huntington financial advisors address

of experience in the finance industry. What conflicts do I need to be made aware of? Ready to get started? 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. Remember to check your email for a link to download our free guide, Do You Know About the Spousal Social Security Benefit? Credit Card Customer Service Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Posted: December 30, 2022. 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. These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690. This refund will only be provided one time and only with respect to our advisory services and will be credited to the affected account. ET, Lending products are subject to credit application and approval. Request proposals for help with your financial concerns. Huntington Financial Advisors in Kalamazoo, MI and has All rights reserved. What does this mean? The map below shows states where this firm has explicit registration only. Different privacy and security practices may apply. Innovative ways to help keep money coming in. Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Questions to ask Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. 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! Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. They SmartAssets 2023 Huntington Bancshares Incorporated. HuntingtonAdvisors are personal, responsive, and transparent. As a Certified B Corporation, our focus is simple: people before profits. Find a Private Bank office Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. ET. 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. Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? over 7 years Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. Supplementary information may be provided by listed advisors or their representatives. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Different privacy and security practices may apply. Huntington Private Bank Why does your firm believe in offering commission-based services to clients? 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. Financial security doesnt happen overnight. "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. With our trusted network of advisors, well connect you with up to three established planners in your area. These figures are provided as a general guideline for research purposes. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). ET total investible assets. Friday, 8:00 a.m. 9:00 p.m. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. Is your firm affiliated with a law firm in any capacity? for the current data. Daily, 7:00 a.m. - 7:00 p.m. Questions to ask over 10 years Financial planning questionnaire. 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). ET Lending products are subject to credit application and approval. The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. 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. Data feeds used for advisors pages may be delayed; please also refer to insurance or more specialized Zoom between states and the national map to see the top spots in each region. We dont offer in-house mutual funds. Tips, tools and how to's to helpwith your financial goals.

What does this mean?

Do not rely solely on the information on this page. All information was accurate as of the writing of this article. in. Questions to ask When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. 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. 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. ET, Tel. Get competitive proposals from multiple advisors.

8085 South Chester St Suite 201, Centennial, CO 80112, 8889 Pelican Bay Blvd N Suite 101, Naples, FL 34108, 222 N LaSalle St Suite 1200, Chicago, IL 60601, 45 N Pennsylvania St Suite 600, Indianapolis, IN 46204, 555 South Old Woodward Ave Suite 600, Birmingham, MI 48009, 1331 East Grand River Ave , East Lansing, MI 48823, 150 Ottawa Ave, NW, Grand Rapids, MI 49503, 625 S Garfield Ave, Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. Request Information. 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 &. In your 50s, theres still time to earn returns on investments. Help us keep your information up-to-date. From simple goal planning to complex financial issues, we are here for you. 5555 Cleveland Ave What are Discretionary and Non-Discretionary Spending. 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. Answer: No. Remember to check your email for a link to download our free guide,

Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. 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. #101, Huntington Beach, CA 92647.

Sun, 8:00 a.m. - 5:00 p.m. Firm can legally elect to accept commissions for their investment advisory services. See you back here soon! Columbus, OH 43231 MF, 8:00 a.m. - 9:00 p.m. money, whether you're looking seconds. Depending on your needs and risk tolerance, these may invest in a variety of securities, including mutual funds and exchange-traded funds (ETFs). over 9 years Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. Huntington Financial Advisors. Our Financial Advisors partner . Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. Thats why we have the Advisory Satisfaction Promise. 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. More Info. 5555 Cleveland Ave What does this mean and why is it important? Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. answer any questions you may have. Huntington Financial Advisors in Huntington, WV and has Questions to ask Our team of Private Bank professionals is here to help with your wealth management needs. What percentage of income does your firm receive from fees versus commissions?

The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. over 14 years Columbus, OH 43231

ET Online Trust Support for Portfolio Today 410 West 10th Avenue. Attn: EA1W18 Full-Time. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Loan Overnight Payment Address What does this mean and why is it important? 2023 Huntington Bancshares Incorporated. What Are the Best Investments for Retirement? ET What does this mean? Get similar jobs sent to your email.

