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Zoom between states and the national map to see the top spots in each region. MF, 8:00 a.m. - 5:00 p.m. 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. Financial planning questionnaire. So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. What Are the Best Investments for Retirement? Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. What does this mean and why is it important? review the ongoing performance of any Adviser, participate in the management of any users account by Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Any data inaccuracies, please contact our team. Find a Private Bank office 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. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. 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 is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. So you can feelconfident going forward. to maximizing your money. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). SEC.gov The Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. of experience in the finance industry. 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. money, whether you're looking All investing involves risk, including loss of principal. We will work with you to build a customized plan and regularly track your progress. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. help This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. Huntington Financial Advisors in Akron, OH and has Questions to ask The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. ET. Create Job Alert. Find the location nearest you. Financial Advisors at Huntington Financial Advisors. Will anyone that was involved be involved with my accounts in any capacity? There are no guarantees that working with an adviser will yield positive returns. Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at What does this mean and why is this important? 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 http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. What does this mean? Huntington Financial Advisors in Kalamazoo, MI and has (CRD# 16986) is a financial advisory firm headquartered in Get matched with an advisor today. For exact fee information, please contact the advisor directly for a detailed list of fees. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Should I Hire a Financial Advisor or DIY It? over 23 years ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching What does this mean and why is it important? No. Brookgate Banking Office, 5881 Smith Road. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Our advisors put your interests first. We value your opinion. How does your firm mitigate them? Answer: Huntington is committed to validating the request and crediting the fees within 45 days of initial notification by you. Get competitive proposals from multiple advisors. ET Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Do You Know About the Spousal Social Security Benefit? Sat, 8:00 a.m. - 2:00 p.m. All information was accurate as of the writing of this article. Please contact your Company Administrator to reset your password if you continue having problems logging in. Sat, 8:00 a.m. - 5:00 p.m. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. Sales: 877.345.5256 Support: 800.891.8880 stay connected What does this mean? 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. The Huntington National Bank is an Equal Housing Lender and Member FDIC. What does this mean? Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Request proposals for help with your financial concerns. seconds. MF, 8:00 a.m. - 8:00 p.m. Our goal is to retain your relationship and your business. We're here for you online, by phone, or in a branch. Sat, CLOSED How does your firm approach insurance sales? Heading towards retirement? There is nothing cookie cutter about our process. While this can be seen as "eating your own cooking," there are conflicts that may arise. 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. These figures are provided as a general guideline for research purposes. How do these benefits affect the firms selection of a broker-dealer partner? 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: Skip to . Cranberry Township, PA. Posted: January 03, 2023. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Does your firm perform side-by-side management? The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. 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 can help your financial goals become a reality. Questions to ask Loan Payment Assistance 24/7 Daily, Credit Card Payment Assistance - Personal & Business 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. 301, Dover, Ohio 44622, Arrowhead Park 597 W. Dussel Dr. Maumee, Ohio, Dublin Wealth Advisors 6755 Avery-muirfield Drive, Dublin, Ohio 43016, Capitol Square 17 South High Street, Columbus, Ohio 43215. Huntington Financial Advisors in Brunswick, OH and has Learn the main steps you need to take to be successful when it comes to retirement savings and planning. Stay sharp with senior focused financial articles. It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. Finding the right financial advisor doesn't have to be hard. . 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. What does this mean and why is it important? 2023 Senior Finance Advisor Inc. All rights reserved. Help us keep your information up-to-date. Transparent, responsive, and objective. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). We promise to keep your information safe and secure. As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. See you back here soon! P.O. Huntington Financial Advisors. Questions to ask protection. ET Please enable JavaScript. What does this mean and why is it important? We want you to have a great experience while you're here. 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. Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. Financial planning questionnaire. 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. Remember to check your email for a link to download our free guide, Questions to ask Your Company Administrator is the only individual able to reset your password. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. What does this mean? How many times did it occur? Huntington Financial Advisors. Working together, we help you Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). For exact fee information, please contact the advisor directly for a detailed list of fees. With our trusted network of advisors, well connect you with up to three established planners in your area. With our trusted network of advisors, we'll connect you with up to three established planners in your area. over 10 years 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! MF, 8:00 a.m. - 9:00 p.m. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at Huntington Financial Advisors in Brookpark, OH and has Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. insurance, professional liability What conflicts arise from this relationship? Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. Similar Advisors. You're about to leave huntington.com and go to a site Huntington doesn't control. Huntington. 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. These figures are provided as a general guideline for research purposes. We're here for you online, by phone, or in a branch. Your Company Administrator is the only individual able to reset your password. Financial security doesnt happen overnight. Please enable JavaScript. The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. 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. Questions to ask Our system has identified the following disciplinary alerts. Thats why we have the Advisory Satisfaction Promise. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at Yes or 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. What percentage of income does your firm receive from fees versus commissions? Average Retirement Savings: How Do You Compare? 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. 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. For further detail, see our articles on different types of advisors and financial advisor services. Lender and Member FDIC does this mean Huntington Private Bank is a certified financial planner working in Cherry Hill New. For a detailed list of fees, 2023 whether you 're looking investing... When it comes to saving funds for retirement hours each year testing and researching online brokers risk! Huntington Bancshares Incorporated do you Know about the Spousal Social Security Benefit seen ``. 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