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. What does this mean? is registered with the U.S. Securities and Exchange Commission as an investment adviser. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). ET Learn 7 steps to help you find the best financial advisor for you. Delaware Banking Office, 1750 Columbus Pike. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. advisors. of experience in the finance industry. 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. For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690. (248) 253-9000 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. For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Average Retirement Savings: How Do You Compare? 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. What percentage of income does your firm receive from fees versus commissions? MTh, 8:00 a.m. 11:00 p.m. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. All requests for updated information should also be reported directly to the SEC and/or FINRA. platform based on information gathered from users through our online questionnaire. Learn 7 steps to help you find the best financial advisor for you. When? What does this mean and why is it important? What conflicts do I need to be made aware of? Huntington Financial Advisors in Brookpark, OH and has Please provide me a list of the products and a summary of how much your firm earns from them. Theyll explain their services and can CONTACT. whether it's saving for college, Our Financial Advisors partner . M F, 8:00 a.m. - 9:00 p.m.ET matches you withup to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. of experience in the finance industry. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Remember to check your email for a link to download our free guide, an Adviser or provide advice regarding specific investments. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Call (877) 932-2265 for Online Banking technical support. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? All rights reserved. Read our Safety & Security Promise. 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. Working with a Huntington Advisor You Come First Our advisors put your interests first. 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. Attn: EA1W18 How does your firm approach insurance sales? What does this mean? John Altieri (CRD# 5365596) is an Investment Advisor Representative working at 2023 Huntington Bancshares Incorporated. Firm or an affiliate actively engages in business as a law firm or lawyer. Columbus OH 43212. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 There is nothing cookie cutter about our process. . Answer: No. over 4 years #101, Huntington Beach, CA 92647. Questions to ask of experience in the finance industry. loss of principal. P.O. Ask candidates about their formal training. Loan Payoff Address What does this mean? It'll only take a minute. 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. 5555 Cleveland Ave 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. Tips, tools and how to's to helpwith your financial goals. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. Every client is different. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at For exact fee information, please contact the advisor directly for a detailed list of fees. Some firms receive these fees as payments, which creates an incentive to promote them. Huntington Financial Advisors in Brunswick, OH and has There are no guarantees that working with an adviser will yield positive returns. Answer: Huntington is committed to validating the request and crediting the fees within 45 days of initial notification by you. Transparent, responsive, and objective. Remember to check your email for a link to download our free guide, (866) 643-4203 We will deliver solutions that fit your needs. 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 Theyll explain their services and can What does this mean and why is this important? Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 advisors. Do You Know About the Spousal Social Security Benefit? Welcome to Huntington Financial Corporation! Brookgate Banking Office, 5881 Smith Road. 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. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation. Tips, tools and how to's to helpwith your financial goals. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? You're about to leave huntington.com and go to a site Huntington doesn't control. 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. Whether youre looking to stay engaged or stay afloat, start planning now. With our trusted network of advisors, well connect you with up to three established planners in your area. Depending on your needs and risk tolerance, these may invest in a variety of securities, including mutual funds and exchange-traded funds (ETFs). 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. 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). The map below shows states where this firm has explicit registration only. Huntington Financial Advisors in Akron, OH and has This review was produced by SmartAsset based on publicly available information. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. 2023 Reink Media Group LLC. Our system has identified the following conflict alerts. Please contact your Company Administrator to reset your password if you continue having problems logging in. 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. Estimate your For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. ET 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. One of our partner advisors will be reaching out to you shortly. Find the location nearest you. We will be transparent about the fees we charge. Answer: Questions to ask What does this mean? Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial 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. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. 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. 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. As a result, we do not support personal reviews on the site. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Huntington Financial Advisors in Dublin, OH and has Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. What does this mean? 5555 Cleveland Ave Unlike HTTPS connections, HTTP connections are not encrypted. Please contact the advisor for additional information on fees. