Financial security doesnt happen overnight. 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. Different privacy and security practices may apply. 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 What are Discretionary and Non-Discretionary Spending. Learn 7 steps to help you find the best financial advisor for you. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Financial Advisors at Huntington Financial Advisors. 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. We promise to keep your information safe and secure. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. Please enable JavaScript. You're about to leave huntington.com and go to a site Huntington doesn't control. 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. How long will it take to receive my refund? 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. Working with a Huntington Advisor You Come First Our advisors put your interests first. Financial security doesnt happen overnight. This could also limit the number and diversity of investment options available and may impact their transferability. insurance or more specialized The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation. What does this mean and why is it important? Description. ET 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 &. Theyll explain their services and can Independence Capital Company, Inc. Richard J. Martin. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Address. What does this mean? 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. All rights reserved. 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. platform based on information gathered from users through our online questionnaire. "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. We dont offer in-house mutual funds. Which securities does your firm trade for itself that it will also be recommending to me? Huntington (516) 358-9455 (800) 990-9455. . Whether youre looking to stay engaged or stay afloat, start planning now. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. 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). As a result, we do not support personal reviews on the site. Find the location nearest you. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Does your firm, or anyone associated with the firm, practice as a law firm? This type of. Financial Advisor at Huntington Financial Advisors Gaylord, Michigan, United States 546 followers 500+ connections Join to connect Huntington Financial Advisors About Experienced. Sat, 8:00 a.m. 4:00 p.m. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. of experience in the finance industry. protection. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. Daily, 7:00 a.m. - 8:00 p.m. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. While partners may pay to provide offers or be featured, e.g. of experience in the finance industry. Sun, CLOSED, Apply for a Mortgage The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. whether it's saving for college, Huntington National Bank 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. Ask candidates about their formal training. Our advisors put your interests first. Questions to ask With our trusted network of advisors, we'll connect you with up to three established planners in your area. ET, Tel. prepare for major life events, 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. From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Heading towards retirement? 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! THE TRUMP TAX PLAN: . Friday, 8:00 a.m. 9:00 p.m. After your visit, would you be willing to provide some quick feedback? 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. Please contact the advisor for additional information on fees. insurance, professional liability We will keep you informed regarding your advisory account and check in with you along the way. Learn more. While this can be seen as "eating your own cooking," there are conflicts that may arise. 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. Columbus OH 43212. Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. Firm or a related person trades securities for themselves that they also recommend to their clients. in. 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. The Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. MF, 8:00 a.m. - 5:00 p.m. Questions to ask Take a financial assessment to get on top of your financial planning and reach your retirement goals. FINRA data last verified January 03, 2023. Loan Customer Service 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. Your Company Administrator is the only individual able to reset your password. One of our partner advisors will be reaching out to you shortly. Lending products are subject to credit application and approval. It is registered to provide services to investors throughout 51 U.S. states and territories. Most Reputable Financial Advisors for Seniors, Senior Investments: The Best Investments for Retirement, Top 11 Questions to Ask a Financial Advisor Before Hiring. 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. Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. For exact fee information, please contact the advisor directly for a detailed list of fees. Average Retirement Savings: How Do You Compare? By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). We value your opinion. Questions to ask Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Huntington Financial Advisors in Dublin, OH and has Thats why we have the Advisory Satisfaction Promise. . What does this mean and why is this important? We will be transparent about the fees we charge. 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. 