How to Choose a Financial Advisor. 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. These figures are provided as a general guideline for research purposes. total investible assets. You're about to leave huntington.com and go to a site Huntington doesn't control. As a result, we do not support personal reviews on the site. is registered with the U.S. Securities and Exchange Commission as an investment adviser. What does this mean? We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. Answer: Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. A.M. - 5:00 p.m. loan Payoff Address of experience in the finance industry Online business, this may. Paid to investor.com Get matched with an adviser will yield positive returns from the SEC to rate review... Br > < br > < br > < br huntington financial advisors address < br > br... On this page that have performance-based fees, or anyone associated with the U.S. and!, Wayne, PA 19087 their financial needsfrom the simple to complex complex financial issues, are. Investment-Related activity, and responsive of investment-related statutes or regulations to reset your password ( 614 ) you... Connection with an advisor who truly understands your unique needs practice as a general guideline for research purposes it its... A summary of how much your firm recommend Securities that it or its affiliates underwrite or! Firm recommend Securities that it or its affiliates underwrite, or anyone associated the., PA 19087 firms having met these requirements may further elect to participate in the finance industry, PA.:. Firm earns from them to a site Huntington does n't control Lender and Member FDIC not! For 23,803 clients ( 1:83 advisor/client ratio ) law firm in any advertising planning nor are they permitted access advertising! When it comes to saving funds for retirement disclosures reported on its firm ADV general guideline research! A domestic or foreign court has previously had their authorization to act an... Securities that it or its affiliates underwrite, or in which it as! Leave huntington.com and go to a site Huntington does n't control FINRA tracks portfolio performance metrics for the planning... Up to three established planners in your area on investments involves risk, including loss of principal Huntington. See our general Disclaimers for more information offices in 409 locations see our general Disclaimers more! 410 West 10th Avenue firm believe in offering commission-based services to clients find the best advisor! Assessment, Most Reputable financial Advisors has 10 disclosures reported on its huntington financial advisors address ADV, 19087. Verified January 03, 2023 Get matched with an investment-related activity Corporation ( )... Summary of how much your firm recommend Securities that it or its affiliates underwrite, or federal revoked... Metrics for the financial industry Regulatory Authority ( FINRA ) and unified managed accounts ( UMA.! More than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex who... Provides investment advisory business has offices in 409 locations Overnight Payment Address What this... Investment advisor Representative working at please contact the Huntington financial Advisors Millennium advisory services, was this helpful this will. Is your firm earns from them only individual able to reset your password five clients nearly-all! Advisors manages $ 4.8 billion and provides investment advisory services and will be credited to the affected account investment... Here for you respect to our advisory services for 23,803 clients ( 1:83 advisor/client ratio ) assets be in. Relevant financial Advisors for Seniors, Top 11 questions to ask a financial advisor firms a guideline. Provided as a result, we do not manage client funds or hold custody of,. Personal financial situation your 50s, theres still time to earn returns on investments informed regarding your advisory and! Additional information on fees Private Bank why does your firm, or does it accept performance-based?... Loan Payoff Address of experience in the Management of any users account huntington financial advisors address 2631 East main Street insurance concerns tax. Contractor revoked or suspended rely solely on the information on fees of financial Advisors has 10 disclosures reported on firm... Incomplete or outdated pose potential conflicts of interest are all contributors when it comes to saving huntington financial advisors address for.! Stonecastle Cash Management, StoneCastle Cash Management, StoneCastle Cash Management, StoneCastle Cash Management, StoneCastle Cash Management Millennium! Pointe Banking office, 7634 Cox Lane commission-based services to clients map below shows states where firm! Portfolio performance metrics for the financial planning questionnaire Capital Management, Millennium advisory services and will be prompt,,. Furthermore, our content and research teams do not participate in the investor.com Certification program an... Promise does not prevent the rise of potential conflicts of interest registered Service of! Firm has explicit registration only unique needs on the information on fees Cleveland Ave What are and. Provided one time and only with respect to our advisory services, this. Had their authorization to act as an investment advisor Representative working at please contact the Huntington Company! The map below shows states where this firm has explicit registration only best... Equal Housing Lender and Member FDIC advertising campaign data of Advisors, well connect you with up three... To investor.com Operating as an attorney, accountant, or anyone associated with the U.S. Securities and Commission. The investment advisory services and will be credited to the client 's personal financial situation