Box 182519 First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select Questions to ask answer any questions you may have. Huntington. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. of experience in the finance industry. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. (866) 643-4203 More Info. With our trusted network of advisors, we'll connect you with up to three established planners in your area. 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. Loan Customer Service 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). SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any users account by an Adviser or provide advice regarding specific investments. Stay sharp with seniorfocused financial articles. Data feeds used for advisors pages may be delayed; please also refer to 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. Any data inaccuracies, please contact our team. What does this mean? Huntington Bancshares Incorporated Address West Bloomfield, MI 48322 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job All Jobs Branch Financial Advisor Jobs The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. Heading towards retirement? Get matched with an advisor today. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Working with a Huntington Advisor You Come First Our advisors put your interests first. ET Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). All rights reserved. What does this mean? Thats why we have the Advisory Satisfaction Promise. ET Who can I contact if I have questions or would like to request a refund? Sun, CLOSED, Business Credit Cards Huntington Financial Advisors in Brunswick, OH and has How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Investing can be a great part of your financial picture if you understand a few key points. over 10 years 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. How does your firm mitigate them? , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. ET Online Trust Support for Portfolio Today Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Do not rely solely on the information on this page. Stay sharp with seniorfocused financial articles. What are Discretionary and Non-Discretionary Spending. 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 felony. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. You're about to leave huntington.com and go to a site Huntington doesn't control. Theyll explain their services and can licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Daily, 7:00 a.m. - 7:00 p.m. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. 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. Huntington Private Bank ET. seconds. Visit us online or call us at (800) 562-6871 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. Your needs are unique. Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 advisors. (800) 323-4695 (800) 445-8460 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 P.O. Loan Overnight Payment Address Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. If you do not have this information please contact a customer service representative during the hours listed below. answer any questions you may have. Huntington Financial Advisors in Delaware, OH and has What does this mean? Huntington (516) 358-9455 (800) 990-9455. . Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. 2016 Wealthminder, Inc. All rights reserved. Answer: You may request a refund within 60 days of the date that the fee was charged. For further detail, see our articles on different types of advisors and financial advisor services. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Every client is different. 24/7 Daily, Credit Card Payment Assistance - Personal & Business FINRA data last verified January 03, 2023. Learn 5 things to consider to help you find a financial advisor right for you. Learn more. A . 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. or Find a Private Bank location View Locations Why doesnt your firm use a secure website? ET an Adviser or provide advice regarding specific investments. Columbus, OH 43218 In your 50s, theres still time to earn returns on investments. 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. . So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. We will work with you to build a customized plan and regularly track your progress. See you back here soon! Read our Safety & Security Promise. It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. Questions to ask With our trusted network of advisors, we'll connect you with up to three established planners in your area. They may also adhere to model portfolios by firms like Vanguard and American Funds. Your Company Administrator is the only individual able to reset your password. ET, Lending products are subject to credit application and approval. Theyll explain their services and can Read through our introductory course to financial advisors. Columbus OH 43210. Loan Payoff Address You're about to leave huntington.com and go to a site Huntington doesn't control. Questions to ask This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. of experience in the finance industry. We will be prompt, courteous, andresponsive. 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. 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. What conflicts arise from this relationship? We will deliver solutions that fit your needs. What does this mean? 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. 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. Remember to check your email for a link to download our free guide, 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. For the most up-to-date information, please view the applicable SEC and FINRA reports above. What does this mean? Get matched with an advisor today. Investing can be a great part of your financial picture if you understand a few key points. Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. We want you to have a great experience while you're here. Also, scroll over any city to learn about the cost of living in retirement for that location. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. Sat, 8:00 a.m. - 1:00 p.m. platform based on information gathered from users through our online questionnaire. Whether youre looking to stay engaged or stay afloat, start planning now. What does this mean? Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Transparent, responsive, and objective. Does your firm offer mutual funds that have 12b-1 fees? Stay sharp with senior focused financial articles. Sat, 8:00 a.m. - 5:00 p.m. There are no guarantees that working with an adviser will yield positive returns. Sun, CLOSED, Mortgage Online Support This could also limit the number and diversity of investment options available and may impact their transferability. 2631 East Main Street. The interactive version of this map is only available on Desktop devices. Well work with you to make things right. Terms of Use | Disclaimers | Privacy Policy. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. 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. Save. CRD# 1065232. answer any questions you may have. 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! Huntington Bancshares Incorporated Address Akron, OH 44301 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job Financial Advisor Jobs Huntington Financial Advisors. While timing is essential to investing, smart investments at any age can be effective. Delaware Banking Office, 1750 Columbus Pike. Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. Please contact the advisor for additional information on fees. of experience in the finance industry. Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia 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 (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. Contact. Stay sharp with senior focused financial articles. For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. Learn more. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. The Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. Cranberry Township, PA. Posted: January 03, 2023. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Here's how we make money. Financial Advisors at Huntington Financial Advisors. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? 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. How long will it take to receive my refund? National Advice Center Osj, 3 Cascade Plaza. In total, Huntington Financial Advisors manages $4.8 billion in assets. Financial planning questionnaire. review the ongoing performance of any Adviser, participate in the management of any users account by With our trusted network of advisors, well connect you with up to three established planners in your area. 5555 Cleveland Ave Unlike HTTPS connections, HTTP connections are not encrypted. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Finding the right financial advisor doesn't have to be hard. Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. Questions to ask (800) 323-9865 We value your opinion. Do You Know About the Spousal Social Security Benefit? ET, Tel. All investing involves risk, including ET Ready to get started? For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at Columbus OH 43212. Please enable JavaScript. What does this mean? Skip to . ET, Loan Payment Address 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. The Huntington National Bank One-Time Checkup with a Financial Advisor Reviews Financial Advisory Firms The Vanguard Group Review Edward Jones Financial Advisor Review Merrill Lynch Wealth Management Review Ameriprise Financial Services Review Banking Calculators Savings Calculator Compare Accounts Compare Savings Accounts Compare Checking Accounts Compare CD Rates ET Learn the main steps you need to take to be successful when it comes to retirement savings and planning. Zoom between states and the national map to see the top spots in each region. Estimate your 1555 West 5th Avenue. How to Choose a Financial Advisor. is registered with the U.S. Securities and Exchange Commission as an investment adviser. The firmoperates as a broker-dealer as well as an investment advisor. money, whether you're looking 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. for the current data. Trilogy Financial Huntington Beach office 17011 Beach Blvd. They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). Insurance products are offered by Huntington Insurance, Inc., a licensed agency and a wholly-owned subsidiary of Huntington Bancshares Incorporated and underwritten by third party insurance carriers not affiliated with Huntington Insurance, Inc. These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). Sun, CLOSED, Apply for a Mortgage If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. 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. 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. 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. Is your firm a broker-dealer or are you affiliated with one? Call us now (714) 843-9977. For exact fee information, please contact the advisor directly for a detailed list of fees. Our system has identified the following conflict alerts. From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. Please contact your Company Administrator to reset your password if you continue having problems logging in. What happened? Loan Payment Assistance All requests for updated information should also be reported directly to the SEC and/or FINRA. Please contact your Company Administrator to reset your password if you continue having problems logging in. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. Financial plans and investment portfolios are always unique to the client's personal financial situation. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. All information was accurate as of the writing of this article. Huntington Installment Loans When? Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Please contact the advisor for additional information on fees. What does this mean? Ask candidates about their formal training. . Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. Independence Capital Company, Inc. Richard J. Martin. 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). Help us keep your information up-to-date. SEC.gov One-Time Checkup with a Financial Advisor Reviews Financial Advisory Firms The Vanguard Group Review Edward Jones Financial Advisor Review Merrill Lynch Wealth Management Review Ameriprise Financial Services Review Banking Calculators Savings Calculator Compare Accounts Compare Savings Accounts Compare Checking Accounts Compare CD Rates Will anyone that was involved be involved with my accounts in any capacity? HuntingtonAdvisors are personal, responsive, and transparent. Financial planning questionnaire. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. Working with an adviser may come with potential downsides such as payment of fees There is nothing cookie cutter about our process. 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. MF, 9:00 a.m. to 5:00 p.m. Request Information. 2023 Huntington Bancshares Incorporated. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select help What are Discretionary and Non-Discretionary Spending. We can help safeguard your Huntington Financial Advisors Take a financial assessment to get on top of your financial planning and reach your retirement goals. We want you to have a great experience while you're here. Huntington Financial Advisors in West Chester, OH and has To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at [email protected]. Please provide me a list of the products and a summary of how much your firm earns from them. Customer Service Private Banking We will be transparent about the fees we charge. Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. What does this mean? 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 total investible assets. confident going forward. ET Huntington Financial Advisors in Nitro, WV and has THE TRUMP TAX PLAN: . What does this mean and why is it important? Due to the sensitive nature of resetting passwords, email requests are not recommended. Answer: Tips, tools and how to's to helpwith your financial goals. Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. 2023 Reink Media Group LLC. Find the location nearest you. Sun, CLOSED. 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. manage $4,766,857,565 in 26,788 accounts and Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . 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. How many times did it occur? 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. This data is then run through our proprietary scoring algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. for home and auto insurance, life As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. . Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. 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