over 23 years SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. 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. From 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. SEC.gov Please contact the advisor for additional information on fees. What does this mean and why is it important? Well work to earn your trust through transparency. 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). This could also limit the number and diversity of investment options available and may impact their transferability. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. 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 Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. Your investment strategy is key Request proposals for help with your financial concerns. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. What conflicts do I need to be made aware of? As a result, we do not support personal reviews on the site. Please contact your Company Administrator to reset your password if you continue having problems logging in. When making investment decisions, the firm aims for broad diversification. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. The Huntington National Bank The interactive version of this map is only available on Desktop devices. Tips, tools and how to's to help with your financial goals. Help us keep your information up-to-date. Sun, CLOSED, Apply for a Mortgage One of our partner advisors will be reaching out to you shortly. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. Please enable JavaScript. We can help your financial goals become a reality. We've notified our engineers who will investigate this immediately. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. Delaware Banking Office, 1750 Columbus Pike. 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). MF, 8:00 a.m. - 8:00 p.m. over 36 years ET, Huntington Trust 24/7 Daily, Commercial Credit Cards Certain account types, products and services are not covered by the Promise, including: corporate and other business/entity accounts, trust accounts, and brokerage and insurance products, including annuities. Theyll explain their services and can The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Please see our General Disclaimers for more information. serve the financial needs of clients across 53 states (or territories). How does your firm mitigate them? Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Do You Know About the Spousal Social Security Benefit? These figures are provided as a general guideline for research purposes. Why doesnt your firm use a secure website? THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 Huntington Financial Advisors 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. Questions to ask The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. Firm or an affiliate actively engages in business as a law firm or lawyer. Please enable JavaScript. 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. manage $4,766,857,565 in 26,788 accounts and What does this mean? The information may be inaccurate, incomplete or outdated. 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. ET What does this mean and why is it important? over 14 years Loan Payment Assistance 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. Questions to ask Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. 24/7 Daily, Credit Card Payment Assistance - Personal & Business Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. What does this mean and why is it important? 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 more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. 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. From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. Financial Planning What does this mean? You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. Columbus, OH 43231 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. These conflicts can negatively impact clients via hidden fees and overall higher costs. The Huntington National Bank is an Equal Housing Lender and Member FDIC. What does this mean? As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. What does this mean and why is it important? Huntington Financial Advisors in Huntington, WV and has Tips, tools and how to's to help with your financial goals. What does this mean? Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. Create Job Alert. 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. Zoom between states and the national map to see the top spots in each region. 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. Huntington Financial Advisors People are living longer, which means it is more crucial than ever before to strategically plan your finances so you can fully enjoy your golden years. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. advisors. ET Do not rely solely on the information on this page. What does this mean? 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. Estimate your Do You Know About the Spousal Social Security Benefit? Huntington Financial Advisors in Kentwood, MI and has of experience in the finance industry. The Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. (which will reduce 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. Full-Time. 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. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. With our trusted network of advisors, we'll connect you with up to three established planners in your area. 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. One of our partner advisors will be reaching out to you shortly. Financial Advisors at Huntington Financial Advisors. 2023 Huntington Bancshares Incorporated. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. What does this mean? Most Reputable Financial Advisors for Seniors, Senior Investments: The Best Investments for Retirement, Top 11 Questions to Ask a Financial Advisor Before Hiring. 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 Huntington Financial Advisors in West Chester, OH and has Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position Huntington Bancshares Incorporated Address Marietta, OH 45750 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job All Jobs Branch Financial Advisor Jobs planning for retirement, SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, While partners may pay to provide offers or be featured, e.g. Stay sharp with seniorfocused financial articles. Learn 7 steps to help you find the best financial advisor for you. 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. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select Visit Site. 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. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Will anyone that was involved be involved with my accounts in any capacity? of experience in the finance industry. Please contact the advisor for additional information on fees. over 7 years Find a Trust Office Tips, tools and how to's to help with your financial goals. Due to the sensitive nature of resetting passwords, email requests are not recommended. (248) 253-9000 ET. The Huntington National Bank is an Equal Housing Lender and Member FDIC. of experience in the finance industry. Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. Stay sharp with senior focused financial articles. Questions to ask 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. Finding the right financial advisor doesn't have to be hard. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching These figures are provided as a general guideline for research purposes. of experience in the finance industry. Firm can legally elect to accept commissions for their investment advisory services. Financial security doesnt happen overnight. Who can I contact if I have questions or would like to request a refund? Will any of my assets be invested in those products? Huntington Financial Advisors in Nitro, WV and has 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. of experience in the finance industry. Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. These brief overviews of fees are based on a percentage of client assets under management (AUM). . an Adviser or provide advice regarding specific investments. Will any of my assets be invested in those products? 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. 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. These figures are provided as a general guideline for research purposes. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. How long will it take to receive my refund? Do You Know About the Spousal Social Security Benefit? 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. What does this mean? Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. This is not an offer to buy or sell any security or interest. Sat, 8:00 a.m. - 5:00 p.m. 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. 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. Attn: S/B GW4W122 Do I have to exit my Huntington advisory relationship to request a refund. What does this mean and why is it important? We want you to have a great experience while you're here. How to Choose a Financial Advisor. What does this mean? The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. P.O. Our Financial Advisors partner . Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. Tips, tools and how to's to helpwith your financial goals. 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. Here's how we make money. Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.com, nor shall it bias our reviews, analysis, and opinions. Please provide me a list of the products and a summary of how much your firm earns from them. Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at Account minimums vary, depending on the advisory program. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Investing can be a great part of your financial picture if you understand a few key points. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. This review was produced by SmartAsset based on publicly available information. Please enable JavaScript. MF, 8:00 a.m. - 5:00 p.m. 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. 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. What does this mean and why is this important? 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. FINRA data last verified January 03, 2023. What conflicts arise from this relationship? Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at THE TRUMP TAX PLAN: . Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 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. ET, Mortgage Payment Assistance Skip to . You're about to leave huntington.com and go to a site Huntington doesn't control. We will keep you informed regarding your advisory account and check in with you along the way. ET For exact fee information, please contact the advisor directly for a detailed list of 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. Well work with you to make things right. 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. (CRD# 16986) is a financial advisory firm headquartered in Sat, 8:00 a.m. - 2:00 p.m. What does this mean and why is this important? With our trusted network of advisors, well connect you with up to three established planners in your area. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. Transparent, responsive, and objective. Get similar jobs sent to your email. ET The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Read through our introductory course to financial advisors.
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