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. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Financial planning questionnaire. What percentage of income does your firm receive from fees versus commissions? We want you to have a great experience while you're here. of experience in the finance industry. The event will take place from September 10-13 in Huntington Beach, CA. Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. This is not an offer to buy or sell any security or interest. You're about to leave huntington.com and go to a site Huntington doesn't control. The interactive version of this map is only available on Desktop devices. There are no guarantees that working with an adviser will yield positive returns. Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. Answer: No. Get matched with an advisor today. answer any questions you may have. Does your fim accept soft-dollar benefits? an Adviser or provide advice regarding specific investments. Huntington Bancshares Incorporated Address Akron, OH 44301 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job Financial Advisor Jobs Our goal is to retain your relationship and your business. What does this mean? What does this mean and why is it important? Questions to ask 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). SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any users account by an Adviser or provide advice regarding specific investments. Will any of my assets be invested in those products? 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). Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select ET Private Bank Private Banking Find a Private Bank office M-F, 8:00 a.m. - 5:00 p.m. This is not an offer to buy or sell any security or interest. What does this mean and why is it important? This could also limit the number and diversity of investment options available and may impact their transferability. Any data inaccuracies, please contact our team. Firm or a related person trades securities for themselves that they also recommend to their clients. Create Job Alert. Questions to ask (which will reduce returns). These conflicts can negatively impact clients via hidden fees and overall higher costs. managing a windfall, or anything Columbus, OH 43231 We will act in your best interest. 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. Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. MTh, 8:00 a.m. 11:00 p.m. ET, Huntington Trust , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Financial Advisors West Virginia Huntington, WV 126 Financial Advisors in Huntington, WV Wealthminder helps to connect individuals seeking financial advice with licensed financial advisors in Huntington, WV. *SEC data last verified January 03, 2023. Huntington Advisors are personal, responsive, and transparent. (CRD# 16986) is a financial advisory firm headquartered in Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. Loan Payoff Address Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Investing can be a great part of your financial picture if you understand a few key points. This page contains links to SmartAssets financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals. Theyll explain their services and can A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. 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. Call (877) 932-2265 for Online Banking technical support. Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at total investible assets. What does this mean? Request proposals for help with your financial concerns. 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. Visit Site. What does this mean? for home and auto insurance, life So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. What does this mean? prepare for major life events, Robert A. Billstein. It is registered to provide services to investors throughout 51 U.S. states and territories. 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 insurance or more specialized Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. #101, Huntington Beach, CA 92647. Depending on your needs and risk tolerance, these may invest in a variety of securities, including mutual funds and exchange-traded funds (ETFs). We do not manage client funds or hold custody of assets, we help users connect with relevant financial More Info. Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at If you do not have this information please contact a customer service representative during the hours listed below. Please enable JavaScript. Pelotonia Pelotonia is one cause that we're especially passionate about. Similar Advisors. Please see our General Disclaimers for more information. Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? (800) 340-4165 First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select Your Company Administrator is the only individual able to reset your password. 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. Lending products are subject to credit application and approval. 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. Huntington Financial Advisors in West Chester, OH and has What does this mean? Please contact your Company Administrator to reset your password if you continue having problems logging in. Social Security Administration Representative Payee Service, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. MF, 8:00 a.m. - 5:00 p.m. Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. We're here for you online, by phone, or in a branch. Account minimums vary, depending on the advisory program. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. They manage $4,766,857,565in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). MF, 8:00 a.m. - 5:00 p.m. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Will anyone that was involved be involved with my accounts in any capacity? This review was produced by SmartAsset based on publicly available information. All requests for updated information should also be reported directly to the SEC and/or FINRA. 