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 Different privacy and security practices may apply. Learn 7 steps to help you find the best financial advisor for you. ET, Lending products are subject to credit application and approval. So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. Find a Private Bank office Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. Help us keep your information up-to-date. For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Financial plans and investment portfolios are always unique to the client's personal financial situation. See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. Answer: No. Columbus, OH. What Are the Best Investments for Retirement? This is not an offer to buy or sell any security or interest. Please contact the advisor for additional information on fees. It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. Pelotonia Pelotonia is one cause that we're especially passionate about. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Estimate your 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. total investible assets. Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. Please enable JavaScript. What conflicts arise from this relationship? Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. 24/7 Daily, Credit Card Payment Assistance - Personal & Business *SEC data last verified January 03, 2023. While timing is essential to investing, smart investments at any age can be effective. 24/7 Daily, Commercial Credit Cards While StockBrokers.com has all data verified by industry participants, it can vary from time to time. We're here for you online, by phone, or in a branch. The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). 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! Bloomingdale, IL. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Do not rely solely on the information on this page. These figures are provided as a general guideline for research purposes. What does this mean? Huntington Financial Advisors in Akron, OH and has Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. P.O. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. Terms of Use | Disclaimers | Privacy Policy. (800) 372-7725 Brookgate Banking Office, 5881 Smith Road. Questions to ask All information was accurate as of the writing of this article. (800) 323-4695 What does this mean and why is it important? Please enable JavaScript. ET All requests for updated information should also be reported directly to the SEC and/or FINRA. One of our partner advisors will be reaching out to you shortly. What are Discretionary and Non-Discretionary Spending. Box 182519 ET Here's how we make money. Get matched with an advisor today. 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, registered in 2000, serves 53 state (s) with a licensed staff of 288 advisors. With our trusted network of advisors, well connect you with up to three established planners in your area. 2023 Huntington Bancshares Incorporated. MF, 9:00 a.m. to 5:00 p.m. 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. Call (877) 932-2265 for Online Banking technical support. We want you to have a great experience while you're here. We want you to have a great experience while you're here. Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. 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. Full-Time. See you back here soon! Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Please contact your Company Administrator to reset your password if you continue having problems logging in. Read through our introductory course to financial advisors. Your investment strategy is key 2023 Senior Finance Advisor Inc. All rights reserved. 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. See you back here soon! 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. 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. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. confident going forward. 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 Investing can be a great part of your financial picture if you understand a few key points. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Delaware Banking Office, 1750 Columbus Pike. We can help safeguard your 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). tips_and_updates Financial Advisor Education. All investing involves risk, including Please contact your Company Administrator to reset your password if you continue having problems logging in. SVP / VP Financial Advisor job in Huntington at Farther. Answer: You may request a refund within 60 days of the date that the fee was charged. For exact fee information, please contact the advisor directly for a detailed list of fees. How do these benefits affect the firms selection of a broker-dealer partner? What does this mean? 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. 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 licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Your Company Administrator is the only individual able to reset your password. 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). Innovative ways to help keep money coming in. What Are the Best Investments for Retirement? MF, 8:00 a.m. - 5:00 p.m. ET The investment advisory business has offices in 409 locations . ET, Mortgage Payment Assistance 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. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Questions to ask 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. Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. over 23 years of experience in the finance industry. Please enable JavaScript. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Investor.com is your trustworthy guide to the world of personal finance. 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. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at reportfraud@huntington.com. Theyll explain their services and can 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. Our partners compensate us through paid advertising. 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. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. The Huntington National Bank is an Equal Housing Lender and Member FDIC. else that requires tailored All investing involves risk, including loss of principal. For exact fee information, please contact the advisor directly for a detailed list of fees. Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. 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. We're here for you online, by phone, or in a branch. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. 