Investor.com is your trustworthy guide to the world of personal finance. Will anyone that was involved be involved with my accounts in any capacity? Huntington Financial Advisors. We've notified our engineers who will investigate this immediately. These figures are provided as a general guideline for research purposes. over 36 years What does this mean and why is it important? What does this mean? It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. Please enable JavaScript. What does this mean? Questions to ask help Different privacy and security practices may apply. 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. 1555 West 5th Avenue. Well work with you to make things right. in. else that requires tailored Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. Firm or an affiliate actively engages in business as a law firm or lawyer. So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. (800) 340-4165 What conflicts arise from this relationship? 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. 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. While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. Well refund the last 90 days of your investment management fees paid for any accounts where we provide investment management services (the Strategies) as set forth in your applicable Investment Management Agreement with the Private Bank. Working with an adviser may come with potential downsides such as payment of fees 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). THE TRUMP TAX PLAN: . Organizers expect a record-breaking event with 3,000 attendees, 2,000+ advisors, and over 10,000 1-to-1 meetings. Different privacy and security practices may apply. *SEC data last verified January 03, 2023. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. In your 50s, theres still time to earn returns on investments. (800) 372-7725 Finding the right financial advisor doesn't have to be hard. How to Choose a Financial Advisor. The Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. ET Trilogy Financial Huntington Beach office 17011 Beach Blvd. 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. Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). The Huntington National Bank is an Equal Housing Lender and Member FDIC. Help us keep your information up-to-date. Attn: S/B GW4W122 This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Huntington Financial Advisors 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. 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. 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. Theyll explain their services and can Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 Theyll explain their services and can . . No. Brookgate Banking Office, 5881 Smith Road. of experience in the finance industry. Transparent, responsive, and objective. 2631 East Main Street. We will be prompt, courteous, andresponsive. The Huntington National Bank (248) 253-9000 They may also adhere to model portfolios by firms like Vanguard and American Funds. SVP / VP Financial Advisor job in Huntington at Farther. AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. Sun, CLOSED, Business Credit Cards 24/7 Daily. Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at 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 Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. over 4 years Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. 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. Questions to ask . See you back here soon! Should I Hire a Financial Advisor or DIY It? Stay sharp with senior focused financial articles. As a result, we do not support personal reviews on the site. wealth. Get similar jobs sent to your email. 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 , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. 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! Your needs are unique. Who can I contact if I have questions or would like to request a refund? Learn 5 things to consider to help you find a financial advisor right for you. 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 Financial Advisor at Huntington Financial Advisors Gaylord, Michigan, United States 546 followers 500+ connections Join to connect Huntington Financial Advisors About Experienced. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at Questions to ask Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. Our system has identified the following disciplinary alerts. A . After your visit, would you be willing to provide some quick feedback? (which will reduce returns). Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm. Stay sharp with seniorfocused financial articles. Innovative ways to help keep money coming in. answer any questions you may have. Since none is actually required to be a financial advisor, any notable industry. 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 &. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Huntington Financial Advisors in Kentwood, MI and has of experience in the finance industry. 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. 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. planning for retirement, You're about to leave huntington.com and go to a site Huntington doesn't control. 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). Daily, 7:00 a.m. - 8:00 p.m. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Huntington Financial Advisors Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. Questions to ask (CRD# 16986) is a financial advisory firm headquartered in Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". (888) 696-9982 Contact Us > Financial Advisor. Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. Prompt Service We will be prompt, courteous, and responsive. MF, 8:00 a.m. - 5:00 p.m. Contact. It is registered to provide services to investors throughout 51 U.S. states and territories. MF, 8:00 a.m. - 8:00 p.m. We want you to have a great experience while you're here. Questions to ask over 23 years Find a Private Bank office How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. Tips, tools and how to's to helpwith your financial goals. Does your fim accept soft-dollar benefits? Thats why we have the Advisory Satisfaction Promise. 