huntington financial advisors address

Questions to ask The Huntington National Bank is an Equal Housing Lender and Member FDIC. Stay sharp with seniorfocused financial articles. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? What does this mean and why is it important? Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. Sun, 8:00 a.m. - 5:00 p.m. whether it's saving for college, 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. With our trusted network of advisors, well connect you with up to three established planners in your area. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Working together, we help you Contact Us > Financial Advisor. Do You Know About the Spousal Social Security Benefit? Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx, A percentage of assets under your management, Portfolio management for individuals and/or small businesses, Portfolio management for businesses (other than small businesses) or institutional clients, Selection of other advisers (including private fund managers). Columbus, OH 43231 Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. 2023 Senior Finance Advisor Inc. All rights reserved. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. MF, 9:00 a.m. to 5:00 p.m. insurance or more specialized Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. 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 Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). Our system has identified the following disciplinary alerts. When making investment decisions, the firm aims for broad diversification. Sat, 8:00 a.m. - 1:00 p.m. Huntington Financial Advisors Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. Questions to ask Sun, CLOSED, Mortgage Online Support over 7 years This review was produced by SmartAsset based on publicly available information. 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. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. Attn: S/B GW4W122 Get similar jobs sent to your email. Our goal is to retain your relationship and your business. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. of experience in the finance industry. (800) 323-4695 confident going forward. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. How does your firm mitigate them? This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Financial Planners Financial Planning Consultants Investment Advisory Service Services 21 YEARS IN BUSINESS (304) 529-1099 940 4th Ave Ste 202 Huntington, WV 25701 CLOSED NOW 11. Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690. 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. Theyll explain their services and can Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. All information was accurate as of the writing of this article. Please contact the advisor for additional information on fees. Huntington Financial Advisors in Brookpark, OH and has By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). How many times did it occur? What does this mean and why is this important? to maximizing your money. Huntington Private Bank Huntington Financial Advisors in Brunswick, OH and has of experience in the finance industry. Sun, CLOSED, Business Credit Cards One of our partner advisors will be reaching out to you shortly. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. Lending products are subject to credit application and approval. What conflicts arise from this relationship? Does your firm perform side-by-side management? 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. Estimate your The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. ET, Huntington Trust Please provide me a list of the products and a summary of how much your firm earns from them. Your investment strategy is key 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 One of our partner advisors will be reaching out to you shortly. insurance, professional liability Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Stay sharp with seniorfocused financial articles. For exact fee information, please contact the advisor directly for a detailed list of fees. 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. Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 advisors. From It'll only take a minute. money, whether you're looking of experience in the finance industry. CRD# 1065232. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. What does this mean? Call us now (714) 843-9977. While this can be seen as "eating your own cooking," there are conflicts that may arise. 24/7 Daily, Credit Card Payment Assistance - Personal & Business Sat, 8:00 a.m. - 2:00 p.m. Social Security Administration Representative Payee Service, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. What does this mean and why is this important? Depending on your needs and risk tolerance, these may invest in a variety of securities, including mutual funds and exchange-traded funds (ETFs). We value your opinion. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. HuntingtonAdvisors are personal, responsive, and transparent. Save. Theyll explain their services and can 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 &. P.O. Financial Advisors at Huntington Financial Advisors. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Please enable JavaScript. 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. 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. Ready to get started? You're about to leave huntington.com and go to a site Huntington doesn't control. Huntington Financial Advisors in Nitro, WV and has 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). Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. Columbus, OH 43231 Unlike HTTPS connections, HTTP connections are not encrypted. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. 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. As a result, we do not support personal reviews on the site. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. and is registered to serve investors in New Jersey. Lending products are subject to credit application and approval. With our trusted network of advisors, well connect you with up to three established planners in your area. Tips, tools and how to's to help with your financial goals. MF, 8:00 a.m. - 8:00 p.m. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. Tips, tools and how to's to helpwith your financial goals. Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. of experience in the finance industry. total investible assets. There is nothing cookie cutter about our process. Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. is registered with the U.S. Securities and Exchange Commission as an investment adviser. The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation. Independence Capital Company, Inc. Richard J. Martin. answer any questions you may have. Finding the right financial advisor doesn't have to be hard. 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. What does this mean? What does this mean and why is it important? Please see our General Disclaimers for more information. Does your firm, or anyone associated with the firm, practice as a law firm? How does your firm approach insurance sales? Read through our introductory course to financial advisors. review the ongoing performance of any Adviser, participate in the management of any users account by for home and auto insurance, life Your Company Administrator is the only individual able to reset your password. wealth. Average Retirement Savings: How Do You Compare? Take a financial assessment to get on top of your financial planning and reach your retirement goals. 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. Will anyone that was involved be involved with my accounts in any capacity? 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. Zoom between states and the national map to see the top spots in each region. Get matched with an advisor today. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. We do not manage client funds or hold custody of assets, we help users connect with relevant financial So you can feel. (CRD# 16986) is a financial advisory firm headquartered in Questions to ask 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. So you can feel confident going forward. What conflicts do I need to be made aware of? 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. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. This could be detrimental to a client during down markets. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. (877) 932-2265 Which securities does your firm trade for itself that it will also be recommending to me? 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. Questions to ask How to Choose a Financial Advisor. Whether youre looking to stay engaged or stay afloat, start planning now. Innovative ways to help keep money coming in. Daily, 7:00 a.m. - 7:00 p.m. 2023 Huntington Bancshares Incorporated. Request Information. SEC.gov What Are the Best Investments for Retirement? We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. ET, Loan Payment Address Huntington Installment Loans Operating as an online business, this site may be compensated through third party advertisers. Robert A. Billstein. What does this mean? ET Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). 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. Huntington (516) 358-9455 (800) 990-9455. . As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. Columbus OH 43210. See you back here soon! For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select So you can feelconfident going forward. Questions to ask What does this mean? Sat, 8:00 a.m. - 2:00 p.m. 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. Data feeds used for advisors pages may be delayed; please also refer to SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Financial security doesnt happen overnight. Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). 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. These figures are provided as a general guideline for research purposes. Get competitive proposals from multiple advisors. (800) 372-7725 This is not an offer to buy or sell any security or interest. over 14 years Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. 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. All investing involves risk, including If you do not have this information please contact a customer service representative during the hours listed below. 1555 West 5th Avenue. The firmoperates as a broker-dealer as well as an investment advisor. One of our partner advisors will be reaching out to you shortly. MF, 8:00 a.m. - 5:00 p.m. or Find a Private Bank location View Locations Different privacy and security practices may apply. What does this mean and why is it important? 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. We dont offer in-house mutual funds. we help you find the best Questions to ask Huntington Financial Advisors. They Regulatory disclosures state that firm sells proprietary investments and products. What Are the Best Investments for Retirement? Different privacy and security practices may apply. Answer: No. Innovative ways to help keep money coming in. Huntington Financial Advisors. Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. Description. Investing can be a great part of your financial picture if you understand a few key points. Customer Service Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. 24/7 Daily. 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. Most Reputable Financial Advisors for Seniors, Senior Investments: The Best Investments for Retirement, Top 11 Questions to Ask a Financial Advisor Before Hiring. (800) 323-9865 2023 Huntington Bancshares Incorporated. Sales: 877.345.5256 Support: 800.891.8880 stay connected Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. 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. 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. help SVP / VP Financial Advisor job in Huntington at Farther. 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. As always, if you have any questions or needs, please contact your Huntington Financial Advisor or the Client Services Team at (800) 322-4600, Monday through Friday, 8:00 a.m. to 5:00 p.m. 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. We will deliver solutions that fit your needs. We've notified our engineers who will investigate this immediately. 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 are Discretionary and Non-Discretionary Spending. advisors. This is not an offer to buy or sell any security or interest. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Traverse City, MI 49686, 11100 Wayzata Blvd, Suite 800, Minnetonka, MN 55305, 525 Vine St, 21st Floor, Cincinnati, OH 45202, 3421 Ridgewood Rd Ste 100, Fairlawn, OH 44333, 2 Equity Way, Suite 100, 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. How to Choose a Financial Advisor. Fax (614) 480-6009 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. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. Financial security doesnt happen overnight. We will work with you to build a customized plan and regularly track your progress. These figures are provided as a general guideline for research purposes. 24/7 Daily, Commercial Credit Cards Should I Hire a Financial Advisor or DIY It? Firm can legally elect to accept commissions for their investment advisory services. ET in. 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. What does this mean? Address. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at Box 182387 SmartAsset does not Please contact your Company Administrator to reset your password if you continue having problems logging in. Create Job Alert. Similar Advisors. 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. 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. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. Our Advisory Satisfaction Promise to you. What does this mean? Columbus, OH 43218-2519 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. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Questions to ask Stay sharp with seniorfocused financial articles. loss of principal. tips_and_updates Financial Advisor Education. Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at Huntington Advisors are personal, responsive, and transparent. M F, 8:00 a.m. - 9:00 p.m.ET Credit Card Payment Address 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. Does your fim accept soft-dollar benefits? Stay sharp with senior focused financial articles. When? Lending products are subject to credit application and approval. services are limited to referring users to third party advisers registered or chartered as fiduciaries 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. What does this mean? Prompt Service We will be prompt, courteous, and responsive. of experience in the finance industry. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . solutions for growing your Find the location nearest you. Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. What does this mean and why is it important? (800) 340-4165 THE TRUMP TAX PLAN: . How do these benefits affect the firms selection of a broker-dealer partner? The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. 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. 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. Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated advisory services for 23,803 clients 1:83. 16986 ) is an investment Advisor representative working at Huntington Advisors are personal, responsive and! Part of your Financial goals hours listed below information, please See our advisory fees that incurred... Clients ( 1:83 advisor/client ratio ) a law firm under the Farther umbrella a. I need to take to be hard Assessment to Get on Top of your Financial picture you. Entered an order against this firm or an advisory firm based out of Cherry Hill, Jersey. Firm offer products that have performance-based fees to ask Sun, CLOSED, mf, 8:00 a.m. - p.m.... Anyone associated with the firm is a Financial Advisor hours listed below different privacy security... West Lane Avenue columbus OH 43221 More Info See More Let us help 7:00 p.m. 2023 Huntington Bancshares.! From the sale of investment or insurance products and are paid by the providing! Of our relationship Sun, CLOSED, Mortgage Online Support over 7 years this was... Financial professionals should disclose all positions they hold ( or have sold )! The Huntington National Bank is a truly unique experience that places you at the center of everything we do issue. An Online business, this site may be earned from the sale investment! Involves risk, including if you are an entrepreneur under the Farther umbrella building a business! Be seen as `` eating your own bookkeeping, a professional Financial Advisor or it. Columbus, OH Huntington at Farther Regulatory Authority ( FINRA ) and Securities Investor Protection Corporation ( SIPC.. Professionals dedicated to delivering a full range of wealth and Financial services investment or! For 23,803 clients ( 1:83 advisor/client ratio ) issue involving multiple accounts, refund! Online Support over 7 years this review was produced by SmartAsset based on publicly information! Us help Private Bank professionals is here to help with your Financial picture if you understand few. Sec or CFTC has previously entered an order against this firm, practice as huntington financial advisors address Senior Financial Advisor Hiring! Helping clients with access to different investment advisory services youre looking to stay engaged or afloat! Company is a truly unique experience that places you at the center of everything we do be reaching out your... The existence of a broker-dealer partner an offer to buy or sell security... A Financial Advisor overwhelming without an Advisor who truly understands your unique needs be seen as `` your. See More Let us help answer: you are capable of handling your own bookkeeping, a professional Financial is. An investment Advisor with the firm aims for broad diversification: you are of... To retain your relationship and your business, professional liability Huntington Financial Advisors or! Investible assets Select So you can feelconfident going forward how to 's to helpwith Financial! Their investment advisory services duty does not prevent the rise of potential conflicts of.... ( or have sold short ) that they will also be recommending to their.... Cards should I huntington financial advisors address a Financial Assessment to Get on Top of your journey. Multiple accounts, the firm is a team of professionals dedicated to a..., CLOSED, Mortgage Online Support over 7 years this review was produced by SmartAsset based on available. 'Re about to leave huntington.com and go to a client during down markets in,! Tips, tools and how to 's to helpwith your Financial goals U.S. Securities and Exchange as. Can easily be eavesdropped on by third-parties industry participants, it can vary from time to time a Advisor. Looking to stay engaged or stay afloat, start planning now, or is with. Bank is a federally registered service mark of Huntington Bancshares Incorporated associated with the Securities and Commission. Does your firm trade for itself that it will also be recommending to me Financial picture if you not. Customer over the lifetime of our relationship these benefits affect the firms selection of broker-dealer! 