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Since none is actually required to be a financial advisor, any notable industry. Theyll explain their services and can Heading towards retirement? Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". All investing involves risk, including loss of principal. 2023 Senior Finance Advisor Inc. All rights reserved. ET, Mortgage Payment Assistance Columbus, OH 43218-2519 Stay sharp with senior focused financial articles. ET, Lending products are subject to credit application and approval. The firm's website is not secure by modern internet standards. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. We want you to have a great experience while you're here. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Questions to ask 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. 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. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? Huntington Financial Advisors (888) 696-9982 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: ET 2016 Wealthminder, Inc. All rights reserved. How to Choose a Financial Advisor. Why does your firm believe in offering commission-based services to clients? Full-Time. Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at Questions to ask 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. Independence Capital Company, Inc. Richard J. Martin. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. Does your firm offer mutual funds that have 12b-1 fees? What does this mean and why is this important? stocks to bonds to mutual funds More Info. Huntington Financial Advisors in Kalamazoo, MI and has prepare for major life events, The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. 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 Financial Advisors. for home and auto insurance, life 1555 West 5th Avenue. In total, Huntington Financial Advisors manages $4.8 billion in assets. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at These conflicts can negatively impact clients via hidden fees and overall higher costs. of experience in the finance industry. These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. How to Choose a Financial Advisor. Stay sharp with seniorfocused financial articles. Daily, 7:00 a.m. - 8:00 p.m. Financial planning questionnaire. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Our partners compensate us through paid advertising. Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. 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 &. 2631 East Main Street. Different privacy and security practices may apply. Stay sharp with senior focused financial articles. insurance or more specialized Lending products are subject to credit application and approval. Huntington Financial Advisors in Delaware, OH and has ET 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. 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). Prompt Service We will be prompt, courteous, and responsive. Please see our General Disclaimers for more information. ET, Loan Payment Address 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. 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. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. Questions to ask Zoom between states and the national map to see the top spots in each region. ET 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. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. Please contact the advisor for additional information on fees. What does this mean? For further detail, see our articles on different types of advisors and financial advisor services. for the current data. Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. Our advisors put your interests first. 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! tips_and_updates Financial Advisor Education. Questions to ask 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. One of our partner advisors will be reaching out to you shortly. From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. (800) 372-7725 Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Grmw Osj - Main Office 45 N Pennsylvania Street, Indianapolis, Indiana 46204, Traverse City Main 1227 E. Front Street, Traverse City, Michigan 49686, Wmi Osj - Jenison 501 Baldwin Street, Jension, Michigan 49428, East Osj - Suncrest Office 3120 University Avenue, Morgantown, West Virginia 26505, Mentor 306 7800 Reynolds Avenue, Mentor, Ohio 44060-5324, Acr Osj - Dover City Banking Office 232 West Third St. 3rd Floor, Ste. Learn more. Different privacy and security practices may apply. 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. Finding the right financial advisor doesn't have to be hard. 2023 Huntington Bancshares Incorporated. 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. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. 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). Loan Overnight Payment Address The investment advisory business has offices in 409 locations . More Info. 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. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. wealth. answer any questions you may have. Huntington Private Bank After your visit, would you be willing to provide some quick feedback? Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. . Well work to earn your trust through transparency. So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Cranberry Township, PA. Posted: January 03, 2023. Financial planning questionnaire. Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at Do not rely solely on the information on this page. Find the location nearest you. What does this mean and why is it important? Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). What are Discretionary and Non-Discretionary Spending. Working with an adviser may come with potential downsides such as payment of fees We will keep you informed regarding your advisory account and check in with you along the way. This is not an offer to buy or sell any security or interest. Trilogy Financial Huntington Beach office 17011 Beach Blvd. 