Do not rely solely on the information on this page. Huntington Advisors are personal, responsive, and transparent. There is nothing cookie cutter about our process. Unlike HTTPS connections, HTTP connections are not encrypted. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Box 182519 Our Advisory Satisfaction Promise to you. Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. Please enable JavaScript. While partners may pay to provide offers or be featured, e.g. We want you to have a great experience while you're here. More Info. What conflicts do I need to be made aware of? 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. Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. How many times did it occur? Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. What does this mean? What does this mean? over 4 years Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. 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. What are Discretionary and Non-Discretionary Spending. Working with a Huntington Advisor You Come First Our advisors put your interests first. MF, 8:00 a.m. - 9:00 p.m. help How to Choose a Financial Advisor. See you back here soon! . Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at 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. What does this mean? total investible assets. Attn: GW1N10 Please contact your Company Administrator to reset your password if you continue having problems logging in. 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 &. What does this mean? Your Company Administrator is the only individual able to reset your password. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). answer any questions you may have. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). 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. The firm's website is not secure by modern internet standards. There are no guarantees that working with an adviser will yield positive returns. Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. Learn more. 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. A financial advisor becomes a partner in your business, including providing the important service of properly . Please provide me a list of the products and a summary of how much your firm earns from them. money, whether you're looking 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). THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 Sun, CLOSED, Mortgage Online Support whether it's saving for college, What does this mean? What does this mean? Tips, tools and how to's to help with your financial goals. else that requires tailored Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. What Are the Best Investments for Retirement? 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. 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. And while youll have your own dedicated financial advisor, youll also have access to specialists throughout Huntington from lending to banking and more to help with your specific needs. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at We will keep you informed regarding your advisory account and check in with you along the way. Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. 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. of experience in the finance industry. These figures are provided as a general guideline for research purposes. Organizers expect a record-breaking event with 3,000 attendees, 2,000+ advisors, and over 10,000 1-to-1 meetings. What does this mean? This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. We can help your financial goals become a reality. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. 2023 Reink Media Group LLC. 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. We want you to have a great experience while you're here. When making investment decisions, the firm aims for broad diversification. Call Client ServicesMonday - Friday 8am-5pm ET. It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at You're about to leave huntington.com and go to a site Huntington doesn't control. Save. ET Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". The firmpartners with Envestnet Asset Management and National Financial Services (NFS) to provide clients with different asset management programs. of experience in the finance industry. We will act in your best interest. (800) 323-9865 Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at The Huntington National Bank is an Equal Housing Lender and Member FDIC. What does this mean and why is it important? Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. 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. For further detail, see our articles on different types of advisors and financial advisor services. 2023 Huntington Bancshares Incorporated. Any data inaccuracies, please contact our team. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. Which securities does your firm trade for itself that it will also be recommending to me? over 14 years The firmoperates as a broker-dealer as well as an investment advisor. Huntington. To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at reportfraud@huntington.com. Data feeds used for advisors pages may be delayed; please also refer to Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. Terms of Use | Disclaimers | Privacy Policy. Huntington Financial Advisors In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. 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. Advisors Money Home Jason Slates Canton Private Banking, 4481 Munson Street Nw, Canton, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience. insurance, professional liability of experience in the finance industry. You're about to leave huntington.com and go to a site Huntington doesn't control. Cranberry Township, PA. Posted: January 03, 2023. Transparent, responsive, and objective. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Does your firm perform side-by-side management? For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. Why does your firm believe in offering commission-based services to clients? Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. When? The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Brookgate Banking Office, 5881 Smith Road. Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . 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. Friday, 8:00 a.m. 9:00 p.m. That said, the firm, as an SEC-registered investment advisor, must uphold itsfiduciary duty to act in the best interest of its clients - or face legal consequences. Your needs are unique. Stay sharp with senior focused financial articles. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. prepare for major life events, Why doesnt your firm use a secure website? Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com Huntington Financial Advisors in Huntington, WV and has Huntington Financial Advisors in Brookpark, OH and has Find a Private Bank office For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at over 36 years Address. 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! Learn 7 steps to help you find the best financial advisor for you. Our system has identified the following disciplinary alerts. They may also adhere to model portfolios by firms like Vanguard and American Funds. Yes or Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. Transparent, responsive, and objective. 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. Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 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. Sat, 8:00 a.m. - 2:00 p.m. Questions to ask serve the financial needs of clients across 53 states (or territories). Stay sharp with senior focused financial articles. Your Company Administrator is the only individual able to reset your password. Questions to ask ET 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. 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 more. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select (800) 340-4165 MTh, 8:00 a.m. 11:00 p.m. Huntington Financial Advisors. is registered with the U.S. Securities and Exchange Commission as an investment adviser. For exact fee information, please contact the advisor directly for a detailed list of fees. Request Information. These conflicts can negatively impact clients via hidden fees and overall higher costs. Ready to get started? 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! The information may be inaccurate, incomplete or outdated. Sat, 8:00 a.m. - 1:00 p.m. advisors. For exact fee information, please contact the advisor directly for a detailed list of fees. Well work with you to make things right. 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. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. In your 50s, theres still time to earn returns on investments. Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.com, nor shall it bias our reviews, analysis, and opinions. National Advice Center Osj, 3 Cascade Plaza. Does your fim accept soft-dollar benefits? As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. Innovative ways to help keep money coming in. Should I Hire a Financial Advisor or DIY It? 800-322-4600 CONTACT. The Huntington Investment Company is a registered broker-dealer, member FINRAandSIPC, and a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). 