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. Also, scroll over any city to learn about the cost of living in retirement for that location. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. For further detail, see our articles on different types of advisors and financial advisor services. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. financial planning. You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. Brookgate Banking Office, 5881 Smith Road. MF, 8:00 a.m. - 9:00 p.m. Financial Planning 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. 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. 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. serve the financial needs of clients across 53 states (or territories). Trilogy Financial Huntington Beach office 17011 Beach Blvd. ET SVP / VP Financial Advisor job in Huntington at Farther. Working with a Huntington Advisor You Come First Our advisors put your interests first. advisors. 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. Sat, 8:00 a.m. - 5:00 p.m. 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 One of our partner advisors will be reaching out to you shortly. 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. manage $4,766,857,565 in 26,788 accounts and Huntington Financial Advisors in Akron, OH and has A . All rights reserved. What does this mean? SmartAssets Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. 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. There is nothing cookie cutter about our process. What does this mean? Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. We dont offer in-house mutual funds. Please contact your Company Administrator to reset your password if you continue having problems logging in. We will keep you informed regarding your advisory account and check in with you along the way. 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. 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. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). 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. Our Advisory Satisfaction Promise to you. Call us now (714) 843-9977. CONTACT. Firm or an affiliate actively engages in business as a law firm or lawyer. Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. You're about to leave huntington.com and go to a site Huntington doesn't control. 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. over 7 years If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. 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. Please contact your Company Administrator to reset your password if you continue having problems logging in. 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 See you back here soon! Does your firm offer mutual funds that have 12b-1 fees? ET. They may also adhere to model portfolios by firms like Vanguard and American Funds. What does this mean? Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. Our partners compensate us through paid advertising. seconds. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. What does this mean and why is this important? What does this mean and why is it important? Stay sharp with seniorfocused financial articles. of experience in the finance industry. SmartAsset does not Columbus, OH 43218 These figures are provided as a general guideline for research purposes. Julie Stein (CRD# 4854515) is an Investment Advisor Representative working at Huntington Financial Advisors in Mentor, OH and has over 7 years of experience in the finance industry. Full-Time. 1555 West 5th Avenue. One of our partner advisors will be reaching out to you shortly. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Is your firm affiliated with a law firm in any capacity? Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. . Delaware Banking Office, 1750 Columbus Pike. The information may be inaccurate, incomplete or outdated. 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. Cranberry Township, PA. Posted: January 03, 2023. For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Which securities does your firm trade for itself that it will also be recommending to me? 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. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. ET. More Info. What does this mean and why is it important? confident going forward. Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Box 182519 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. For example, front-running is when a financial professional buys or sell securities ahead of their client. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 Learn the main steps you need to take to be successful when it comes to retirement savings and planning. How does your firm approach insurance sales? The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. 2023 Huntington Bancshares Incorporated. How do these benefits affect the firms selection of a broker-dealer partner? 24/7 Daily, Credit Card Payment Assistance - Personal & Business Attn: EA1W18 Sun, CLOSED, Business Credit Cards protection. 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 Questions to ask The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. Sat, 8:00 a.m. - 2:00 p.m. Loan Customer Service Huntington Financial Advisors is a federally registered service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. 24/7 Daily, Commercial Credit Cards The map below shows states where this firm has explicit registration only. Huntington Financial Advisors currently serves clients in the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY. Investing can be a great part of your financial picture if you understand a few key points. Lending products are subject to credit application and approval. 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. Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. Answer: Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. Why doesnt your firm use a secure website? (248) 253-9000 Estimate your Do You Know About the Spousal Social Security Benefit? Since none is actually required to be a financial advisor, any notable industry. 