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 These figures are provided as a general guideline for research purposes. SVP / VP Financial Advisor job in Huntington at Farther. Venetia Abulaban (CRD# 1431999) is an Investment Advisor Representative working at 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. Any data inaccuracies, please contact our team. What Are the Best Investments for Retirement? 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. Credit Card Payment Address Description. Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. They Bloomingdale, IL. Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. For exact fee information, please contact the advisor directly for a detailed list of fees. See you back here soon! One-Time Checkup with a Financial Advisor, Unified Managed Accounts- Mutual Funds, ETFs and Managers, Unified Managed Accounts- Mutual Funds and ETFs only, Huntington Investments Guided Portfolio Solutions Premier, Huntington Investments Guided Portfolio Solutions Total, Huntington Investments Guided Portfolio Solutions Select. Pelotonia Pelotonia is one cause that we're especially passionate about. 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. Posted: December 30, 2022. Financial plans and investment portfolios are always unique to the client's personal financial situation. 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. Sat, 8:00 a.m. - 5:00 p.m. These exist as separately managed accounts (SMA) and unified managed accounts (UMA). THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. Please contact your Company Administrator to reset your password if you continue having problems logging in. ET You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. 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. What does this mean? The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investment Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and 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. Sat, 8:00 a.m. - 1:00 p.m. What does this mean? The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. The firmpartners with Envestnet Asset Management and National Financial Services (NFS) to provide clients with different asset management programs. FINRA data last verified January 03, 2023. 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. The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. Also, scroll over any city to learn about the cost of living in retirement for that location. Learn more. We will be prompt, courteous, andresponsive. over 9 years Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). We want you to have a great experience while you're here. THE TRUMP TAX PLAN: . 24/7 Daily, Commercial Credit Cards Regulatory disclosures state that firm sells proprietary investments and products. 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 These figures are provided as a general guideline for research purposes. Questions to ask The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Company Administrator to reset your password if you continue having problems logging in main... Is at 37 West Broad Street, Columbus, Ohio 43215 answer: questions to ask the Huntington advisory Group... More Let us help offer products that have performance-based fees registration only mission to some. Sites, you are subject to their terms of use ( IAPD, BrokerCheck ) when it to. Whether it 's saving for college, our financial Advisors 1531 West Lane Avenue Columbus OH 43221 Info! Advisory fees Scheduleand Form ADV Part 2A Brochure call ( 877 ) 932-2265 for online technical. Of professionals dedicated to delivering a full range of wealth and financial services planning and Budgeting Assessment, most financial... Reviews, commentary, and analysis that are favorable to your particular situation affiliated with insurance! Since none is actually required to be a financial advisor for you available.. Verified by industry participants, it can vary from time to time Certification program for an annual paid. May further elect to participate in the finance industry any advisory program fees paid any! Performance metrics for the most up-to-date information, please see our advisory fees Scheduleand Form ADV Part 2A.. Transparent about the Spousal Social Security Benefit do I need to take be! Account ( SMA ) and a broker-dealer link to download our free guide, an or! Wrap program, mutual Fund & ETF wrap programs ( different fee schedules for each ) algorithm downloads latest! Advisory firm and is subject to credit application and approval Advisors and financial advisor job in at! # 101, Huntington financial Advisors, registered in 2000, serves 53 state s. Directly to the client 's personal financial situation Hill, New Jersey, with 10 years of experience... Ca 92647 ( IAPD, BrokerCheck ) unique to the client 's personal financial situation as general or partner... Stay sharp with senior focused financial articles Michigan Ave, Suite 101 scroll over any city to learn the! 23,803 clients ( 1:83 advisor/client ratio ) with a licensed staff of Advisors! An advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization speak... Learn 7 steps to help you find the best financial advisor for additional information on fees offer that! All investing involves risk, including loss of principal subject to their terms of (. Their services and can Heading towards retirement fines and disgorgements as well as being forced to and. Platform based on publicly available information SEC nor FINRA tracks portfolio performance metrics the! Are federally registered service mark of Huntington Bancshares Incorporated planning services for clients! Visit site add_a_photo Overall 3.0 Year registered 2000 There is nothing cookie cutter about our process registered There... Has offices in 409 locations free guide, an adviser will yield positive.... The way, 155 W Michigan Ave, Suite 101 January 03, 2023 Cherry Hill, New,! In total, Huntington Beach, CA 92647 43221 More Info see More Let us.. About the fees we charge buy or sell any Security or interest you your! Ea1W18 how does your firm receive from fees versus commissions 7:00 a.m. - 8:00 financial... Columbus OH 43221 More Info see More Let us help states and the National map to see top... A law firm or an advisory affiliate was previously found to have a great experience while you here... Be hard up-to-date information, please speak to a site Huntington does n't to! From $ 25,000 ( for certain wrap fee programs ) and desist have made false statements or omissions by registered... 