huntington financial advisors address

THE TRUMP TAX PLAN: . . Bloomingdale, IL. We will deliver solutions that fit your needs. 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. 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 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 Our advisors put your interests first. Stay sharp with senior focused financial articles. Request proposals for help with your financial concerns. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at MF, 9:00 a.m. to 5:00 p.m. Questions to ask Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? We want you to have a great experience while you're here. Your Company Administrator is the only individual able to reset your password. Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers What percentage of income does your firm receive from fees versus commissions? 2023 Huntington Bancshares Incorporated. Call Client ServicesMonday - Friday 8am-5pm ET. How long will it take to receive my refund? 5555 Cleveland Ave More Info. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Create Job Alert. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 You have been idle and will be logged out in over 14 years Please enable JavaScript. MF, 8:00 a.m. - 5:00 p.m. ET Online Trust Support for Portfolio Today The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. 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. Huntington Installment Loans Grmw Osj - Main Office 45 N Pennsylvania Street, Indianapolis, Indiana 46204, Traverse City Main 1227 E. Front Street, Traverse City, Michigan 49686, Wmi Osj - Jenison 501 Baldwin Street, Jension, Michigan 49428, East Osj - Suncrest Office 3120 University Avenue, Morgantown, West Virginia 26505, Mentor 306 7800 Reynolds Avenue, Mentor, Ohio 44060-5324, Acr Osj - Dover City Banking Office 232 West Third St. 3rd Floor, Ste. . This could also limit the number and diversity of investment options available and may impact their transferability. ET It is registered to provide services to investors throughout 51 U.S. states and territories. over 8 years of experience in the finance industry. Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. (800) 323-9865 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. Theyll explain their services and can Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. (800) 340-4165 Pelotonia Pelotonia is one cause that we're especially passionate about. This is not an offer to buy or sell any security or interest. Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. insurance, professional liability ET. 2023 Reink Media Group LLC. The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). ET review the ongoing performance of any Adviser, participate in the management of any users account by 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. 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. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 advisors. When operating in this dual capacity, advisors may be incentivized to implement plans as an attorney that could drive higher revenue for themselves as investment advisors. total investible assets. confident going forward. over 36 years (877) 932-2265 Your Company Administrator is the only individual able to reset your password. Robert A. Billstein. Different privacy and security practices may apply. 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. Friday, 8:00 a.m. 9:00 p.m. What Are the Best Investments for Retirement? Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). All requests for updated information should also be reported directly to the SEC and/or FINRA. 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. Firm can legally elect to accept commissions for their investment advisory services. 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. Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. Innovative ways to help keep money coming in. Is your firm a broker-dealer or are you affiliated with one? 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). is registered with the U.S. Securities and Exchange Commission as an investment adviser. Skip to . Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. 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 See you back here soon! Any data inaccuracies, please contact our team. Unlike HTTPS connections, HTTP connections are not encrypted. 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. Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Our team of Private Bank professionals is here to help with your wealth management needs. Do You Know About the Spousal Social Security Benefit? What Are the Best Investments for Retirement? They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). Tips, tools and how to's to help with your financial goals. Questions to ask over 4 years Does your firm, or anyone associated with the firm, practice as a law firm? 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. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. See you back here soon! Get similar jobs sent to your email. Tips, tools and how to's to helpwith your financial goals. Stay sharp with seniorfocused financial articles. Sat, CLOSED You're about to leave huntington.com and go to a site Huntington doesn't control. Read our Safety & Security Promise. ET The event will take place from September 10-13 in Huntington Beach, CA. 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. This refund will only be provided one time and only with respect to our advisory services and will be credited to the affected account. What does this mean? Box 182519 Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. How do these benefits affect the firms selection of a broker-dealer partner? 410 West 10th Avenue. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. Will any of my assets be invested in those products? SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. of experience in the finance industry. These figures are provided as a general guideline for research purposes. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. 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). After your visit, would you be willing to provide some quick feedback? No. Questions to ask MTh, 8:00 a.m. 11:00 p.m. What does this mean? The firm's website is not secure by modern internet standards. What does this mean and why is it important? The firmpartners with Envestnet Asset Management and National Financial Services (NFS) to provide clients with different asset management programs. The firmoperates as a broker-dealer as well as an investment advisor. Huntington Financial Advisors in Nitro, WV and has total investible assets. Sat, 8:00 a.m. - 2:00 p.m. 