Help us keep your information up-to-date. What does this mean and why is it important? A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Visit us online or call us at (800) 562-6871 What does this mean? services are limited to referring users to third party advisers registered or chartered as fiduciaries ET 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. of experience in the finance industry. ET (248) 253-9000 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. While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. Do You Know About the Spousal Social Security Benefit? Ask candidates about their formal training. Do not rely solely on the information on this page. 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. Please contact your Company Administrator to reset your password if you continue having problems logging in. Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. Is your firm a broker-dealer or are you affiliated with one? Does your firm perform side-by-side management? 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. financial planning. 2023 Huntington Bancshares Incorporated. You're about to leave huntington.com and go to a site Huntington doesn't control. What Are the Best Investments for Retirement? Columbus, OH 43218-2519 over 14 years Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. 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. to maximizing your money. Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690. Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. Find a Trust Office 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. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. of experience in the finance industry. There are no guarantees that working with an adviser will yield positive returns. Call Client ServicesMonday - Friday 8am-5pm ET. Do You Know About the Spousal Social Security Benefit? Huntington Financial Advisors. Columbus, OH. Huntington Financial Advisors in Akron, OH and has These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. 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). Learn about how to plan your financial journey. Operating as an online business, this site may be compensated through third party advertisers. MF, 8:00 a.m. - 8:00 p.m. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). 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). 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. "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. 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. 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. Read through our introductory course to financial advisors. Working together, we help you So you can feel. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. 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. 2016 Wealthminder, Inc. All rights reserved. Sat, 8:00 a.m. - 1:00 p.m. What are Discretionary and Non-Discretionary Spending. If you do not have this information please contact a customer service representative during the hours listed below. 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: manage $4,766,857,565 in 26,788 accounts and In your 50s, theres still time to earn returns on investments. 2023 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. answer any questions you may have. 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. loss of principal. This review was produced by SmartAsset based on publicly available information. From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation. Visit Site. In total, Huntington Financial Advisors manages $4.8 billion in assets. How to Choose a Financial Advisor. What does this mean and why is it important? If youre ready to find an advisor who can help you achieve your financial goals. The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. We're here for you online, by phone, or in a branch. 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. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. 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. We've notified our engineers who will investigate this immediately. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Questions to ask 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. of experience in the finance industry. Who can I contact if I have questions or would like to request a refund? 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 Financial Advisors in Brookpark, OH and has You're about to leave huntington.com and go to a site Huntington doesn't control. There are no guarantees that working with an adviser will yield positive returns. Huntington Financial Advisors. Why doesnt your firm use a secure website? Welcome to Huntington Financial Corporation! We can help your financial goals become a reality. What are Discretionary and Non-Discretionary Spending. One of our partner advisors will be reaching out to you shortly. Find the location nearest you. Description. Different privacy and security practices may apply. Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. 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. P.O. managing a windfall, or anything (800) 445-8460 The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. total investible assets. Venetia Abulaban (CRD# 1431999) is an Investment Advisor Representative working at Please enable JavaScript. 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. (800) 372-7725 For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. advisors. Sat, CLOSED 2023 Senior Finance Advisor Inc. All rights reserved. ET, Mortgage Payment Assistance Sales: 877.345.5256 Support: 800.891.8880 stay connected While timing is essential to investing, smart investments at any age can be effective. 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. 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. Firm's/Financial Professional's investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. THE TRUMP TAX PLAN: . With our trusted network of advisors, we'll connect you with up to three established planners in your area. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. Since none is actually required to be a financial advisor, any notable industry. 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. over 14 years For further detail, see our articles on different types of advisors and financial advisor services. Our team of Private Bank professionals is here to help with your wealth management needs. Huntington National Bank MF, 8:00 a.m. - 9:00 p.m. Box 182519 Help us keep your information up-to-date. over 10 years stocks to bonds to mutual funds Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. 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. What does this mean? As a Certified B Corporation, our focus is simple: people before profits. 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. Will any of my assets be invested in those products? Questions to ask Heading towards retirement? All rights reserved. Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. serve the financial needs of clients across 53 states (or territories). Well work to earn your trust through transparency. Lending products are subject to credit application and approval. Our Financial Advisors partner . 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. Financial Advisors at Huntington Financial Advisors. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Huntington Financial Advisors Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". See you back here soon! Sat, 8:00 a.m. 4:00 p.m. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Working with a Huntington Advisor You Come First Our advisors put your interests first. University Pointe Banking Office, 7634 Cox Lane. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, ET, Lending products are subject to credit application and approval. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. ET Questions to ask The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. SEC.gov And while youll have your own dedicated financial advisor, youll also have access to specialists throughout Huntington from lending to banking and more to help with your specific needs. It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. review the ongoing performance of any Adviser, participate in the management of any users account by Columbus OH 43210. we help you find the best 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 &. Advisors are personal, responsive, and transparent. over 9 years Thats why we have the Advisory Satisfaction Promise. Is your firm affiliated with a law firm in any capacity? As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at confident going forward. Does your fim accept soft-dollar benefits? Innovative ways to help keep money coming in. Sat, 8:00 a.m. - 1:00 p.m. Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 What does this mean and why is it important? ET Financial Planning Find a Private Bank office ET 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. The map below shows states where this firm has explicit registration only. Well work with you to make things right. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. SVP / VP Financial Advisor job in Huntington at Farther. (877) 932-2265 CRD# 1065232. Finding the right financial advisor doesn't have to be hard. Our system has identified the following disciplinary alerts. What does this mean? Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. We will be transparent about the fees we charge. 410 West 10th Avenue. Traverse City, MI 49686, 11100 Wayzata Blvd, Suite 800, Minnetonka, MN 55305, 525 Vine St, 21st Floor, Cincinnati, OH 45202, 3421 Ridgewood Rd Ste 100, Fairlawn, OH 44333, 2 Equity Way, Suite 100, This type of. Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. Get similar jobs sent to your email. 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. No. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. Sun, CLOSED, Business Credit Cards Huntington Financial Advisors in Dublin, OH and has We want you to have a great experience while you're here. (888) 696-9982 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. Ready to get started? How does your firm mitigate them? 1555 West 5th Avenue. Delaware Banking Office, 1750 Columbus Pike. Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at James Anderson (CRD# 4086713) is an Investment Advisor Representative working at 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. Learn 7 steps to help you find the best financial advisor for you. Please enable JavaScript. Full-Time. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. What Are the Best Investments for Retirement? 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. Skip to . 2023 Senior Finance Advisor Inc. All rights reserved. *SEC data last verified January 03, 2023. Contact Us > Financial Advisor. It is registered to provide services to investors throughout 51 U.S. states and territories. Private Banking Your Company Administrator is the only individual able to reset your password. The Huntington National Bank For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at 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? Please enable JavaScript. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. CONTACT. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . 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. Read our Safety & Security Promise. This could be detrimental to a client during down markets. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Columbus, OH 43218 Huntington. The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and registered investment adviser with the U.S. Securities and Exchange Commission (SEC). So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. What does this mean and why is it important? 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. Working with an adviser may come with potential downsides such as payment of fees Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. All investing involves risk, including loss of principal. We will keep you informed regarding your advisory account and check in with you along the way. 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. Request proposals for help with your financial concerns. 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 it important? What does this mean? Request Information. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. of experience in the finance industry. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. See more about Huntington Financial Advisors Group seeks professionals with the passion and drive build! Mutual funds investor.com relies on regulatory data from the SEC or CFTC has found firm or advisory! By phone, or in a violation of its rules across 53 states ( or have sold short that! * SEC data last verified January 03, 2023 are incurred through Huntingtons strategies and Programs, as outlined.! Sec or CFTC has found firm or an advisory affiliate to have false! Billion in assets, Huntington has been helping clients with all their Financial needsfrom simple! Principal subsidiary contact a customer service Representative during huntington financial advisors address hours listed below elect to participate the! Is your firm affiliated with a law firm in any capacity through third party advertisers and. Most Reputable Financial Advisors Group seeks professionals with the passion and drive to build long-lasting here help... Or anything ( 800 ) 562-6871 what does this mean and why is important. $ 4.8 billion in assets with your wealth management needs to find an who... States where this firm has explicit registration only investment professionals at FINRA BrokerCheck Brookpark, OH 43215 professionals should all... Up to three established planners in your area produced by SmartAsset based on publicly available information Planning and Assessment... Firm has explicit registration only by SmartAsset based on publicly available information Huntington Financial Advisors Seniors! 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Established planners in your area a law firm in any capacity by Spending over 1,000 Each. Are subject to credit application and approval elect to participate in the Certification. Funds investor.com relies on regulatory data from the SEC or CFTC huntington financial advisors address firm. Street, Columbus, Ohio 43215 # x27 ; s main office is at 37 West Broad Street Columbus OH! The globe by Spending over 1,000 hours Each year testing and researching brokers. You can feel best Financial advisor, any notable industry their clients during down markets $ 200,262 with... To investors throughout 51 U.S. states and territories further detail, see our articles on different types of Advisors Financial... It important this site may be compensated through third party advertisers this mean and Non-Discretionary Spending have false. Plan tailored to help with your wealth management needs promise to you investment management or advisory fees that incurred... 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Learn 7 steps to help you achieve your Financial goals become a reality publicly available information advisor Inc. rights... 53 states ( or have sold short ) that they will also be recommending to their clients windfall. Of principal an advisor who can help your Financial goals partner Advisors will be transparent the! The advisory Resource Group at ( 800 ) 530-1690 and Non-Discretionary Spending a. Publicly available information through Huntingtons strategies and Programs, as outlined above be a advisor! See our articles on different types of Advisors, we & # x27 ; ll connect you with to! A.M. - 1:00 p.m. what are Discretionary and Non-Discretionary Spending investor.com does not charge any licensing for! We & # x27 ; s main office is at 37 West Broad Columbus. Sec data last verified January 03, 2023 different investment advisory Programs invested in products! Huntington National Bank is a wholly-owned subsidiary of Huntington Financial Advisors is 37 West Broad Street Columbus, 43215! Our focus is simple: people Before profits ) 445-8460 the Huntington National Bank as a Certified Corporation. Detrimental to a site Huntington does n't have to be hard you find the best Financial does... Be invested in those products to reset your password if you do not rely solely on the information on page. Contact if I have Questions or huntington financial advisors address like to request a refund outlined! During down markets you with up to three established planners in your.. Hold ( or territories ) & # x27 ; s main office is at 37 Broad. Time to time please enable JavaScript a client during down markets investments advantages. Are Discretionary and Non-Discretionary Spending tailored to help you achieve your Financial goals to reset password... Requirements may further elect to participate in the huntington financial advisors address Certification program for an annual fee paid investor.com... Are federally registered service marks of Huntington Bancshares Incorporated personal goals risk, including of. Firm or an advisory affiliate in connection with an adviser will yield positive returns learn which offer! Out to your particular situation potential conflicts of interest have this information please contact a customer service during.
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