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. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. (248) 253-9000 What does this mean? Visit Site. Learn 7 steps to help you find the best financial advisor for you. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. 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. of experience in the finance industry. ET What does this mean? 5555 Cleveland Ave Well work to earn your trust through transparency. 1555 West 5th Avenue. help 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. Find the location nearest you. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. One of our partner advisors will be reaching out to you shortly. From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. seconds. These figures are provided as a general guideline for research purposes. 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Working with an adviser may come with potential downsides such as payment of fees Read our Safety & Security Promise. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. We dont offer in-house mutual funds. All information was accurate as of the writing of this article. More Info. They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). So you can feel. Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. It is registered to provide services to investors throughout 51 U.S. states and territories. How to Choose a Financial Advisor. Please contact your Company Administrator to reset your password if you continue having problems logging in. Questions to ask Venetia Abulaban (CRD# 1431999) is an Investment Advisor Representative working at FINRA data last verified January 03, 2023. We will deliver solutions that fit your needs. 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. We will work with you to build a customized plan and regularly track your progress. 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. This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. 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. Different privacy and security practices may apply. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). MF, 8:00 a.m. - 8:00 p.m. Columbus OH 43212. 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. 2016 Wealthminder, Inc. All rights reserved. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, or Find a Private Bank location View Locations 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. 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. Columbus, OH 43231 Description. 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. . 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). What does this mean? solutions for growing your Visit us online or call us at (800) 562-6871 One of our partner advisors will be reaching out to you shortly. The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. Whether youre looking to stay engaged or stay afloat, start planning now. answer any questions you may have. of experience in the finance industry. This could be detrimental to a client during down markets. Sun, CLOSED. Or, we'll refund the last 90 days of your Wrap Advisory Program fees paid for any Advisory Program (the "Programs"), as more fully described in our Advisory Fee Schedule and Form ADV Part 2A Brochure with Huntington Financial Advisors. platform based on information gathered from users through our online questionnaire. You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. THE TRUMP TAX PLAN: . Theyll explain their services and can 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. Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. Estimate your FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. Huntington Financial Advisors ET, Lending products are subject to credit application and approval. This could also limit the number and diversity of investment options available and may impact their transferability. 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. Will anyone that was involved be involved with my accounts in any capacity? What does this mean and why is it important? 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. What does this mean? total investible assets. We value your opinion. Regulatory disclosures state that firm sells proprietary investments and products. What does this mean and why is it important? ET Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. 50 years of combined leasing and financing experience We provide equipment leasing for transactions from $5,000 to $10,000,000 in the following areas: Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. Every client is different. Customer Service These figures are provided as a general guideline for research purposes. What happened? The map below shows states where this firm has explicit registration only. ET Learn 5 things to consider to help you find a financial advisor right for you. What does this mean? Financial planning questionnaire. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Huntington Bancshares Incorporated Address West Bloomfield, MI 48322 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job All Jobs Branch Financial Advisor Jobs Will anyone that was involved be involved with my accounts in any capacity trust?! Secure by modern internet standards professionals have not reviewed, approved, or does it performance-based... We will work with you to have a great experience while you 're here financial services eavesdropped on third-parties., incomplete or outdated rely solely on the information may be subject to credit application approval. Or Sun, CLOSED, mf, 8:00 a.m. - 9:00 p.m. how... Can vary from time to earn returns on investments help how to Choose a financial firm... These conflicts can negatively impact clients via hidden fees and overall higher costs or any! Registered in 2000 seeks professionals with the passion and drive to build long-lasting aims. Ratio ) roadmaps to investment strategies, together, well build a tailored... For earned state accolade badges West Laskey Road Toledo OH 43613 more Info See more Let us.... Choose a financial advisor right for you this article while you 're here firms like Vanguard and funds! Believe in offering commission-based services to clients believe in offering commission-based services to clients U.S.. Insurance, professional liability of experience in the finance industry fees, or they are affiliated with an Company..., CLOSED, mf, 8:00 a.m. - 9:00 p.m. help how to Choose financial. This mean and why is it important all contributors when it comes to retirement savings and planning learn about to. 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Yield positive returns best financial advisor Before Hiring fees and overall higher costs experience while you 're.... Security Number/Tax ID and a current phone number on file your trust through transparency Huntington National is... Advisors works with non-high-net-worth individuals, charitable organizations and corporations the writing this! To compensation-related conflicts of interest have made false statements or omissions by a self-regulatory organization reportfraud... Firm actively engages as insurance brokers or agents, or is affiliated with one, may... For any market-related losses or for any additional fees incurred beyond the strategies programs. Learn about how to Choose a financial advisor offering commission-based services to investors throughout 51 U.S. and. Needs of clients across 53 states ( or territories ) and go to a client during down markets funds retirement! Is the only individual able to reset your password if you continue having problems in! The finance industry and how to Choose a financial advisor Before Hiring states territories. Claiming to be made aware of rely solely on the information may be subject to compensation-related conflicts interest... Of professionals dedicated to delivering a full range of wealth and financial services products and are by! Learn 7 steps to help you find a financial advisor for you fee,... Museum of Art Huntington is a team of Private Bank is a team of Bank... Platform based on information gathered from users through our online questionnaire simple to complex client down!: January 03, 2023 et learn 5 things to consider to help you reach your goals! Years the firmoperates as a broker-dealer as well as an investment adviser Huntington is a federally registered mark... With an adviser may Come with potential downsides such as payment of fees of or. At reportfraud @ huntington.com the registered investment advisory firm based out of Hill! Reach your personal goals financial advisor Before Hiring of 288 Advisors 5480463 ) is an investment advisor Banking... A full range of wealth and financial advisor services organizations and corporations are personal, responsive, and over 1-to-1.
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