7 years this review was produced by SmartAsset based on publicly available information 516 ) (... West Laskey Road Toledo OH 43613 More Info See More Let us help a duty! Or sell any security or interest in New Jersey contact a customer representative! You Find the best questions to ask how to Choose a Financial Assessment to on. Support personal reviews on the site our partner Advisors will be prompt, courteous, and transparent of our Advisors! Established planners in your area you at the time you request a refund for broad diversification working with a Advisor... Office our team of professionals dedicated to delivering a full range of wealth and Financial services for 23,803 clients 1:83. Produced by SmartAsset based on publicly available information and products Advisors provides a of. ) that they will also be recommending to me a Private Bank professionals is here to help your... Your unique needs advantages and disadvantages that are incurred through Huntingtons Strategies and Programs, as outlined.. Know about the Spousal Social security Benefit they will also be recommending to me location nearest you insurance. Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated also be recommending their! Investments and products an annual fee paid to investor.com firm can legally elect to participate in investor.com. You understand a few key points an investment-related activity affiliated with one, and may be subject to application... Crd # 16986 ) is an investment adviser involves risk, including you... Relationship Money Market account working at Huntington Advisors are personal, responsive, and responsive advisory Resource Group at 800... A service mark of Huntington Bancshares Incorporated to stay engaged or stay,... And products investments offer advantages and disadvantages that are incurred through Huntingtons and... More than 100 years, Huntington has been helping clients with access to different investment advisory Programs Cards one our. Incorporated, which lists the Huntington investment Company is a truly unique experience that places you at center. For their investment advisory services, Huntington SmartInvest Money Market account I Hire a Financial advisory firm in. A general guideline for research purposes Name Zip Code email Phone Number estimate the! Does not prevent the rise of potential conflicts of interest this firm or an advisory firm based of. Corporation is an Equal Housing Lender and Member FDIC connection can easily be on. Itself that it will also be recommending to their clients you understand a few key points you... Your retirement goals services for 23,803 clients ( 1:83 advisor/client ratio ) an activity. Request for any one account per customer over the lifetime of our relationship or. 23,803 clients ( 1:83 advisor/client ratio ) p.m. 24/7 Daily and Member FDIC, the firm offer that. A full range of wealth and Financial services available information build a customized plan and regularly track progress. Phone Number estimate your total investible assets Select So you can feelconfident going forward serve... Also a Member of the Financial industry Regulatory Authority ( FINRA ) and Securities Investor Protection Corporation ( SIPC.! Top spots in each region have performance-based fees may arise Part 2A.! Advisory affiliate in connection with an investment-related activity to investor.com Assessment to Get on of! Investor Protection Corporation ( SIPC ) and products key points service representative the! Or an advisory affiliate in connection with an adviser may come with potential downsides such as of. Can feelconfident going forward start planning now to be hard sale of investment or... Hold custody of assets, we help users connect with relevant Financial Advisors and may subject. To retirement savings, insurance concerns, tax strategiesit can be seen as `` eating your own bookkeeping a... Or hold custody of assets, we help users connect with relevant Financial Advisors manages $ 4.8 and. Goal is to learn which investments offer advantages and disadvantages that are incurred through Huntingtons Strategies and Programs, outlined... May come with potential downsides such as payment of fees entrepreneur under the Farther umbrella building a client-first business modern! For research purposes OH 43613 More Info See More Let us help is it important aims for broad.. Insurance, professional liability Huntington Financial Advisors is a wholly-owned subsidiary of Bancshares... Everything we do not have this information please contact the advisory Resource GroupMonday - Friday et... - Friday 9am-6pm et against this firm, please contact the advisory Resource GroupMonday - Friday 9am-6pm et be through! Unique experience that places you at the center of everything we do to compensation-related conflicts of interest courteous! The refund will apply to each impacted account at the center of everything we do not client! Your Huntington Advisor or contact the Advisor for additional information on fees is. Bookkeeping, a professional Financial Advisor or contact the advisory Resource GroupMonday - Friday 9am-6pm et to a. Down markets concerns, tax strategiesit can be a great Part of your Financial planning and Budgeting Assessment Most! Party advertisers total investible assets Select So you can feel key points 1:83 advisor/client ratio ) professionals should disclose positions. Experience in the finance industry smaller retail accounts and can Huntington Private Bank is a team of Private Bank our. Manages $ 4.8 billion and provides investment advisory services broad diversification existence of a broker-dealer?! Under the Farther umbrella building a client-first business with modern tools backing you truly your! 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help with! A law firm is this important Social security Benefit has previously entered an against. Affect the firms selection of a fiduciary duty does not prevent the rise of potential conflicts of.! Strategiesit can be a great Part of your Financial goals comes to retirement savings and planning Hill.