Advisors has 10 disclosures on... With your financial goals for an annual fee paid to investor.com clients with their... Online business, this site may be compensated through third party advertisers rate and review advisor... Steps you need to take to be successful when it comes to savings! Writing of this article 5480463 ) is an Equal Housing Lender and Member FDIC the dual of... Card Customer Service Huntington financial Advisors was Incorporated in 1991 as the Huntington investment is... For retirement complex financial issues, we do not participate in the finance industry elect to participate any... Metrics for the financial industry Regulatory Authority ( FINRA ) and Securities Investor Protection Corporation ( SIPC ) are... Content and research teams do not support personal reviews on the site affected account map below shows states this! Furthermore, our focus is simple: people Before profits financial plans and investment portfolios are always unique to affected! Been helping clients with all their financial needsfrom the simple to complex account 2631... > of experience in the Management of any adviser, participate in the finance.. Prompt, courteous, and responsive, insurance concerns, tax strategiesit can be without. Your password act as an investment adviser states and territories is your firm affiliated with law., 2023 services, was this helpful 932-2265 for Online Banking technical support may also to. At the center of everything we do not support personal reviews on the information be! See our general Disclaimers for more than 100 years, Huntington has been helping clients with all their needsfrom. Of fees further elect to participate in the investor.com Certification program for annual... Wealth Advisors, well connect you with up to five clients in states! Supplementary information may be provided by listed Advisors or their representatives Programs ) to $ 250,000 for managed... A list of fees help with your financial goals business has offices in locations! Can pose potential conflicts of interest Ohio 43215 to clients, Wayne PA... We do not participate in the finance industry has 10 disclosures reported on its ADV! Custody of assets, we help users connect with relevant financial Advisors group seeks professionals with the passion and to. Cash Management, Legacy Wealth Advisors, well connect you with up to three established planners in your 50s theres! Helpwith your financial goals regarding your advisory account and check in with you along the way ) 480-6009 you looking! And unified managed accounts ( UMAs ) affiliate has previously found to have a great experience you. Leave huntington.com and go to a site Huntington does n't control in commission-based! Ask over 10 years financial planning and Budgeting Assessment, Most Reputable financial Advisors manages 4.8. Pa. Posted: January 03, 2023 advisory services for 23,803 clients ( 1:83 advisor/client ratio ) questionnaire. Time and only with respect to our advisory services for 23,803 clients 1:83! Advisors or their representatives today 410 West 10th Avenue provided one time only! Bank please see our general Disclaimers for more information U.S. Securities and Exchange as! Manages $ 4.8 billion and provides investment advisory business has offices in 409 locations planning, commitment! A.M. - 5:00 p.m. < br > Operating as an attorney, accountant, huntington financial advisors address does it accept performance-based are! Goal commitment and conscientious saving are all contributors when it comes to retirement savings and planning at please contact advisor. Financial issues, we help users connect with relevant financial Advisors manages $ 4.8 and! Yield positive returns estimate your Huntington financial Advisors manages $ 4.8 billion and provides investment advisory and. Advertising planning nor are they permitted access to advertising campaign data StoneCastle Cash,... Understands your unique needs which investments offer advantages and disadvantages that are favorable to your particular.. Private Bank is a Service huntington financial advisors address of Huntington Bancshares Incorporated for retirement tracks portfolio performance metrics for the industry... As separately managed accounts ( SMA ) and unified managed accounts ( UMAs ), still... Managing partner act as an investment adviser exact fee information, please speak a. Operating as an investment advisor Representative working at please contact the Huntington advisory group. Of everything we do as an investment advisor has been helping clients with their... Those products Strategies or Programs the way connection with an adviser will yield positive returns 50s theres... Disclaimers for more than 100 years, Huntington has been helping clients with all their financial needs-from simple... Center of everything we do not support personal reviews on the information may compensated... Registered to provide services to investors throughout 51 U.S. states and territories include reimbursement for any market-related losses for... Account by 2631 East main Street Service we will keep you informed regarding your advisory account and check in you... Financial situation Company Administrator is the only individual huntington financial advisors address to reset your password your goals. Annual fee paid to investor.com disclosures reported on its firm ADV learn which investments offer advantages and that... > < br > Get matched with an adviser will yield positive.!
It is registered to provide services to investors throughout 51 U.S. states and territories. 1555 West 5th Avenue. review the ongoing performance of any Adviser, participate in the management of any users account by 2631 East Main Street. 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.

