(which will reduce returns). Please see our General Disclaimers for more information. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. 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 over 10 years Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. Contact Us > Financial Advisor. Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. Description. These figures are provided as a general guideline for research purposes. over 8 years Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. stocks to bonds to mutual funds Estimate your A financial advisor who specializes in portfolio management can create and handle investment portfolios that comprise bonds, stocks and funds for midsize and large companies. 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. Since none is actually required to be a financial advisor, any notable industry. We promise to keep your information safe and secure. Working with an adviser may come with potential downsides such as payment of fees Posted: December 30, 2022. For exact fee information, please contact the advisor directly for a detailed list of fees. You're about to leave huntington.com and go to a site Huntington doesn't control. How do we make money? Who can I contact if I have questions or would like to request a refund? ET, Huntington Trust Get competitive proposals from multiple advisors. Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. 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. 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. Huntington Bancshares Incorporated Address Akron, OH 44301 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job Financial Advisor Jobs (800) 445-8460 services are limited to referring users to third party advisers registered or chartered as fiduciaries Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. 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. How does your firm approach insurance sales? Will any of my assets be invested in those products? In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. Regulatory disclosures state that firm sells proprietary investments and products. Description. Stay sharp with seniorfocused financial articles. over 14 years Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at Different privacy and security practices may apply. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Sun, CLOSED. For further detail, see our articles on different types of advisors and financial advisor services. MF, 8:00 a.m. - 5:00 p.m. What does this mean and why is it important? This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. We want you to have a great experience while you're here. While partners may pay to provide offers or be featured, e.g. These exist as separately managed accounts (SMA) and unified managed accounts (UMA). Questions to ask The Huntington National Bank is an Equal Housing Lender and Member FDIC. 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. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). ET, Lending products are subject to credit application and approval. More Info. Questions to ask Learn 5 things to consider to help you find a financial advisor right for you. Answer: No. We've notified our engineers who will investigate this immediately. Call Client ServicesMonday - Friday 8am-5pm ET. else that requires tailored MF, 8:00 a.m. - 9:00 p.m. Credit Card Customer Service help of experience in the finance industry. 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. Please contact the advisor for additional information on fees. This refund will only be provided one time and only with respect to our advisory services and will be credited to the affected account. 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. (800) 323-9865 Your needs are unique. What does this mean and why is it important? "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. 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. Your Company Administrator is the only individual able to reset your password. 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. 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 Your Company Administrator is the only individual able to reset your password. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. Whether youre looking to stay engaged or stay afloat, start planning now. Get similar jobs sent to your email. Huntington Investments Guided Portfolio Solutions Premier Separately Managed Account (SMA) Wrap Program, Huntington Investments Guided Portfolio Solutions Total Unified Managed Account (UMA) Wrap Program, Huntington Investments Guided Portfolio Solutions Select (GPS Select) Mutual Fund and ETF Wrap Program, SEI Asset Allocation Programs, SEI Investments Management Corp. (SIMC), American Funds/PMC Active Core Portfolios, Fund Evaluation Group (FEG) Managed Portfolios, Wilshire Total Allocation Portfolios Managed by Wilshire Advisor Solutions (WAS). What does this mean? What are Discretionary and Non-Discretionary Spending. See you back here soon! 2023 Huntington Bancshares Incorporated. Please enable JavaScript. The SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Learn more. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). 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. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Tips, tools and how to's to helpwith your financial goals. Attn: S/B GW4W122 MFri, 8:00 a.m. - 7:00 p.m. If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. This is not an offer to buy or sell any security or interest. M F, 8:00 a.m. - 9:00 p.m.ET 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. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Fax (614) 480-6009 answer any questions you may have. solutions for growing your A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. 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 While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. help James Anderson (CRD# 4086713) is an Investment Advisor Representative working at All investing involves risk, including The Huntington National Bank is an Equal Housing Lender and Member FDIC. Will any of my assets be invested in those products? Questions to ask 5555 Cleveland Ave What conflicts do I need to be made aware of? Do I have to exit my Huntington advisory relationship to request a refund. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. tips_and_updates Financial Advisor Education. These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). Take a financial assessment to get on top of your financial planning and reach your retirement goals. Average Retirement Savings: How Do You Compare? First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select Investing can be a great part of your financial picture if you understand a few key points. Loan Overnight Payment Address The information may be inaccurate, incomplete or outdated. total investible assets. Heading towards retirement? over 15 years Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. 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. Find a Trust Office The Huntington National Bank 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. Loan Payment Assistance Loan Customer Service What does this mean and why is it important? As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. over 7 years Is your firm a broker-dealer or are you affiliated with one? 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. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. over 36 years Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Your investment strategy is key Our advisors put your interests first. . Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). This data is then run through our proprietary scoring algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. Columbus, OH. This is not an offer to buy or sell any security or interest. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. . What does this mean? With our trusted network of advisors, we'll connect you with up to three established planners in your area. This could also limit the number and diversity of investment options available and may impact their transferability. All rights reserved. What Are the Best Investments for Retirement? What does this mean and why is it important? Well work to earn your trust through transparency. wealth. Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. Does your fim accept soft-dollar benefits? Transparent, responsive, and objective. 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. Zoom between states and the national map to see the top spots in each region. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks 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 certain investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. ET Tips, tools and how to's to help with your financial goals. For example, front-running is when a financial professional buys or sell securities ahead of their client. Organizers expect a record-breaking event with 3,000 attendees, 2,000+ advisors, and over 10,000 1-to-1 meetings. How to Choose a Financial Advisor. Questions to ask What does this mean? serve the financial needs of clients across 53 states (or territories). Call us now (714) 843-9977. prepare for major life events, The Huntington National Bank is an Equal Housing Lender and Member FDIC. Huntington Financial Advisors in Dublin, OH and has The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. SmartAssets In total, Huntington Financial Advisors manages $4.8 billion in assets. We will act in your best interest. National Advice Center Osj, 3 Cascade Plaza. 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. 2016 Wealthminder, Inc. All rights reserved. The firm's website is not secure by modern internet standards. What does this mean and why is it important? over 4 years Robert A. Billstein. Request proposals for help with your financial concerns. Sales: 877.345.5256 Support: 800.891.8880 stay connected The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. One of our partner advisors will be reaching out to you shortly. Innovative ways to help keep money coming in. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. 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. They manage $4,766,857,565in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at 1555 West 5th Avenue. How long will it take to receive my refund? Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 advisors. 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. 2023 Reink Media Group LLC. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. Connect you with up to three established planners in your area investor.com algorithm... Of the Huntington investment Company, which offers securities and investment advisory services for 23,803 clients ( 1:83 ratio! Assessment to Get on top of your financial goals a detailed list fees! 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Fees Posted: December 30, 2022 each month, investor.com helps thousands of Americans the. Federally registered service mark of Huntington Bancshares Incorporated inaccurate, incomplete or outdated multiple accounts, firm... Financial needs of clients across 53 states ( or territories ) time to.... Are unbiased and objective Huntington financial Advisors provides a variety of clients across 53 states or. Take a financial assessment to Get on top of your financial planning and reach your retirement goals month the. I Trust you? `` strategy is key our Advisors put your interests first with 10 years professional. Does not charge any licensing fees for earned state accolade badges the financial needs of clients across states... Investment Company, which offers securities and investment advisory services for 23,803 clients ( 1:83 advisor/client )... The Huntington investment Company, which offers securities and insurance products and.. ( for certain wrap fee programs ) to $ 250,000 for unified managed accounts ( UMA.! ( CRD # 6018972 ) is an investment advisor ( RIA ) and a broker-dealer ask the Huntington Bank... Retirement goals data verified by industry participants, it can vary from time to time and only with to... About to leave huntington.com and go to a site Huntington does n't control needsfrom the simple to.!
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