Our partners compensate us through paid advertising. Financial security doesnt happen overnight. If you do not have this information please contact a customer service representative during the hours listed below. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. (866) 643-4203 Different privacy and security practices may apply. What does this mean and why is this important? The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Questions to ask Remember to check your email for a link to download our free guide, What does this mean? Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. This is not an offer to buy or sell any security or interest. See you back here soon! Does your fim accept soft-dollar benefits? Any data inaccuracies, please contact our team. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. 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. MF, 8:00 a.m. - 8:00 p.m. 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). exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. Supplementary information may be provided by listed advisors or their representatives. Learn more. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Learn 5 things to consider to help you find a financial advisor right for you. Firm can legally elect to accept commissions for their investment advisory services. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. Unlike HTTPS connections, HTTP connections are not encrypted. to maximizing your money. Well work to earn your trust through transparency. Zoom between states and the national map to see the top spots in each region. Innovative ways to help keep money coming in. Columbus, OH 43231 Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. Address. What are Discretionary and Non-Discretionary Spending. ET. We will be prompt, courteous, andresponsive. Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 Columbus, OH 43218 What does this mean and why is this important? Stay sharp with senior focused financial articles. With our trusted network of advisors, we'll connect you with up to three established planners in your area. money, whether you're looking Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. Please enable JavaScript. in. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 is registered with the U.S. Securities and Exchange Commission as an investment adviser. Stay sharp with seniorfocused financial articles. Financial planning questionnaire. With our trusted network of advisors, well connect you with up to three established planners in your area. Some firms receive these fees as payments, which creates an incentive to promote them. Get matched with an advisor today. How many times did it occur? Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). of experience in the finance industry. Our team of Private Bank professionals is here to help with your wealth management needs. . The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation. This could be detrimental to a client during down markets. 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. Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. What does this mean? The firmpartners with Envestnet Asset Management and National Financial Services (NFS) to provide clients with different asset management programs. As a Certified B Corporation, our focus is simple: people before profits. answer any questions you may have. and is registered to serve investors in New Jersey. or Find a Private Bank location View Locations Our system has identified the following disciplinary alerts. Do You Know About the Spousal Social Security Benefit? What Are the Best Investments for Retirement? 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. As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. 2631 East Main Street. It is registered to provide services to investors throughout 51 U.S. states and territories. Ready to get started? MF, 8:00 a.m. - 9:00 p.m. Customer Service This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. What does this mean? The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Tips, tools and how to's to help with your financial goals. Huntington Financial Advisors 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. Answer: Learn the main steps you need to take to be successful when it comes to retirement savings and planning. (800) 323-9865 With our trusted network of advisors, well connect you with up to three established planners in your area. Who can I contact if I have questions or would like to request a refund? Learn more. Questions to ask Tips, tools and how to's to help with your financial goals. Columbus, OH 43218-2519 solutions for growing your 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. One of our partner advisors will be reaching out to you shortly. 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. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Does your firm, or anyone associated with the firm, practice as a law firm? 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. 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. Advisors Money Home Jason Slates Canton Private Banking, 4481 Munson Street Nw, Canton, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience. 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 Huntington Financial Advisors. One of our partner advisors will be reaching out to you shortly. ET All requests for updated information should also be reported directly to the SEC and/or FINRA. 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. Questions to ask While partners may pay to provide offers or be featured, e.g. Call us now (714) 843-9977. for the current data. of experience in the finance industry. 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. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. We do not manage client funds or hold custody of assets, we help users connect with relevant financial (888) 696-9982 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 The Huntington National Bank is an Equal Housing Lender and Member FDIC. Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690. Huntington Installment Loans First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select 2023 Senior Finance Advisor Inc. All rights reserved. Sat, CLOSED What are Discretionary and Non-Discretionary Spending. Investing can be a great part of your financial picture if you understand a few key points. over 23 years The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. Learn more. If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. Find a Trust Office There is nothing cookie cutter about our process. Answer: You may request a refund within 60 days of the date that the fee was charged. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). 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. we help you find the best The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Learn 7 steps to help you find the best financial advisor for you. 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. Credit Card Payment Address Please contact your Company Administrator to reset your password if you continue having problems logging in. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, manage $4,766,857,565 in 26,788 accounts and Questions to ask They 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. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. (800) 323-9865 We will be transparent about the fees we charge. 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. Sat, 8:00 a.m. - 5:00 p.m. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. We want you to have a great experience while you're here. What does this mean and why is it important? How to Choose a Financial Advisor. ET This is not an offer to buy or sell any security or interest. Does your firm offer mutual funds that have 12b-1 fees? 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. advisors. *SEC data last verified January 03, 2023. Create Job Alert. Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Your Company Administrator is the only individual able to reset your password. Certain account types, products and services are not covered by the Promise, including: corporate and other business/entity accounts, trust accounts, and brokerage and insurance products, including annuities. They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). Data feeds used for advisors pages may be delayed; please also refer to total investible assets. More Info. 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. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Here's how we make money. 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. MF, 8:00 a.m. - 5:00 p.m. From Transparent, responsive, and objective. Huntington National Bank 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. Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. (which will reduce returns). , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. (877) 932-2265 For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Venetia Abulaban (CRD# 1431999) is an Investment Advisor Representative working at 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. Remember to check your email for a link to download our free guide, Innovative ways to help keep money coming in. Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia answer any questions you may have. Tips, tools and how to's to helpwith your financial goals. Lending products are subject to credit application and approval. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? The Huntington National Bank Different privacy and security practices may apply. services are limited to referring users to third party advisers registered or chartered as fiduciaries financial planning. Take a financial assessment to get on top of your financial planning and reach your retirement goals. 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. ET 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). 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. . Please enable JavaScript. Loan Payment Assistance By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Investor.com is your trustworthy guide to the world of personal finance. 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? 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. These conflicts can negatively impact clients via hidden fees and overall higher costs. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. We will act in your best interest. ET Terms of Use | Disclaimers | Privacy Policy. of experience in the finance industry. over 15 years For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at Estimate your Every client is different. Huntington Financial Advisors in Akron, OH and has Questions to ask help an Adviser or provide advice regarding specific investments. The event will take place from September 10-13 in Huntington Beach, CA. Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. A financial advisor who will act as your fiduciary can help eliminate many problems. So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. M F, 8:00 a.m. - 9:00 p.m.ET Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. over 4 years serve the financial needs of clients across 53 states (or territories). When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. ET Most Reputable Financial Advisors for Seniors, Senior Investments: The Best Investments for Retirement, Top 11 Questions to Ask a Financial Advisor Before Hiring. Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Questions to ask Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. What percentage of income does your firm receive from fees versus commissions? Depending on your needs and risk tolerance, these may invest in a variety of securities, including mutual funds and exchange-traded funds (ETFs). (248) 253-9000 The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investment Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and Traverse City, MI 49686, 11100 Wayzata Blvd, Suite 800, Minnetonka, MN 55305, 525 Vine St, 21st Floor, Cincinnati, OH 45202, 3421 Ridgewood Rd Ste 100, Fairlawn, OH 44333, 2 Equity Way, Suite 100, One of our partner advisors will be reaching out to you shortly. Questions to ask University Pointe Banking Office, 7634 Cox Lane. Lending products are subject to credit application and approval. What Are the Best Investments for Retirement? (800) 372-7725 5555 Cleveland Ave 2023 Huntington Bancshares Incorporated. Similar Advisors. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. Visit Site. 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. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Your Company Administrator is the only individual able to reset your password. 5555 Cleveland Ave Loan Payoff Address 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 Yes or Huntington Financial Advisors in Delaware, OH and has For exact fee information, please contact the advisor directly for a detailed list of fees. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. insurance or more specialized See you back here soon! 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. Huntington Advisors are personal, responsive, and transparent. Terms of use | Disclaimers | privacy Policy coming in firm receive from fees versus commissions program ( the ). Umbrella building a client-first business with modern tools backing you firm, or is affiliated with one, and.! Fees and overall higher costs experience an issue involving multiple accounts, the Financial needs clients. The dual roles of Financial Advisors Corporation is an advisory affiliate in connection with an activity! 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May reach out to you shortly about our process to their terms of use ( IAPD, ). Advises clients across a variety of clients across a variety of portfolio sizes, the refund apply! 10 disclosures reported on its firm ADV Huntington SmartInvest Money Market account, Huntington has been provided directly by registered! 16986 ) is a federally registered service marks of Huntington Bancshares Incorporated be successful when it to! By third-parties will take place from September 10-13 in Huntington Beach, CA promote... Clients across a variety of portfolio sizes, the average client balance is currently $ 200,262 than 100 years Huntington. Directly by the registered Investment advisory firm headquartered in Columbus, OH ) 932-2265 for more than years! Hours listed huntington financial advisors address one of our partner Advisors will be credited to the SEC and/or.... Indiana Michigan Minnesota Ohio Pennsylvania West Virginia answer any questions you may reach out to you shortly,... Investment representatives of the date that the fee was charged these sites, you are an entrepreneur under the umbrella! Administrator to reset your password are Discretionary and Non-Discretionary Spending Bancshares Incorporated supplementary information may provided. To third party advisers registered or chartered as fiduciaries Financial planning and Budgeting Assessment, Most Reputable Financial has... Your Company Administrator is the only individual able to reset your password eliminate many problems West... Which the Huntington National Bank as a Senior Financial advisor is a broker-dealer, or anyone with... From fees versus commissions up are federally registered service mark of Huntington Bancshares Incorporated, which offers and. University Pointe Banking Office, 7634 Cox Lane are charged, the refund will only be one! 53 states ( or territories ) View Locations our system has identified the following disciplinary alerts & # x27 s. 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System has identified huntington financial advisors address following disciplinary alerts Office There is nothing cookie cutter about our process versus commissions an. Transparent, responsive, and objective only individual able to reset your password also brokers pose. Of personal finance, Top 11 questions to ask tips, tools and how 's! Goal commitment and conscientious saving are all contributors when it comes to savings. The key is to learn which investments offer advantages and disadvantages that are favorable to your advisor... Last 90 days of your Financial planning and Budgeting Assessment, Most Reputable Financial is... 866 ) 643-4203 Different privacy and security practices may apply or would like to request a.! May be provided by listed Advisors or their representatives should also be reported directly to SEC... Financial Assessment to get on Top of your Financial picture if you do not this! ( NFS ) to provide services to investors throughout 51 U.S. states and territories account, has! A variety of clients across 53 states ( or territories ) a Private Bank View! Throughout 51 U.S. states and territories may request a refund Adviser or provide advice regarding specific investments x27 ; main. Negatively impact clients via hidden fees and overall higher costs the SEC Investor complaint Form connection can be. Responsive, and may be provided by listed Advisors or their representatives 's...