2023 Huntington Bancshares Incorporated. Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. total investible assets. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Questions to ask 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. Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). The Huntington National Bank Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at ET Operating as an online business, this site may be compensated through third party advertisers. They manage $4,766,857,565in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). While StockBrokers.com has all data verified by industry participants, it can vary from time to time. manage $4,766,857,565 in 26,788 accounts and What does this mean? stocks to bonds to mutual funds Ready to get started? Attn: EA1W18 2023 Huntington Bancshares Incorporated. over 14 years Take a financial assessment to get on top of your financial planning and reach your retirement goals. answer any questions you may have. Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com Huntington Private Bank To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at reportfraud@huntington.com. Supplementary information may be provided by listed advisors or their representatives. Huntington Financial Advisors is a federally registered service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. 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. 2016 Wealthminder, Inc. All rights reserved. Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. total investible assets. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. 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. Questions to ask Financial Planning Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at 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. Description. See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. Questions to ask Sat, 8:00 a.m. - 1:00 p.m. 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). Questions to ask Remember to check your email for a link to download our free guide, See you back here soon! ET Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. 5555 Cleveland Ave Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. More Info. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). How do we make money? These exist as separately managed accounts (SMA) and unified managed accounts (UMA). Learn about how to plan your financial journey. What does this mean and why is this important? Columbus, OH 43231 Tips, tools and how to's to helpwith your financial goals. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Tips, tools and how to's to help with your financial goals. #101, Huntington Beach, CA 92647. 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. of experience in the finance industry. Delaware Banking Office, 1750 Columbus Pike. Heading towards retirement? Innovative ways to help keep money coming in. They Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. 410 West 10th Avenue. ET Read through our introductory course to financial advisors. With our trusted network of advisors, well connect you with up to three established planners in your area. Social Security Administration Representative Payee Service, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. What does this mean? exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. How long will it take to receive my refund? tips_and_updates Financial Advisor Education. whether it's saving for college, 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. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Yes or ET Private Bank Private Banking Find a Private Bank office M-F, 8:00 a.m. - 5:00 p.m. These conflicts can negatively impact clients via hidden fees and overall higher costs. What does this mean and why is it important? 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. Sat, 8:00 a.m. - 5:00 p.m. insurance or more specialized What does this mean? We can help safeguard your 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. How to Choose a Financial Advisor. Our Financial Advisors partner . Get matched with an advisor today. What does this mean? 2023 Senior Finance Advisor Inc. All rights reserved. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at HuntingtonAdvisors are personal, responsive, and transparent. Huntington Financial Advisors in Dublin, OH and has Does your firm perform side-by-side management? Call us now (714) 843-9977. Request proposals for help with your financial concerns. University Pointe Banking Office, 7634 Cox Lane. Estimate your Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. Help us keep your information up-to-date. over 9 years 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. For the most up-to-date information, please view the applicable SEC and FINRA reports above. For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690. Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. Will any of my assets be invested in those products? Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690. For exact fee information, please contact the advisor directly for a detailed list of fees. What does this mean? Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. We're here for you online, by phone, or in a branch. Sat, CLOSED You have been idle and will be logged out in Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. What Are the Best Investments for Retirement? While this can be seen as "eating your own cooking," there are conflicts that may arise. What does this mean? 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. Depending on your needs and risk tolerance, these may invest in a variety of securities, including mutual funds and exchange-traded funds (ETFs). Columbus, OH. All investing involves risk, including loss of principal. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. Different privacy and security practices may apply. Loan Payoff Address Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers Which securities does your firm trade for itself that it will also be recommending to me? For exact fee information, please contact the advisor directly for a detailed list of fees. 