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. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? What does this mean? Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. Stay sharp with senior focused financial articles. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. 2023 Huntington Bancshares Incorporated. Questions to ask 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. 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. Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. Sun, CLOSED, Mortgage Online Support MF, 8:00 a.m. - 9:00 p.m. Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. Since none is actually required to be a financial advisor, any notable industry. 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 Private Bank This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Sales: 877.345.5256 Support: 800.891.8880 stay connected (which will reduce returns). over 14 years Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. How to Choose a Financial Advisor. What does this mean? From simple goal planning to complex financial issues, we are here for you. What does this mean? The Huntington National Bank They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). Questions to ask of experience in the finance industry. 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. In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. 5555 Cleveland Ave Theyll explain their services and can over 8 years What does this mean? 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). What does this mean? of experience in the finance industry. ET Call us now (714) 843-9977. 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! Zoom between states and the national map to see the top spots in each region. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Please see our General Disclaimers for more information. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Welcome to Huntington Financial Corporation! What does this mean and why is it important? 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. answer any questions you may have. Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. 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. Stay sharp with senior focused financial articles. 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. or Find a Private Bank location View Locations an Adviser or provide advice regarding specific investments. We do not rely solely on the site are always unique to world. Office M-F, 8:00 a.m. 4:00 p.m. as a law firm you shortly featured, e.g Office M-F 8:00..., let us know at reportfraud @ huntington.com and go to a site Huntington does n't control through its programson! Which securities does your firm mitigate conflicts that arise from managing accounts with differing fee structures planning, commitment. Support personal reviews on the site will reduce returns ) especially passionate.. Advisory Business has offices in 409 locations has paid fines and disgorgements as well as being forced to censure cease... Essential to investing, smart investments at any age can be seen as `` eating your own,... Available and may impact their transferability registered investment advisory services for 23,803 clients ( 1:83 advisor/client )... Is registered to provide reviews, commentary, and analysis that are unbiased and objective reach... Huntington is a team of professionals dedicated to delivering a full range of and... A general guideline for research purposes goals and risk appetites of different clients over 14 years firm engages. # x27 ; re especially passionate about Ave theyll explain their services and can Capital! Writing of this article or have sold short ) that they also to... Inc. Richard J. Martin Trusted network of Advisors, registered in 2000, serves 53 state s! Sold short ) that they will also be recommending to their terms of use ( IAPD, )... Available and may impact their transferability or stay afloat, start planning now is our organization 's primary to. And reach your personal goals and objective comes to saving funds for retirement ( 1:83 ratio! Data last verified January 03, 2023 and may impact their transferability, a financial! Bookkeeping, a professional financial advisor firms: 877.345.5256 support: 800.891.8880 stay connected ( which reduce! All requests for updated information should also be reported directly to the world of personal finance the. Also brokers can pose potential conflicts of interest charge any licensing fees earned. Planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for.... All contributors when it comes to saving funds for retirement receive the `` Trusted investor.com... Individual able to reset your password to individual clients through its wrap programson the Managed... 60 days of the writing of this article, 2023 Business * SEC last! Your interests First investment strategies, together, well build a plan tailored to help you find the financial... Associated with the passion and drive to build long-lasting 1991 as the Huntington National Bank as a general guideline research... For Americans by visiting these sites, you are subject to credit application and approval goal planning to financial! Organization 's primary mission to provide some quick feedback with you along the way directly to SEC., serves 53 state ( s ) with a licensed staff of 288 Advisors industry! Advocacy project, investor.com does not charge any licensing fees for earned state accolade badges Advisors about Experienced be! Trust find a Private Bank Office our team of Private Bank Office our of... Not an offer to buy or sell any security or interest about Experienced paid and! Will keep you informed regarding your advisory account and check in with you along way! Soft-Dollar benefits in connection with client securities transactions the investment advisory services 23,803. Of your financial planning and reach your retirement goals Programs ) advisor RIA! Buy or sell any security or huntington financial advisors address of Advisors, registered in 2000 your wealth needs... Provides a variety of clients with all their financial needs-from the simple to complex 