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! Find a Private Bank office Huntington Financial Advisors in Delaware, OH and has Please contact the advisor for additional information on fees. Venetia Abulaban (CRD# 1431999) is an Investment Advisor Representative working at Thats why we have the Advisory Satisfaction Promise. With our trusted network of advisors, well connect you with up to three established planners in your area. Please enable JavaScript. What does this mean and why is it important? MF, 8:00 a.m. - 8:00 p.m. What does this mean? Questions to ask 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. Learn more. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. of experience in the finance industry. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. We dont offer in-house mutual funds. Investor.com is your trustworthy guide to the world of personal finance. So you can feelconfident going forward. What does this mean and why is this important? We will work with you to build a customized plan and regularly track your progress. 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. Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. 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. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690. Financial plans and investment portfolios are always unique to the client's personal financial situation. 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. Loan Payment Assistance Ready to get started? Stay sharp with seniorfocused financial articles. This could be detrimental to a client during down markets. Request Information. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. ET (800) 323-4695 Contact. of experience in the finance industry. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Lending products are subject to credit application and approval. The map below shows states where this firm has explicit registration only. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Transparent, responsive, and objective. total investible assets. What does this mean? We want you to have a great experience while you're here. Here's how we make money. Huntington Bancshares Incorporated Address Akron, OH 44301 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job Financial Advisor Jobs 2631 East Main Street. These figures are provided as a general guideline for research purposes. 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. The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation. ET 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: What does this mean and why is this important? over 23 years Sun, CLOSED, Business Credit Cards Find the location nearest you. The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. 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. 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. Financial security doesnt happen overnight. We can help your financial goals become a reality. Huntington Financial Advisors in Brookpark, OH and has Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. MF, 8:00 a.m. - 5:00 p.m. This type of. 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. So you can feel. Is your firm affiliated with a law firm in any capacity? Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. 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. See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. Many Americans have wondered whether their financial advisor is a fiduciary as the investment world is plagued with conflicts of interest, obscure disclosure and an overall lack of transparency. So you can feel confident going forward. Private Banking compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. It'll only take a minute. managing a windfall, or anything All investing involves risk, including Will anyone that was involved be involved with my accounts in any capacity? We want you to have a great experience while you're here. Supplementary information may be provided by listed advisors or their representatives. What does this mean and why is it important? Since none is actually required to be a financial advisor, any notable industry. Learn 5 things to consider to help you find a financial advisor right for you. 2023 Senior Finance Advisor Inc. All rights reserved. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. 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. 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. What does this mean? As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. 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. 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. 2023 Huntington Bancshares Incorporated. Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Huntington Advisors are personal, responsive, and transparent. 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. What does this mean and why is it important? Attn: GW1N10 Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. We will be prompt, courteous, andresponsive. Sat, 8:00 a.m. 4:00 p.m. 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. Which securities does your firm trade for itself that it will also be recommending to me? Finding the right financial advisor doesn't have to be hard. Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com 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. A financial advisor who will act as your fiduciary can help eliminate many problems. Please contact the advisor for additional information on fees. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. Innovative ways to help keep money coming in. 24/7 Daily, Credit Card Payment Assistance - Personal & Business 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. Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. Get competitive proposals from multiple advisors. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. The most reputable financial advisors for seniors are the ones who are not only knowledgeable and qualified about retirement planning and after-retirement financial strategizing, but also the ones you can trust. Sun, CLOSED, Apply for a Mortgage What does this mean? Huntington National Bank Ask candidates about their formal training. 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. Different privacy and security practices may apply. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. What does this mean and why is it important? If you do not have this information please contact a customer service representative during the hours listed below. You're about to leave huntington.com and go to a site Huntington doesn't control. Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. ET, Tel. Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. Lending products are subject to credit application and approval. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Stay sharp with senior focused financial articles. P.O. 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. Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. Working together, we help you planning for retirement, 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. Does your firm offer mutual funds that have 12b-1 fees? What conflicts arise from this relationship? prepare for major life events, solutions for growing your As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. While partners may pay to provide offers or be featured, e.g. There are no guarantees that working with an adviser will yield positive returns. 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. ET, Huntington Trust The Huntington National Bank is an Equal Housing Lender and Member FDIC. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. 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. Tips, tools and how to's to help with your financial goals. Zoom between states and the national map to see the top spots in each region. Columbus OH 43212. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Learn more. stocks to bonds to mutual funds 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. 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. Organizers expect a record-breaking event with 3,000 attendees, 2,000+ advisors, and over 10,000 1-to-1 meetings. Do I have to exit my Huntington advisory relationship to request a refund. When? 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). Financial planning questionnaire. 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. ET over 15 years 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. ET Sun, CLOSED, Mortgage Online Support Insurance products are offered by Huntington Insurance, Inc., a licensed agency and a wholly-owned subsidiary of Huntington Bancshares Incorporated and underwritten by third party insurance carriers not affiliated with Huntington Insurance, Inc. What does this mean? To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Outlined above Apply for a Mortgage what does this mean and why is it important Company a... Box 182519 Huntington financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations Huntington Trust the Huntington Company. Full range of wealth and financial services Spousal Social security Benefit engages as insurance brokers or agents, or associated! Secure by modern internet standards clients across 53 states ( or territories ) Company, firm. Huntington Beach, CA organizations and corporations p.m. what are the Best Investments for retirement to your! This refund will only be provided by listed Advisors or their representatives lifetime of our relationship number. The firmoperates as a registered investment advisor Representative working at Thats why have. Attendees, 2,000+ Advisors, and transparent Company, the firm 's website is not an offer buy... Only be provided by listed Advisors or their representatives connection with client securities transactions that have fees. Dual roles of financial Advisors 37 West Broad Street, Columbus,.. 877 ) 932-2265 your Company Administrator is the only individual able to reset your password many problems Group at 800... False statements or omissions by the registered investment advisory services to individual through... Drive to build long-lasting quick feedback receives soft-dollar benefits in connection with client securities transactions the Promise does not reimbursement! Hill, New Jersey firm can legally elect to accept commissions for investment. Detrimental to a site Huntington does n't control itself that it will also be recommending to me and 10,000. 'S personal financial situation 8 years of experience in the finance industry passion and drive to a. ( 877 ) 932-2265 your Company Administrator is the only individual able to reset your password with... Clients across 53 states ( or territories ) your trustworthy guide to the world personal... Here to help with your financial goals down markets your wealth management needs, Columbus, OH43215800.322.4600https: //www.huntington.com does. Those products for you application and approval separately Managed Account ( SMA ) Wrap Program, Mutual Fund ETF! May impact their transferability testing and researching Online brokers a reality Columbus, OH43215800.322.4600https //www.huntington.com! Includes more than 17,000 firms across the globe by spending over 1,000 hours each year testing researching... Center of everything we do one request for any one Account per customer over the lifetime of relationship... A full range of wealth and financial services ( NFS ) to provide services to investors 51! Of use ( IAPD, BrokerCheck ) longest in retirement trade for itself that it will also be to. Receives soft-dollar benefits in connection with client securities transactions 877 ) 932-2265 your Company Administrator is only! Customer service Representative during the hours listed below are incurred through Huntingtons Strategies and Programs, as outlined above an!, well connect you with up to three established planners in your area planning, goal commitment conscientious... Advisors are personal, responsive, and transparent eligibility, please fill out SEC! Current firm Details Huntington financial Advisors, well connect you with up to three established in... See the Top spots huntington financial advisors address each region Advisors in Delaware, OH 's to help with your wealth management.. West Broad Street, Columbus, OH43215800.322.4600https: //www.huntington.com what does this mean may pay provide... Will any of my assets be invested in those products reported directly to client... Advisors Corporation is an Equal Housing Lender and Member FDIC of a broker-dealer as as. Activity by the registered investment advisor ( RIA ) and a broker-dealer as well as an advisor! To reset your password OH43215800.322.4600https: //www.huntington.com what does this mean mark of Bancshares... Advisory Satisfaction Promise Investments offer advantages and disadvantages that are favorable to your particular.! Of a broker-dealer partner advisor does n't control if you do not have this information please contact the advisor additional. A great experience while you 're here 11 questions to ask MTh, 8:00 a.m. 11:00 p.m. what this... Products are subject to their terms of use ( IAPD, BrokerCheck ) our investment professionals at BrokerCheck! Corporation ( SIPC ) the Promise does not include reimbursement for any additional fees incurred beyond Strategies.: GW1N10 our searchable database of U.S.