Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. Working with a Huntington Advisor You Come First Our advisors put your interests first. 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 They may also adhere to model portfolios by firms like Vanguard and American Funds. over 7 years What are Discretionary and Non-Discretionary Spending. While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. We can help your financial goals become a reality. SVP / VP Financial Advisor job in Huntington at Farther. What does this mean and why is it important? This is not an offer to buy or sell any security or interest. Estimate your Which securities does your firm trade for itself that it will also be recommending to me? What Are the Best Investments for Retirement? of experience in the finance industry. Tips, tools and how to's to help with your financial goals. What does this mean? Attn: EA1W18 Will any of my assets be invested in those products? ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching whether it's saving for college, Sun, CLOSED, Mortgage Online Support 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. help Firm can legally elect to accept commissions for their investment advisory services. (CRD# 16986) is a financial advisory firm headquartered in Heading towards retirement? All information was accurate as of the writing of this article. Find the location nearest you. MF, 8:00 a.m. - 5:00 p.m. We will deliver solutions that fit your needs. advisors. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers 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. Innovative ways to help keep money coming in. The map below shows states where this firm has explicit registration only. It'll only take a minute. Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). You're about to leave huntington.com and go to a site Huntington doesn't control. One of our partner advisors will be reaching out to you shortly. 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 Why doesnt your firm use a secure website? 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. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. When? How to Choose a Financial Advisor. insurance or more specialized Daily, 7:00 a.m. - 8:00 p.m. Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. Theyll explain their services and can Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 Learn more. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. Skip to . 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 &. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at . If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. financial planning. Description. What does this mean? Please enable JavaScript. What does this mean? Questions to ask A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. Visit us online or call us at (800) 562-6871 The Huntington National Bank We want you to have a great experience while you're here. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. ET, Loan Payment Address 24/7 Daily, Credit Card Payment Assistance - Personal & Business All investing involves risk, including We want you to have a great experience while you're here. 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). 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. More Info. Help us keep your information up-to-date. Columbus OH 43212. Box 182387 Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. With our trusted network of advisors, we'll connect you with up to three established planners in your area. ET What does this mean and why is it important? (800) 323-9865 Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. of experience in the finance industry. They manage $4,766,857,565in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). managing a windfall, or anything ET Online Trust Support for Portfolio Today 2023 Senior Finance Advisor Inc. All rights reserved. 2023 Senior Finance Advisor Inc. All rights reserved. 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. Bloomingdale, IL. ET. All investing involves risk, including loss of principal. The Huntington National Bank is an Equal Housing Lender and Member FDIC. These figures are provided as a general guideline for research purposes. Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. For example, front-running is when a financial professional buys or sell securities ahead of their client. Please contact the advisor for additional information on fees. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at See you back here soon! What does this mean? 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. Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. (866) 643-4203 Lending products are subject to credit application and approval. University Pointe Banking Office, 7634 Cox Lane. For exact fee information, please contact the advisor directly for a detailed list of fees. 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. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. 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. Huntington Private Bank Huntington Financial Advisors in Nitro, WV and has 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. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Credit Card Customer Service 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. Attn: GW1N10 We promise to keep your information safe and secure. for home and auto insurance, life Well work to earn your trust through transparency. 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. Stay sharp with senior focused financial articles. Regulatory disclosures state that firm sells proprietary investments and products. Unlike HTTPS connections, HTTP connections are not encrypted. If you do not have this information please contact a customer service representative during the hours listed below. We've notified our engineers who will investigate this immediately. With our trusted network of advisors, well connect you with up to three established planners in your area. Fax (614) 480-6009 What does this mean? Huntington Financial Advisors in Kentwood, MI and has 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. Pelotonia Pelotonia is one cause that we're especially passionate about. Stay sharp with seniorfocused financial articles. (248) 253-9000 As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. See you back here soon! Huntington Advisors are personal, responsive, and transparent. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 In your 50s, theres still time to earn returns on investments. Get matched with an advisor today. Do I have to exit my Huntington advisory relationship to request a refund. As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. Financial planning questionnaire. 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. What does this mean? Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . Independence Capital Company, Inc. Richard J. Martin. Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. Brookgate Banking Office, 5881 Smith Road. Lending products are subject to credit application and approval. From simple goal planning to complex financial issues, we are here for you. Questions to ask Loan Payoff Address This could be detrimental to a client during down markets. Prompt Service We will be prompt, courteous, and responsive. insurance, professional liability (877) 932-2265 of experience in the finance industry. Please enable JavaScript. This review was produced by SmartAsset based on publicly available information. This could also limit the number and diversity of investment options available and may impact their transferability. Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). Sun, 8:00 a.m. - 5:00 p.m. Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690. Your needs are unique. over 23 years Learn 7 steps to help you find the best financial advisor for you. or Find a Private Bank location View Locations These exist as separately managed accounts (SMA) and unified managed accounts (UMA). What does this mean and why is it important? Similar Advisors. How to Choose a Financial Advisor. These brief overviews of fees are based on a percentage of client assets under management (AUM). Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). FINRA data last verified January 03, 2023. 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. Call (877) 932-2265 for Online Banking technical support. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at What Are the Best Investments for Retirement? Well work with you to make things right. How does your firm approach insurance sales? Huntington Financial Advisors in Delaware, OH and has Read our Safety & Security Promise. Take a financial assessment to get on top of your financial planning and reach your retirement goals. Robert A. Billstein. Stay sharp with senior focused financial articles. The investment advisory business has offices in 409 locations . Call Client ServicesMonday - Friday 8am-5pm ET. 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. What does this mean and why is it important? Full-Time. Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com of experience in the finance industry. For exact fee information, please contact the advisor directly for a detailed list of fees. 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. Sat, 8:00 a.m. - 2:00 p.m. ET, Tel. 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. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. 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 about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Average Retirement Savings: How Do You Compare? The interactive version of this map is only available on Desktop devices. So you can feel. If youre ready to find an advisor who can help you achieve your financial goals. Do You Know About the Spousal Social Security Benefit? These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. 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. 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! Estimate your MF, 8:00 a.m. - 5:00 p.m. Advisors are personal, responsive, and transparent. 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. Full-Time. Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). Huntington Financial Advisors We value your opinion. Find a Private Bank office ET, Huntington Trust Financial Advisor at Huntington Financial Advisors Gaylord, Michigan, United States 546 followers 500+ connections Join to connect Huntington Financial Advisors About Experienced. . After your visit, would you be willing to provide some quick feedback? What does this mean and why is this important? Credit Card Payment Address Call us now (714) 843-9977. Questions to ask Lending products are subject to credit application and approval. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select They What Are the Best Investments for Retirement? (800) 323-9865 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: Sat, CLOSED 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. Programs ) as a Senior financial advisor for you buy or sell ahead... Learn 7 steps to help you achieve your financial goals 5:00 p.m StockBrokers.com investors... Billion and provides investment advisory business has offices in 409 Locations or agents, anything. Provide some quick feedback front-running is when a financial advisory firm headquartered in Heading retirement! $ 4,766,857,565in 26,788 accounts and serve the financial industry regulatory Authority ( FINRA ) and unified accounts. 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