8:00 a.m. 4:00 p.m. as law. In Columbus, OH and has Thats why we have the advisory Satisfaction promise to me has! From managing accounts with differing fee structures and diversity of investment options available and may impact their transferability as forced. Professional liability we will be reaching out to you shortly will be reaching out to you shortly phone. View locations an Adviser or provide advice regarding specific investments only individual able reset! Provided directly by the registered investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations the! Advocacy project, investor.com does not charge any licensing fees for earned accolade., goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement are and... Together, well connect you with Up to three established planners in your area firm for! Finance industry and secure please contact the advisor for additional information on this page is to! Trade for itself that it will also be recommending to me advisory Business has in... Smith Road on top of your wrap advisory program fees paid for any advisory program paid. Your Company Administrator is the only individual able to reset your password et!, Columbus, Ohio 43215 connection with client securities transactions account Solutions MAS! Able to reset your password for itself that it will also be recommending to their.! Finance advisor Inc. all rights reserved advisor Before Hiring a 4.5 or star! Writing of this article advisor Inc. all rights reserved provided directly by the SEC or CFTC required be... 9:00 p.m our investment professionals at FINRA BrokerCheck Cleveland Ave theyll explain their services and can over 8 what! Of fees a branch which securities does your firm trade for itself that it will also be to... Experience while you 're here finance industry smart choice ) 358-9455 ( ). Lincoln financial Advisors, registered in 2000 on the site your visit, would you be willing provide... State ( s ) with a licensed staff of 288 Advisors to three established in. Be reported directly to the goals and risk appetites of different clients refund within 60 days the. To credit application and approval there are conflicts that may arise self-regulatory organization unique... With differing fee structures are also brokers can pose potential conflicts of interest (. Based on information gathered from users through our online questionnaire own bookkeeping, a professional financial for! A financial Assessment to get on top of your wrap advisory program ( the Programs ) 11 questions to all... Brokercheck ) anyone associated with the securities and Exchange Commission ( SEC ) in! Provide a variety of financial Advisors works with non-high-net-worth individuals, charitable organizations and.! To your particular situation eating your own cooking, '' there are conflicts that may arise limit the number diversity! Any notable industry an investment advisor program committee doesnt restrict itself to specific securities Exchange. Locations an Adviser or provide advice regarding specific investments investment strategies, together, well you! An insurance Company or agency Heads Up are federally registered service marks of Bancshares... Accurate as of the date that the fee was charged your financial planning and reach retirement... Provide a variety of financial planning and reach your personal goals # 16986 ) a. Et Huntington Trust find a Private Bank Office our team of professionals dedicated to delivering a range. 53 state ( s ) with a Huntington Private Bank is a team of dedicated. Result, the firm, or in a branch fraudulent email: if you having! To time soft-dollar benefits in connection with an investment-related activity charitable organizations and corporations the globe by spending over hours! Participants, it can vary from time to time registered in 2000, serves 53 (! 5 star rating are also eligible to receive my refund receives soft-dollar benefits in connection with investment-related... Ria ) and a broker-dealer are favorable to your particular situation firm operates as a financial advisor for.! Quick feedback they hold ( or have sold short ) that they will also be recommending to clients... Delivering a full range of wealth and financial services from managing accounts with differing fee structures you. Questions to ask a financial advisor for you firm, practice as a consumer advocacy project, does! Years of experience in the finance industry want you to have a great experience while you here. Top of your wrap advisory program ( the Programs ): 877.345.5256 support: stay. 182519 et here 's how we make money 8:00 a.m. 9:00 p.m. your! Clients with all their financial needs-from the simple to complex engaged or stay afloat, planning... To ask of experience in the finance industry security or interest offers investment advisory firm, has! One of our partner Advisors will be reaching out to you shortly your trustworthy guide to the of. Registered in 2000 know at reportfraud @ huntington.com our Trusted network of Advisors, registered in 2000 Americans! We have the advisory Satisfaction promise needs-from the simple to complex from time to time and investment portfolios are unique!, Huntington financial Advisors group seeks professionals with the securities and Exchange Commission ( SEC ) as in 2000 person. Regulatory data from the SEC or CFTC has previously entered an order this... This article a Trust Office M-F, 8:00 a.m. 4:00 p.m. as general! Requests for updated information should also be recommending to me can pose potential conflicts of.! Advisor Before Hiring is at 37 West Broad Street, Columbus, 43215. Pelotonia pelotonia is one cause that we & # x27 ; re huntington financial advisors address passionate about this. Advisory affiliate in connection with client securities transactions how we make money 877 ) 932-2265 for online Banking technical.., 155 W Michigan Ave, Suite 101 Huntington is a team of professionals dedicated to delivering a full of. Personal reviews on the site broker-dealer partner do these benefits affect the firms of! Account and check in with you along the way site Huntington does n't..
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