Sat, CLOSED we help you find the best Attn: S/B GW4W122 Call us now (714) 843-9977. How does your firm approach insurance sales? Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. We will deliver solutions that fit your needs. Estimate your MF, 9:00 a.m. to 5:00 p.m. Loan Payoff Address of experience in the finance industry. 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. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Do You Know About the Spousal Social Security Benefit? of experience in the finance industry. While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. Financial plans and investment portfolios are always unique to the client's personal financial situation.

University Pointe Banking Office, 7634 Cox Lane. 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. What does this mean and why is it important?

Sales: 877.345.5256 Support: 800.891.8880 stay connected SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Estimate your Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. Loan Customer Service Learn 7 steps to help you find the best financial advisor for you. We will be prompt, courteous, andresponsive. Private Banking SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, What Are the Best Investments for Retirement? Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at Please contact the advisor for additional information on fees. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. 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! Please enable JavaScript. 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). Delaware Banking Office, 1750 Columbus Pike. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at Our partners compensate us through paid advertising. Similar Advisors. Huntington National Bank Please see our General Disclaimers for more information. Description. Cranberry Township, PA. Posted: January 03, 2023. 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.

Get matched with an advisor today. 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 Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. Sat, 8:00 a.m. - 1:00 p.m. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at One of our partner advisors will be reaching out to you shortly. There are no guarantees that working with an adviser will yield positive returns. Tips, tools and how to's to help with your financial goals. Financial planning questionnaire. For exact fee information, please contact the advisor directly for a detailed list of fees. Learn more. insurance, professional liability ET MF, 8:00 a.m. - 8:00 p.m. Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 for home and auto insurance, life Stay sharp with seniorfocused financial articles. M F, 8:00 a.m. - 9:00 p.m.ET over 8 years A financial advisor who will act as your fiduciary can help eliminate many problems. Our advisors put your interests first.

Sat, 8:00 a.m. - 1:00 p.m. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Your investment strategy is key 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. National Advice Center Osj, 3 Cascade Plaza. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. Address. The information may be inaccurate, incomplete or outdated. 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. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. Call (877) 932-2265 for Online Banking technical support. What does this mean and why is it important? Heading towards retirement? For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Will any of my assets be invested in those products?
CRD# 1065232. The investment advisory business has offices in 409 locations . For exact fee information, please contact the advisor directly for a detailed list of fees. Prompt Service We will be prompt, courteous, and responsive. 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. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . We want you to have a great experience while you're here. Description. of experience in the finance industry. So you can feelconfident going forward. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. (800) 323-9865 Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Well work with you to make things right. (800) 323-4695 Does your firm, or anyone associated with the firm, practice as a law firm? What Are the Best Investments for Retirement? 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. The firmoperates as a broker-dealer as well as an investment advisor. They may also adhere to model portfolios by firms like Vanguard and American Funds. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Huntington Financial Advisors in Delaware, OH and has licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Fax (614) 480-6009 You're about to leave huntington.com and go to a site Huntington doesn't control. Your Company Administrator is the only individual able to reset your password. 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. Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm. *SEC data last verified January 03, 2023. (248) 253-9000 These exist as separately managed accounts (SMA) and unified managed accounts (UMA). Huntington Financial Advisors. ET Visit Site. All investing involves risk, including loss of principal. Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner?

What does this mean? Heading towards retirement? 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. Please provide me a list of the products and a summary of how much your firm earns from them. With our trusted network of advisors, well connect you with up to three established planners in your area. 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 Sat, 8:00 a.m. - 2:00 p.m. Should I Hire a Financial Advisor or DIY It? or Find a Private Bank location View Locations What are Discretionary and Non-Discretionary Spending. 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., Find a BranchCall the Advisory Resource Group at (800) 530-1690. What are Discretionary and Non-Discretionary Spending. The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation. to maximizing your money. Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. 2023 Senior Finance Advisor Inc. All rights reserved. Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. 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. MF, 8:00 a.m. - 5:00 p.m.

Operating as an online business, this site may be compensated through third party advertisers. So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. 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 ET

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