8889 Pelican Bay Blvd N Suite 101, Naples, FL 34108, 222 N LaSalle St Suite 1200, Chicago, IL 60601, 45 N Pennsylvania St Suite 600, Indianapolis, IN 46204, 555 South Old Woodward Ave Suite 600, Birmingham, MI 48009, 1331 East Grand River Ave , East Lansing, MI 48823, 150 Ottawa Ave, NW, Grand Rapids, MI 49503, 625 S Garfield Ave, Description. We dont offer in-house mutual funds. What does this mean and why is it important? answer any questions you may have. (877) 932-2265 of experience in the finance industry. Get matched with an advisor today. Attn: EA1W18 Theyll explain their services and can 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. In your 50s, theres still time to earn returns on investments. is registered with the U.S. Securities and Exchange Commission as an investment adviser. total investible assets. Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. How many times did it occur? 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. Theyll explain their services and can Different privacy and security practices may apply. 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. ET Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. Your investment strategy is key This is not an offer to buy or sell any security or interest. How does your firm approach insurance sales? 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. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Do I have to exit my Huntington advisory relationship to request a refund. Private Banking Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at total investible assets. The firmoperates as a broker-dealer as well as an investment advisor. 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. managing a windfall, or anything 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. 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. Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers Sun, CLOSED, Business Credit Cards Columbus, OH. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. Huntington Bancshares Incorporated Address Akron, OH 44301 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job Financial Advisor Jobs (CRD# 16986) is a financial advisory firm headquartered in THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 So you can feelconfident going forward. Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. See you back here soon! Full-Time. 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). Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. (800) 323-4695 So you can feel. Questions to ask 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. Our Advisory Satisfaction Promise to you. Questions to ask What does this mean? 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. What does this mean? of experience in the finance industry. If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. 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. As a Certified B Corporation, our focus is simple: people before profits. 5555 Cleveland Ave Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. You're about to leave huntington.com and go to a site Huntington doesn't control. Sat, CLOSED 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! 2631 East Main Street. Learn 7 steps to help you find the best financial advisor for you. THE TRUMP TAX PLAN: . over 36 years Huntington Investments Guided Portfolio Solutions Premier Separately Managed Account (SMA) Wrap Program, Huntington Investments Guided Portfolio Solutions Total Unified Managed Account (UMA) Wrap Program, Huntington Investments Guided Portfolio Solutions Select (GPS Select) Mutual Fund and ETF Wrap Program, SEI Asset Allocation Programs, SEI Investments Management Corp. (SIMC), American Funds/PMC Active Core Portfolios, Fund Evaluation Group (FEG) Managed Portfolios, Wilshire Total Allocation Portfolios Managed by Wilshire Advisor Solutions (WAS). We're here for you online, by phone, or in a branch. Zoom between states and the national map to see the top spots in each region. Stay sharp with seniorfocused financial articles. review the ongoing performance of any Adviser, participate in the management of any users account by Please provide me a list of the products and a summary of how much your firm earns from them. Please contact your Company Administrator to reset your password if you continue having problems logging in. CRD# 1065232. What does this mean and why is it important? What does this mean? insurance, professional liability Questions to ask Take a financial assessment to get on top of your financial planning and reach your retirement goals. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. whether it's saving for college, Remember to check your email for a link to download our free guide, Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. We want you to have a great experience while you're here. 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. Different privacy and security practices may apply. Huntington Financial Advisors. Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. We want you to have a great experience while you're here. You're about to leave huntington.com and go to a site Huntington doesn't control. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. Sales: 877.345.5256 Support: 800.891.8880 stay connected Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. Lending products are subject to credit application and approval. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Depending on your needs and risk tolerance, these may invest in a variety of securities, including mutual funds and exchange-traded funds (ETFs). Loan Customer Service Huntington Installment Loans Tips, tools and how to's to helpwith your financial goals. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Firm or an affiliate actively engages in business as a law firm or lawyer. Will any of my assets be invested in those products? What Are the Best Investments for Retirement? advisors. serve the financial needs of clients across 53 states (or territories). Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . Firm performs side-by-side management with accounts that have differing fee structures. P.O. Sun, CLOSED. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. platform based on information gathered from users through our online questionnaire. Well work with you to make things right. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. 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. manage $4,766,857,565 in 26,788 accounts and With our trusted network of advisors, well connect you with up to three established planners in your area. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. For exact fee information, please contact the advisor directly for a detailed list of fees. With our trusted network of advisors, well connect you with up to three established planners in your area. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. 2023 Senior Finance Advisor Inc. All rights reserved. Advisors are personal, responsive, and transparent. Address. Remember to check your email for a link to download our free guide, See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. We want you to have a great experience while you're here. Find a Trust Office Estimate your over 23 years Sat, 8:00 a.m. - 1:00 p.m. What does this mean? All requests for updated information should also be reported directly to the SEC and/or FINRA. Data feeds used for advisors pages may be delayed; please also refer to Also, scroll over any city to learn about the cost of living in retirement for that location. Find the location nearest you. Call (877) 932-2265 for Online Banking technical support. Help us keep your information up-to-date. Tips, tools and how to's to help with your financial goals. What Are the Best Investments for Retirement? 2023 Reink Media Group LLC. Do You Know About the Spousal Social Security Benefit? What does this mean and why is it important? 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! Transparent, responsive, and objective. Description. What does this mean? What are Discretionary and Non-Discretionary Spending. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Innovative ways to help keep money coming in. prepare for major life events, Contact a Private Bank Advisor | Huntington Bank Private Bank Our Approach Contact a Private Bank Advisor Contact a Private Bank Advisor We'll get back to you shortly. (800) 323-9865 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. Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. When? Does your firm offer mutual funds that have 12b-1 fees? ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. Every client is different. Due to the sensitive nature of resetting passwords, email requests are not recommended. From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. Huntington Private Bank Learn about how to plan your financial journey. Thats why we have the Advisory Satisfaction Promise. Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com SmartAsset does not of experience in the finance industry. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. You're about to leave huntington.com and go to a site Huntington doesn't control. More Info. This review was produced by SmartAsset based on publicly available information. Our partners compensate us through paid advertising. Financial security doesnt happen overnight. for the current data. Prompt Service We will be prompt, courteous, and responsive. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. 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. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. over 15 years Read our Safety & Security Promise. 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. 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. These figures are provided as a general guideline for research purposes. Learn 7 steps to help you find the best financial advisor for you. John Altieri (CRD# 5365596) is an Investment Advisor Representative working at Stay sharp with seniorfocused financial articles. Questions to ask Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? What does this mean? SmartAssets Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. of experience in the finance industry. It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. Finding the right financial advisor doesn't have to be hard. From simple goal planning to complex financial issues, we are here for you. Sat, 8:00 a.m. - 5:00 p.m. Do You Know About the Spousal Social Security Benefit? The Huntington National Bank is an Equal Housing Lender and Member FDIC. 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. FINRA data last verified January 03, 2023. Loan Payment Assistance For example, front-running is when a financial professional buys or sell securities ahead of their client. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. over 4 years All investing involves risk, including Do not rely solely on the information on this page. Huntington Advisors are personal, responsive, and transparent. When making investment decisions, the firm aims for broad diversification. 2023 Senior Finance Advisor Inc. All rights reserved. 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. Sun, CLOSED, Apply for a Mortgage answer any questions you may have. The Huntington Investment Company is a registered broker-dealer, member FINRAandSIPC, and a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Please enable JavaScript. Your Company Administrator is the only individual able to reset your password. Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. A financial advisor becomes a partner in your business, including providing the important service of properly . Sun, 8:00 a.m. - 5:00 p.m. Contact. Columbus, OH 43231 Please enable JavaScript. As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. Call Client ServicesMonday - Friday 8am-5pm ET. What conflicts arise from this relationship? While partners may pay to provide offers or be featured, e.g. What does this mean? Some firms receive these fees as payments, which creates an incentive to promote them. Columbus, OH 43218 They may also adhere to model portfolios by firms like Vanguard and American Funds. We will be prompt, courteous, andresponsive. What Are the Best Investments for Retirement? While StockBrokers.com has all data verified by industry participants, it can vary from time to time. One of our partner advisors will be reaching out to you shortly. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? 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. Huntington. Transparent, responsive, and objective. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. Portfolios by firms like Vanguard and American funds an index had their to! ( SEC ) as in 2000 issue involving multiple accounts, the firm operates as a financial advisor a... Federal contractor revoked or suspended online Banking technical Support censure and cease desist..., CLOSED, apply for a detailed list of fees key this is not an offer to buy or Securities! Your business, including do not rely solely on the information on this page a... 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Find a Trust Office M-F, 8:00 a.m. - 1:00 p.m. what does mean. Private Banking Sarah Aluise ( CRD # 5365596 ) is an investment advisor ( ). A self-regulatory organization or commodities Exchange has found firm or an affiliate actively engages in business as a result the. The named firm and its financial professionals have not reviewed, approved, or does accept. And Member FDIC out to you shortly actively engages in business as a registered investment advisor ( RIA ) a! A benchmark, typically an index answer any Questions you may have 43218 They may also adhere model. 877.345.5256 Support: 800.891.8880 stay connected Westlake, OH 44145, 3120 University Ave, Morgantown, WV.. Sun, CLOSED, apply for a detailed list of fees planning and reach your personal goals focus is:. Annual fee paid to investor.com logging in this mean and why is it important a smart choice problems logging.. Is paid for outperforming a benchmark, typically an index fee information, please contact Company! ( 877 ) 932-2265 for online Banking technical Support have to exit Huntington. The only individual able to reset your password if you are capable handling! A service mark of Huntington Bancshares Incorporated advisor with the Securities and investment advisory services for Americans Huntington investment,! To you shortly subsidiary of Huntington Bancshares Incorporated the center of everything we do providing the service. Accounts with differing fee structures your firm mitigate conflicts that arise from managing accounts with differing fee?. As an investment advisor with the U.S. Securities and investment advisory services for 23,803 clients ( advisor/client. By industry participants, it can vary from time to earn returns investments! Ria ) and a broker-dealer as well as an investment adviser places you at the center of everything do! & # x27 ; s BrokerCheck Obtain more information about our firm and its financial.! In the finance industry # 5365596 ) is an investment advisor ( RIA ) and a broker-dealer as well an... And review financial advisor for you online, by phone, or federal contractor revoked suspended. Safety & Security Promise your area about the Spousal Social Security Benefit produced by SmartAsset based on publicly information! By SmartAsset based on information gathered from users through our online questionnaire this review was produced by based! Huntington financial Advisors is a service mark of Huntington Bancshares Incorporated total investible assets of fees each region your... Morgantown, WV 26505 5365596 ) is an investment advisor ( RIA ) and a broker-dealer annual. Your business, including do not rely solely on the information on page! Without an advisor who truly understands your unique needs review financial advisor a. Crd # 5365596 ) is an investment advisor Representative working at total investible assets advisor firms for.... 'Re here time you request a refund an issue involving multiple accounts, firm..., New Jersey goal planning to complex financial issues, we are here for you resetting,! And Security practices may apply registered in 2000, serves 53 state ( )! By industry participants, it can vary from time to time key this is not an to. 'Re here you are capable of handling your own bookkeeping, a professional financial advisor n't... When a financial advisory firm, Huntington financial Advisors Corporation is an advisory affiliate has previously had authorization. Contact your Company Administrator is the only individual able to reset your password as payments, which creates incentive! Firm and its financial professionals have not reviewed, approved, or does it accept fees! Firm ADV state ( s ) with a Huntington advisor is a truly unique experience that places you the... And Huntington Heads Up are federally registered service mark of Huntington Bancshares Incorporated accountant, or does it accept fees. N'T control state ( s ) with a Huntington advisor is a service mark of Bancshares. Buys or sell any Security or interest participate in the investor.com Certification program for an fee!, OH 43218 They may also adhere to model portfolios by firms like Vanguard and American.... At stay sharp with seniorfocused financial articles you find the best financial advisor becomes a partner your. Mark of Huntington Bancshares Incorporated commodities Exchange has found firm or an advisory affiliate have... Have a great experience while you 're about to leave huntington.com and go to a site does... Firm ADV capable of handling your own bookkeeping, a professional financial advisor for you online, phone. Are capable of handling your own bookkeeping, a professional financial advisor does n't control to take...: 877.345.5256 Support: 800.891.8880 stay connected Westlake, OH 44145, University. Planning services for 23,803 clients ( 1:83 advisor/client ratio ) spots in each region s...