Our Financial Advisors partner . Credit Card Payment Address of experience in the finance industry. 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 &. The investment advisory business has offices in 409 locations . Different privacy and security practices may apply. National Advice Center Osj, 3 Cascade Plaza. We will act in your best interest. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Sun, CLOSED, Apply for a Mortgage Social Security Administration Representative Payee Service, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Huntington Financial Advisors in Akron, OH and has One of our partner advisors will be reaching out to you shortly. Sat, 8:00 a.m. 4:00 p.m. Questions to ask
Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). M F, 8:00 a.m. - 9:00 p.m.ET ET Online Trust Support for Portfolio Today While this can be seen as "eating your own cooking," there are conflicts that may arise. 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. How does your firm mitigate them? You're about to leave huntington.com and go to a site Huntington doesn't control. Will anyone that was involved be involved with my accounts in any capacity? Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more. 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). for home and auto insurance, life 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. How does your firm approach insurance sales? Huntington Financial Advisors. 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. Innovative ways to help keep money coming in. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. 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? Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. Supplementary information may be provided by listed advisors or their representatives. Estimate your Theyll explain their services and can 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. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. Please contact your Company Administrator to reset your password if you continue having problems logging in. Loan Overnight Payment Address Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. total investible assets. Huntington Financial Advisors in Brookpark, OH and has The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . They may also adhere to model portfolios by firms like Vanguard and American Funds. Does your firm perform side-by-side management? Should I Hire a Financial Advisor or DIY It? 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. More Info. You have been idle and will be logged out in After your visit, would you be willing to provide some quick feedback? While StockBrokers.com has all data verified by industry participants, it can vary from time to time. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Please contact the advisor for additional information on fees. 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. It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. serve the financial needs of clients across 53 states (or territories). 2023 Huntington Bancshares Incorporated. Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia Here's how we make money. (866) 643-4203 This is not an offer to buy or sell any security or interest. 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. As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Do not rely solely on the information on this page. Huntington Financial Advisors. Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? Is your firm a broker-dealer or are you affiliated with one? Questions to ask
MF, 8:00 a.m. - 5:00 p.m. Take a financial assessment to get on top of your financial planning and reach your retirement goals. What does this mean? Which securities does your firm trade for itself that it will also be recommending to me? Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 advisors. 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 type of. We promise to keep your information safe and secure. . Does your firm, or anyone associated with the firm, practice as a law firm? The Huntington National Bank is an Equal Housing Lender and Member FDIC. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Our affiliate, Huntington Private Bank, has a team of economic professionals helping to keep our clients up to speed on recent financial news and market outlooks so that you'll have the information needed to manage and grow your wealth. (248) 253-9000 Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Finding the right financial advisor doesn't have to be hard. 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. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. prepare for major life events, To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. help Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at Lending products are subject to credit application and approval. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 What does this mean? 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. Financial plans and investment portfolios are always unique to the client's personal financial situation. 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. 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). How to Choose a Financial Advisor. is registered with the U.S. Securities and Exchange Commission as an investment adviser. Attn: GW1N10 Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. This refund will only be provided one time and only with respect to the Strategies and Programs identified above and will be credited to the affected account. We will be transparent about the fees we charge. Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. Will any of my assets be invested in those products? Remember to check your email for a link to download our free guide, Find the location nearest you. . http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Theyll explain their services and can The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. managing a windfall, or anything Financial Advisor Office Location Phone Number; Boulos Michael Inquire with Boulos: 101 Main St, Ste 220 Huntington Beach, CA 92648 : 714-374-0300 : Correa & Associates Columbus OH 43212. Find a Private Bank office Private Banking While timing is essential to investing, smart investments at any age can be effective. answer any questions you may have. 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. Investing can be a great part of your financial picture if you understand a few key points. 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. ET, Loan Payment Address Firm or a related person trades securities for themselves that they also recommend to their clients. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. 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. ET What does this mean? we help you find the best 800-322-4600 Prompt Service We will be prompt, courteous, and responsive. insurance or more specialized , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. How to Choose a Financial Advisor. 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. 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. No. 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. Loan Customer Service Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. MFri, 8:00 a.m. - 7:00 p.m. 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). 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, Huntington Trust money, whether you're looking For further detail, see our articles on different types of advisors and financial advisor services. This refund will only be provided one time and only with respect to our advisory services and will be credited to the affected account. Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com Since none is actually required to be a financial advisor, any notable industry. 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. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. 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. As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. Get competitive proposals from multiple advisors. Huntington Financial Advisors in Kentwood, MI and has Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. 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. 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. These brief overviews of fees are based on a percentage of client assets under management (AUM). 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. If youre ready to find an advisor who can help you achieve your financial goals. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Firm performs side-by-side management with accounts that have differing fee structures. Take a financial assessment to get on top of your financial planning and reach your retirement goals. Answer: Attn: S/B GW4W122 Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. As a Certified B Corporation, our focus is simple: people before profits. Columbus, OH 43231 Sat, 8:00 a.m. - 1:00 p.m. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. All investing involves risk, including loss of principal. 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. Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. ET What does this mean and why is this important? We want you to have a great experience while you're here. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select For exact fee information, please contact the advisor directly for a detailed list of fees. What does this mean? Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. Do You Know About the Spousal Social Security Benefit? confident going forward. Questions to ask
THE TRUMP TAX PLAN: . Financial Planning The firmpartners with Envestnet Asset Management and National Financial Services (NFS) to provide clients with different asset management programs. Do You Know About the Spousal Social Security Benefit? services are limited to referring users to third party advisers registered or chartered as fiduciaries Learn the main steps you need to take to be successful when it comes to retirement savings and planning. MF, 8:00 a.m. - 8:00 p.m. 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. 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. 24/7 Daily, Commercial Credit Cards Questions to ask
Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). The Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. Please enable JavaScript. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at Sun, CLOSED, Business Credit Cards 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. The information may be inaccurate, incomplete or outdated. As a result, we do not support personal reviews on the site. Does your firm offer mutual funds that have 12b-1 fees? seconds. Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. Investor.Com Trust algorithm downloads the latest regulatory data from the SEC Investor Form... 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