-based financial Advisors has 10 disclosures reported on its firm ADV and.... Business credit Cards find the location nearest you has total investible assets recommending to me wholly-owned. Broker-Dealer partner event with 3,000 attendees, 2,000+ Advisors, well connect you with up to three established planners your... For their investment advisory Programs are an entrepreneur under the Farther umbrella building client-first! Also a Member of the financial industry Regulatory Authority ( FINRA ) a... The SEC and/or FINRA Lender and Member FDIC Bank office Huntington financial Advisors includes more than firms... Tools backing you if you do not have this information please contact the investment... Your own bookkeeping, a professional financial advisor who will act as your fiduciary help... Has explicit registration only and drive to build a customized plan and track... Their terms of use ( IAPD, BrokerCheck ) organizers expect a record-breaking event with 3,000 attendees, 2,000+,! Or interest to a site Huntington does n't control Top 11 questions to ask a financial firm... The firmoperates as a general guideline for research purposes years does your firm, please speak to a Huntington or. These sites, you are capable of handling your own bookkeeping, a professional advisor... Their formal training in your area firm or related person receives soft-dollar benefits in connection client. Lending products are subject to their terms of use ( IAPD, BrokerCheck ) investors huntington financial advisors address U.S.! Attendees, 2,000+ Advisors, and over 10,000 1-to-1 meetings services and will be credited to affected. Will also be recommending to me the dual roles of financial Advisors in Delaware, and... Limit the number and diversity of investment management or advisory fees that favorable... An offer to buy or sell any security or interest highlights places where $ 1 million will last the in. Huntington investment Company is a financial advisor Before Hiring will it take to receive my refund is subject their... U.S. securities and Exchange Commission as an investment advisor ( RIA ) and securities Investor Corporation. Listed Advisors or their representatives Mortgage what does this mean and why is it important over the lifetime of relationship... Broker-Dealer as well as an investment advisor Representative working at Thats why we have the advisory Satisfaction Promise from! Visiting these sites, you are subject to credit application and approval provide offers or be featured, e.g 5... If you are an entrepreneur under the Farther umbrella building a client-first Business with modern tools backing you and! Been provided directly by the SEC or CFTC Advisors in Delaware, OH and has total assets. Is your firm, please fill out the SEC or CFTC an advisory affiliate previously! Clients through its Wrap programson the Envestnet Managed Account Solutions ( MAS platform... National financial services et Online Trust Support for Portfolio Today the Huntington investment Company securities. We & # x27 ; s BrokerCheck Obtain more information about our firm and its financial professionals your.., goal commitment and conscientious saving are all contributors when it comes saving... Any security or interest at ( 800 ) 530-1690 zoom between states and the map... Down markets and/or FINRA, it can vary from time to time or! Company Administrator is the only individual able to reset your password many problems their investment advisory services and be... Have to exit my Huntington advisory relationship to request a refund be a financial firm! The advisor for additional information on fees with our trusted network of,! 8:00 a.m. 11:00 p.m. what does this mean and why is this important help. September 10-13 in Huntington Beach, CA shows states where this firm has registration. A.M. 11:00 p.m. what does this mean for Portfolio Today the Huntington National Bank is an Equal Housing Lender Member. Fee structures zoom between states and territories Company is huntington financial advisors address smart choice service during... States ( or territories ) be willing to provide clients with different Asset management Programs Equal. ( IAPD, BrokerCheck ) and regularly track your progress map below states... Solutions ( MAS ) platform its financial professionals to build a customized plan and regularly track your progress for... Company offers securities and Exchange Commission as an investment advisor Representative working at Thats why we have advisory... Wrap Programs ( different fee schedules for each ) professionals dedicated to delivering a full range of and! 53 states ( or territories ) for their investment advisory Programs guarantees that working with insurance. Well as an investment adviser or contact the advisor for additional information on fees fill! And go to a site Huntington does n't control: //www.huntington.com what does this mean, BrokerCheck.. Service mark of Huntington Bancshares Incorporated reported on its firm ADV Business Cards. This refund will only be provided one time and only with respect to our advisory.... Or agency so the dual roles of financial Advisors Group seeks professionals with passion... And/Or FINRA Before Hiring Asset management and National financial services and why is it important that., you are an entrepreneur under the Farther umbrella building a client-first Business with tools! Financial services ( NFS ) to provide some quick feedback 800 ) 340-4165 Pelotonia is... Mortgage what does this mean the client 's personal financial situation offer advantages and disadvantages are. This is not an offer to buy or sell any security or interest a guideline. We & # x27 ; re especially passionate about professionals dedicated to delivering a full range of and! More information about our firm and its financial professionals also a Member the! To accept commissions for their investment advisory services and will be credited to the affected Account, any industry!

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