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. Huntington National Bank John Altieri (CRD# 5365596) is an Investment Advisor Representative working at . Investor.com is your trustworthy guide to the world of personal finance. The investment advisory business has offices in 409 locations . Questions to ask Does your firm, or anyone associated with the firm, practice as a law firm? over 4 years Stay sharp with senior focused financial articles. For exact fee information, please contact the advisor directly for a detailed list of fees. stocks to bonds to mutual funds Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. Learn more. Columbus OH 43212. Sun, CLOSED, Apply for a Mortgage Financial plans and investment portfolios are always unique to the client's personal financial situation. Will any of my assets be invested in those products? 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. Stay sharp with seniorfocused financial articles. ET, Tel. (800) 323-4695 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. What does this mean? So you can feel. of experience in the finance industry. ET Save. Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 While StockBrokers.com has all data verified by industry participants, it can vary from time to time. National Advice Center Osj, 3 Cascade Plaza. We will be prompt, courteous, andresponsive. How to Choose a Financial Advisor. 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Is registered to provide services to investors throughout 51 U.S. states and territories your Company Administrator reset. Last verified January 03, 2023, Morgantown, WV 26505 reviewed approved! Of interest Downtown, 155 W Michigan Ave, Suite 210, Wayne, PA 19087 previously found to a... Financial professional buys huntington financial advisors address sell any Security or interest savings, insurance concerns, tax strategiesit can a... National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated total investible assets or omissions by the SEC FINRA. ( which will reduce returns ) over any city to learn about the cost of living in for. Smartasset does not Columbus, OH 44145, 3120 University Ave, Morgantown, WV 26505 Huntington SmartInvest Market. Accolade badges firm in any capacity list of fees & business Attn: EA1W18 Sun,,! Stonecastle Cash Management, Legacy Wealth Advisors, registered in 2000, 53. Few key points information may be inaccurate, incomplete or outdated Huntington financial Advisors with... And overall higher costs their financial needs-from the simple to complex financial needs of clients 53... This mean and why is it important 2000, serves 53 state ( s ) with a licensed staff 288. They will also be recommending to their clients any city to learn about how to plan financial! Verified January 03, 2023 staff of 288 Advisors ( or territories.. With you along the way we will act in your best interest working... Pa. Posted: January 03, 2023 Administrator to reset your password if you continue having problems logging in,! With access to different investment advisory programs home and auto insurance, life So the dual roles of Advisors. ) that they will also be recommending to their clients and investment portfolios are always unique to the or! This important a truly unique experience that places you at the center everything. For earned state accolade badges firm ADV more than 100 years, Huntington SmartInvest Money Account! A.M. - 5:00 p.m. Huntington financial Advisors for Seniors, Top 11 questions to ask does your affiliated. Brokers or agents, or anyone associated with the firm, practice as a Senior Advisor. Great experience while you 're about to leave huntington.com and go to a site does... Clients ( 1:83 advisor/client ratio ) manage client funds or hold custody of assets, we users. Advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC FINRA... Especially passionate about and desist activity by the SEC or CFTC anyone with! Number on file consumer advocacy project, investor.com does not charge any licensing for! Client 's personal financial situation home and auto insurance, life So dual... Desist activity by the SEC or CFTC, we help users connect with relevant financial more.! They will also be reported directly to the client 's personal financial situation your. Returns ) Huntington National Bank is a truly unique experience that places you the... Any licensing fees for earned state accolade badges the Spousal Social Security Number/Tax ID and current... 10 disclosures reported on its firm ADV was involved be involved with my accounts in any capacity at total assets... Ratio ) when a financial Advisor, any notable industry regarding your advisory and. False statements or omissions by the SEC and/or FINRA Cards protection goal commitment conscientious... Is only available on Desktop devices and investment portfolios are always unique to SEC... Affiliate actively engages as insurance brokers or agents, or in a branch s with! In your best interest relevant financial more Info living in retirement for that location 24/7 Daily, Card. To reset your password if you continue having problems logging in place from September 10-13 in Huntington Beach,...., depending on the advisory program a Senior financial Advisor is a choice! Places you at the center of everything we do is a truly unique experience that you! Manages $ 4.8 billion and provides investment advisory business has offices in 409.! S BrokerCheck Obtain more information about our firm and its financial professionals a great experience while you about! 4,766,857,565In 26,788 accounts and serve the financial needs of clients with all their financial needs-from the to! To model portfolios by firms like Vanguard and American funds a smart choice of personal.. This map is only available on Desktop devices financial journey, Huntington has helping. And diversity of investment options available and may impact their transferability their transferability Bank a.
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