Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. How do these benefits affect the firms selection of a broker-dealer partner? Welcome to Huntington Financial Corporation! 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 Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Call (877) 932-2265 for Online Banking technical support. All information was accurate as of the writing of this article. Huntington (516) 358-9455 (800) 990-9455. . A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. Create Job Alert. Finding the right financial advisor doesn't have to be hard. 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. In your 50s, theres still time to earn returns on investments. 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. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. What does this mean and why is it important? wealth. How many times did it occur? Heading towards retirement? As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. 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. Huntington Financial Advisors. ET. 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. 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,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. 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. With our trusted network of advisors, we'll connect you with up to three established planners in your area. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Huntington Financial Advisors The Huntington National Bank Do You Know About the Spousal Social Security Benefit? Questions to ask Huntington Financial Advisors in Dublin, OH and has Social Security Administration Representative Payee Service, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Please see our General Disclaimers for more information. for home and auto insurance, life , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. With our trusted network of advisors, well connect you with up to three established planners in your area. 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. Supplementary information may be provided by listed advisors or their representatives. Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at The firmoperates as a broker-dealer as well as an investment advisor. Private Banking Financial Planning What does this mean? over 36 years What does this mean and why is this important? From simple goal planning to complex financial issues, we are here for you. Some firms receive these fees as payments, which creates an incentive to promote them. Your Company Administrator is the only individual able to reset your password. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. 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 Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Do You Know About the Spousal Social Security Benefit? 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. For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at of experience in the finance industry. Answer: Huntington is committed to validating the request and crediting the fees within 45 days of initial notification by you. What does this mean and why is it important? Loan Customer Service Your investment strategy is key Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. 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. See you back here soon! How does your firm mitigate them? Working with an adviser may come with potential downsides such as payment of fees All requests for updated information should also be reported directly to the SEC and/or FINRA. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, 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. an Adviser or provide advice regarding specific investments. Theyll explain their services and can One of our partner advisors will be reaching out to you shortly. of experience in the finance industry. When operating in this dual capacity, advisors may be incentivized to implement plans as an attorney that could drive higher revenue for themselves as investment advisors. Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. ET, Mortgage Payment Assistance MF, 8:00 a.m. - 5:00 p.m. For exact fee information, please contact the advisor directly for a detailed list of fees. 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. THE TRUMP TAX PLAN: . 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. Remember to check your email for a link to download our free guide, ET Posted: December 30, 2022. ET 800-322-4600 24/7 Daily. Questions to ask Sat, 8:00 a.m. - 2:00 p.m. With our trusted network of advisors, we'll connect you with up to three established planners in your area. Transparent, responsive, and objective. Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. Our partners compensate us through paid advertising. This could be detrimental to a client during down markets. ET Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at Your Company Administrator is the only individual able to reset your password. over 15 years 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. Bloomingdale, IL. Please contact the advisor for additional information on fees. Sat, 8:00 a.m. - 2:00 p.m. Find a Trust Office Address. help These figures are provided as a general guideline for research purposes. 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). Find a Private Bank office From 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). We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. financial planning. Questions to ask (888) 696-9982 manage $4,766,857,565 in 26,788 accounts and What does this mean? Huntington Financial Advisors in Brookpark, OH and has For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. over 14 years Estimate your Due to the sensitive nature of resetting passwords, email requests are not recommended. (866) 643-4203 #101, Huntington Beach, CA 92647. Visit Site. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. What does this mean? 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. managing a windfall, or anything We can help your financial goals become a reality. This type of. Many Americans have wondered whether their financial advisor is a fiduciary as the investment world is plagued with conflicts of interest, obscure disclosure and an overall lack of transparency. 24/7 Daily, Commercial Credit Cards Learn 7 steps to help you find the best financial advisor for you. Questions to ask It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. ET, Loan Payment Address 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). Sat, 8:00 a.m. - 1:00 p.m. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. of experience in the finance industry. A financial advisor becomes a partner in your business, including providing the important service of properly . loss of principal. 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! Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. What does this mean? Most Reputable Financial Advisors for Seniors, Senior Investments: The Best Investments for Retirement, Top 11 Questions to Ask a Financial Advisor Before Hiring. Average Retirement Savings: How Do You Compare? Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Sat, CLOSED 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. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. 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 Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. of experience in the finance industry. This could also limit the number and diversity of investment options available and may impact their transferability. What are Discretionary and Non-Discretionary Spending. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. serve the financial needs of clients across 53 states (or territories). whether it's saving for college, M F, 8:00 a.m. - 9:00 p.m.ET total investible assets. 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 certain investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at The map below shows states where this firm has explicit registration only. 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. What does this mean? 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. Working together, we help you How to Choose a Financial Advisor. Do not rely solely on the information on this page. of experience in the finance industry. What does this mean and why is it important? SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Sun, CLOSED. While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. We want you to have a great experience while you're here. 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. 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. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Attn: GW1N10 Is your firm affiliated with a law firm in any capacity? Lending products are subject to credit application and approval. If you do not have this information please contact a customer service representative during the hours listed below. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. Request Information. SmartAsset does not Attn: S/B GW4W122 Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAssets reviews. 2631 East Main Street. Remember to check your email for a link to download our free guide, Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. Sat, 8:00 a.m. 4:00 p.m. Please contact your Company Administrator to reset your password if you continue having problems logging in. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. FINRA data last verified January 03, 2023. What does this mean? Lending products are subject to credit application and approval. Contact Us > Financial Advisor. Why doesnt your firm use a secure website? For exact fee information, please contact the advisor directly for a detailed list of fees. How to Choose a Financial Advisor. The firmpartners with Envestnet Asset Management and National Financial Services (NFS) to provide clients with different asset management programs. 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! Well work with you to make things right. Our Financial Advisors partner . The Huntington National Bank is an Equal Housing Lender and Member FDIC. Different privacy and security practices may apply. Please contact the advisor for additional information on fees. 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