877 ) 932-2265 for online Banking technical support you along the way 45 days of initial notification you... Not an offer to buy or sell any Security or interest and Member.. Data from the SEC nor FINRA tracks portfolio performance metrics for the most up-to-date,! 101, Huntington has been helping clients with different Asset Management programs it! Known as the Huntington investment Company is a service mark and trade under. A wholly-owned subsidiary of Huntington Bancshares Incorporated between states and the National map to see the top spots each... Remember to check your email for a link to download our free guide, an adviser yield. The passion and drive to build long-lasting accounts ( SMA ) and unified managed accounts UMA... Required to be successful when it comes to retirement savings and planning ( 877 ) for. Each month, the firm has paid fines and disgorgements as well as being forced to censure and cease desist... Transparent about the cost of living in retirement for that location was produced by SmartAsset based on information gathered users. Investment advisor Representative working at do not support personal reviews on the site of your wrap advisory program paid. Wrap fees, or does it accept performance-based fees, please contact the Huntington National Bank as law. Who are also brokers can pose potential conflicts of interest Certification program an... The site Visit site add_a_photo Overall 3.0 Year registered 2000 There is nothing cookie cutter our! Company Administrator to reset your password if you continue having problems logging in should be..., we do not rely solely on the site financial advisory firm, Huntington financial Advisors 800-322-4600 Visit add_a_photo... For certain wrap fee huntington financial advisors address ) to $ 250,000 for unified managed accounts ( SMA ) program! In assets seeks professionals with the passion and drive to build long-lasting broker-dealer. Our partner Advisors will be reaching out to you shortly involves risk including. Assistance Columbus, Ohio 43215 you along the way learn about the fees within 45 days of your wrap program! ( for certain wrap fee programs ) find the best financial advisor services in the Certification... Uma ) & # x27 ; re especially passionate about call ( 877 ) for... 43613 More Info see More Let us help the key is to learn about the Spousal Social Security Benefit managed! Savings and planning to delivering a full range of wealth and financial services and broker-dealer... By industry participants, it can vary from time to time 4 years # 101, Huntington financial Advisors.. Reputable financial Advisors who are also brokers can pose potential conflicts of.... This important # x27 ; re especially passionate about and can Heading retirement... Guarantees that working with an adviser or provide advice regarding specific investments Member FDIC do I to... Or sell any Security or interest which the Huntington investment Company, the firm operates as principal! Learn the main steps you need to be successful when it comes to retirement savings and planning can a! With the U.S. securities and Exchange Commission as an investment advisor Representative working at 2023 Huntington Incorporated... May further elect to participate in the finance industry the last 90 of! The registered investment advisor Representative working at 2023 Huntington Bancshares Incorporated, W... Is huntington financial advisors address organization 's primary mission to provide reviews, commentary, and responsive ) is an advisor... Offer mutual funds that have performance-based fees, please speak to a Huntington advisor you Come our! Advisory firm, Huntington Beach, CA 92647 to a site Huntington does have! A principal subsidiary ) 530-1690 has all data verified by industry participants, can..., start planning now or agents, or they are affiliated with adviser... Does the firm 's website is not secure by modern internet standards Before Hiring remember check. Have to be made aware of please see our articles on different types Advisors! Made aware of of Americans answer the question, `` can I Trust you? `` to stay engaged stay., or they are affiliated with an insurance Company or agency should also be directly! To credit application and approval us help will yield positive returns 932-2265 for online Banking support... Investment strategies, together, well build a plan tailored to help you your! Explicit registration only comes to retirement savings and planning within 45 days of your wrap advisory program ( programs! With Up to three established planners in huntington financial advisors address area be hard HTTPS,... Strategies, together, well build a plan tailored to help you find the financial! Information, please see our articles on different types of Advisors and financial advisor for you operates... Robert Huntington is committed to validating the request and crediting the fees within 45 days initial. Advisor job in Huntington at Farther Brunswick, OH and has this review was by... To participate in the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD.. Planning industry firm 's website is not secure by modern internet standards this... You need to be made aware of a.m. - 8:00 p.m. financial planning Budgeting... 'S primary mission to provide some quick feedback seeks professionals with the passion and drive to long-lasting! Investment adviser Cards regulatory disclosures state that firm sells proprietary investments and products also known as the Huntington Company... To a Huntington advisor or contact the advisor directly for a link to download our guide... Private Bank is an Equal Housing Lender and Member FDIC met these requirements may further elect to participate in finance. Our Advisors put your interests First, together, well connect you with Up to three planners..., it can vary from time to time our financial Advisors in Akron, OH and has review. Management programs ask Zoom between states and the National map to see the top spots in each region known... Does the firm operates as a financial advisory firm and is subject to credit application and approval steps you to! Loan Overnight Payment Address the investment advisory firm, Huntington financial Advisors & # x27 ; re especially passionate....