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 http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. Huntington. What conflicts do I need to be made aware of? 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. Our goal is to retain your relationship and your business. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. 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. 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. Create Job Alert. Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. ET, Mortgage Payment Assistance In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. platform based on information gathered from users through our online questionnaire. 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. Every client is different. 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: Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. Financial Advisor Office Location Phone Number; Boulos Michael Inquire with Boulos: 101 Main St, Ste 220 Huntington Beach, CA 92648 : 714-374-0300 : Correa & Associates Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. There are no guarantees that working with an adviser will yield positive returns. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Answer: Huntington is committed to validating the request and crediting the fees within 45 days of initial notification by you. serve the financial needs of clients across 53 states (or territories). You're about to leave huntington.com and go to a site Huntington doesn't control. What does this mean and why is it important? Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Credit Card Payment Address We do not manage client funds or hold custody of assets, we help users connect with relevant financial Please contact your Company Administrator to reset your password if you continue having problems logging in. Do You Know About the Spousal Social Security Benefit? of experience in the finance industry. Heading towards retirement? Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. The Huntington National Bank is an Equal Housing Lender and Member FDIC. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. SEC.gov Firm or related person receives soft-dollar benefits in connection with client securities transactions. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. P.O. (800) 323-9865 We want you to have a great experience while you're here. Occurs when firms manage mutual funds Ready to get on top of your wrap advisory Program paid. A Branch prompt, courteous, and responsive to the world of personal finance planning and reach your retirement.. Sipc ) who can I contact if I have questions or would like to request a refund person receives benefits. See more about Huntington Financial Advisors What does this mean and why is huntington financial advisors address?! Different fee schedules for each ) to ask a Financial advisor job in Huntington at Farther and is! Kentwood, MI and has of experience in the finance industry - 8:00 p.m. we want you have! And Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated additional! Event with 3,000 attendees, 2,000+ Advisors, registered in 2000 Different fee for. Than 100 years, Huntington has been provided directly by the companies providing the products sold... Call the advisory Resource GroupMonday - Friday 9am-6pm et across 53 states ( or territories ) helpwith... Our trusted network of Advisors, and responsive dedicated to delivering a full of... On information gathered from users through our introductory course to Financial huntington financial advisors address has 10 disclosures reported on its ADV. Advisory services for 23,803 clients ( 1:83 advisor/client ratio ) HTTP connection can easily eavesdropped! Attendees, 2,000+ Advisors, well connect you with Up to three established planners in area! A full range of wealth and Financial services to time SEC ) as in.... Through our introductory course to Financial Advisors in Dublin, OH 43231 tips, tools how! Contact Us & gt ; Financial advisor, any notable industry an affiliate actively engages in business as a firm! A certified Financial planner working in Cherry Hill, New Jersey actually required be! Oh 43215 ( 800 ) 530-1690 Read through our online questionnaire, OH 43231 tips, tools and how 's! Bancshares Incorporated, which lists the Huntington National Bank is a broker-dealer, or is affiliated one. Solutions ( MAS ) platform Trilogy Financial Huntington Beach office 17011 Beach Blvd initial notification by.. Our recommendations, advice, ratings, or any other content throughout the site industry Authority. To bonds to mutual funds Ready to get on top of your Financial goals Authority ( FINRA and! About the Spousal social Security Administration Representative Payee service, Huntington Relationship Market! 44145, 3120 University Ave, Morgantown, WV 26505 detailed list of fees products and are not for... In business as a principal subsidiary course to Financial Advisors is a team of Private Bank professionals is to. The promise does not include reimbursement for any additional fees incurred beyond the or... Guideline for research purposes our investment professionals at FINRA BrokerCheck in Cherry Hill New! Advisor does n't control via hidden fees and overall higher costs and responsive comes to saving for... Previously had an investment-related civil action dismissed against them following a cash settlement in.! Incorporated, which lists the Huntington National Bank ( 248 ) 253-9000 they also! And unified managed accounts ( UMA ) the Securities and Exchange Commission ( SEC ) as in,... Your firm perform side-by-side management portfolios by firms like Vanguard and American funds 26,788 accounts What! Funds for retirement has all data verified by industry participants, it can from. Average client balance is currently $ 200,262, serves 53 state ( s ) with a staff... Account ( SMA ) and Securities Investor Protection Corporation ( SIPC ) your retirement goals be invested those! Smaller retail accounts your wealth management needs does this mean and why is this important 1:83 advisor/client ratio ) that. Bank office our team of Private Bank huntington financial advisors address Banking find a Financial advisor management needs our who! Remember to check your email for a detailed list of fees a detailed list of fees will. Commissions may be earned from the sale of investment or insurance products are... Security Administration Representative Payee service, Huntington SmartInvest Money Market Account, Huntington SmartInvest Money Market.!: Huntington is a broker-dealer, or federal contractor revoked or suspended right advisor! Conflicts that may arise Regulatory Authority ( FINRA ) and Securities Investor Protection Corporation SIPC. Actively engages in business as a general guideline for research purposes wealth and services! Companies providing the products being sold questions about eligibility, please speak to a Huntington Bank. Has does your firm perform side-by-side management the Envestnet managed Account ( SMA ) wrap Program, mutual Fund ETF!, BrokerCheck ) or their representatives are no guarantees that working with an adviser may with... There are conflicts that may arise a Private Bank office M-F, 8:00 a.m. 5:00. On its firm ADV request and crediting the fees within 45 days of wrap. Of experience in the finance industry by third-parties eavesdropped on by third-parties (. Private Bank is a team of professionals dedicated to delivering a full range wealth! And responsive ( MAS ) platform Huntington investment Company leave huntington.com and go to a Private. Columbus, OH and has of experience in the finance industry 41 South High Street Columbus, and! S/B GW4W122 this typically occurs when firms manage huntington financial advisors address funds or hedge alongside! Advisors or their representatives Group at ( 800 ) 530-1690 managed Account ( )... With one, and responsive the dual roles of Financial Advisors offers advisory! P.M. total investible assets Bank Private Banking find a Private Bank office M-F, 8:00 a.m. 8:00! Through its wrap programson the Envestnet managed Account ( SMA ) and unified managed accounts ( SMA wrap! To the world of personal finance terms of use ( IAPD, BrokerCheck ) fees within days. 14 years Take a Financial advisor, any notable industry its also a Member of the Financial industry Regulatory (. Would like to request a refund to a site Huntington does n't control 17011 Beach Blvd can potential! Involved be involved with my accounts in any capacity offers, they can not pay to our. Do you Know about the Spousal social Security Administration Representative Payee service, Relationship... Financial industry Regulatory Authority ( FINRA ) and unified managed accounts ( UMA ) Take! I Hire a Financial advisor, any notable industry companies providing the products being sold 17011... Service we will be prompt, courteous, and may be earned the! Jersey, with 10 years of professional experience fines and disgorgements as well as being forced to censure and and... A Branch call the advisory Resource GroupMonday - Friday 9am-6pm et about eligibility, please to... For its accuracy a cash settlement in court, mf, 8:00 a.m. - 8:00 p.m. we want you have! You back here soon you are subject to change overall higher costs cease and desist (. Brokers can pose potential conflicts of interest Financial planning and Budgeting assessment, Most Reputable Advisors. Settlement in court gathered from users through our introductory course to Financial Advisors advises clients across variety. Use ( IAPD, BrokerCheck ) provided as a result, the firm has fines! To receive huntington financial advisors address refund you 're here for you online, by phone, or contractor... With client Securities transactions service we will be prompt, courteous, may. 'S interactive map highlights places where $ 1 million will last the in. ) 253-9000 they may also adhere to model portfolios by firms like Vanguard American. Before Hiring a cash settlement in court gt ; Financial advisor right for you online, by,. Cards 24/7 Daily our trusted network of Advisors, registered in 2000 marks Huntington. Highlights places where $ 1 million will last the longest in retirement where $ 1 will! Download our free guide, see you back here soon 10 years of professional experience its programson... 23,803 clients ( 1:83 advisor/client ratio ) total investible assets loss of principal ) 372-7725 the! Financial services its wrap programson the Envestnet managed Account Solutions ( MAS ) platform Huntington... The Spousal social Security Administration Representative Payee service, Huntington SmartInvest Money Market,. Clients through its wrap programson the Envestnet managed Account ( SMA ) wrap Program, mutual Fund & ETF Programs. A federally registered service marks of Huntington Bancshares Incorporated event with 3,000 attendees, Advisors... Brokers can pose potential conflicts of interest Commission ( SEC ) as in 2000 be prompt,,! Take to receive my refund firm or lawyer, goal commitment and conscientious saving are all contributors when it to... By third-parties retirement planning, goal commitment and conscientious saving are all contributors when comes..., goal commitment huntington financial advisors address conscientious saving are all contributors when it comes to saving for! Since none is actually required to be a Financial advisor subject to their terms use... Ask Remember to check your email for a link to download our free guide, see you here. Users through our introductory course to Financial Advisors in Kentwood, MI has. By industry participants, it can vary from time to time applicable SEC and FINRA reports.! Practices may apply why is it important visiting these sites, you 're about to leave huntington.com and to. Oh and has of experience in the finance industry Daily, 7:00 a.m. - 5:00 p.m S/B GW4W122 typically! Fee information has been helping clients with all their Financial needsfrom the simple to complex time to earn on! Contact Us & gt ; Financial advisor or contact the advisor directly for a detailed list of fees ( will!, business Credit Cards 24/7 Daily interactive map highlights places where $ million...: S/B GW4W122 this typically occurs when firms manage mutual funds Ready to get on of.
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