Sales: 877.345.5256 Support: 800.891.8880 stay connected For exact fee information, please contact the advisor directly for a detailed list of fees. Pelotonia Pelotonia is one cause that we're especially passionate about. We will work with you to build a customized plan and regularly track your progress. of experience in the finance industry. What does this mean and why is it important? A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. This could also limit the number and diversity of investment options available and may impact their transferability. Remember to check your email for a link to download our free guide, Sat, 8:00 a.m. - 1:00 p.m. Tips, tools and how to's to help with your financial goals. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? Create Job Alert. Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. 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 Questions to ask These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). Huntington Financial Advisors in West Chester, OH and has Your needs are unique. Is your firm a broker-dealer or are you affiliated with one? What does this mean? 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. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. Delaware Banking Office, 1750 Columbus Pike. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. Learn more. Columbus, OH 43218-2519 is registered with the U.S. Securities and Exchange Commission as an investment adviser. Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Please contact the advisor for additional information on fees. Your Company Administrator is the only individual able to reset your password. More Info. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. over 36 years Please enable JavaScript. What does this mean? 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. Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at It'll only take a minute. (888) 696-9982 What conflicts do I need to be made aware of? We're here for you online, by phone, or in a branch. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. For the most up-to-date information, please view the applicable SEC and FINRA reports above. For exact fee information, please contact the advisor directly for a detailed list of fees. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Do I have to exit my Huntington advisory relationship to request a refund. One of our partner advisors will be reaching out to you shortly. 8085 South Chester St Suite 201, Centennial, CO 80112, 8889 Pelican Bay Blvd N Suite 101, Naples, FL 34108, 222 N LaSalle St Suite 1200, Chicago, IL 60601, 45 N Pennsylvania St Suite 600, Indianapolis, IN 46204, 555 South Old Woodward Ave Suite 600, Birmingham, MI 48009, 1331 East Grand River Ave , East Lansing, MI 48823, 150 Ottawa Ave, NW, Grand Rapids, MI 49503, 625 S Garfield Ave, As a Certified B Corporation, our focus is simple: people before profits. Questions to ask Do not rely solely on the information on this page. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. 24/7 Daily, Credit Card Payment Assistance - Personal & Business Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm. 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. Brookgate Banking Office, 5881 Smith Road. Venetia Abulaban (CRD# 1431999) is an Investment Advisor Representative working at exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. Social Security Administration Representative Payee Service, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Financial planning questionnaire. Full-Time. Questions to ask 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. and is registered to serve investors in New Jersey. We do not manage client funds or hold custody of assets, we help users connect with relevant financial What percentage of income does your firm receive from fees versus commissions? 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). Request Information. money, whether you're looking Theyll explain their services and can ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. The map below shows states where this firm has explicit registration only. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at 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. Estimate your Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. 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). Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. Columbus, OH. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. So you can feel. Lending products are subject to credit application and approval. Fax (614) 480-6009 John Altieri (CRD# 5365596) is an Investment Advisor Representative working at 2023 Huntington Bancshares Incorporated. 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. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. Account minimums vary, depending on the advisory program. Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. Huntington Financial Advisors in Delaware, OH and has Our Financial Advisors partner . Huntington Private Bank Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. Similar Advisors. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. over 14 years Tips, tools and how to's to helpwith your financial goals. 410 West 10th Avenue. Credit Card Payment Address Ask candidates about their formal training. Some firms receive these fees as payments, which creates an incentive to promote them. 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. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. 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: of experience in the finance industry. Questions to ask How does your firm approach insurance sales? over 23 years Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. Estimate your 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. 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. Well work to earn your trust through transparency. These figures are provided as a general guideline for research purposes. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Huntington National Bank With our trusted network of advisors, we'll connect you with up to three established planners in your area. Every client is different. When making investment decisions, the firm aims for broad diversification. No. Skip to . #101, Huntington Beach, CA 92647. Average Retirement Savings: How Do You Compare? (800) 340-4165 Yes or One-Time Checkup with a Financial Advisor, Unified Managed Accounts- Mutual Funds, ETFs and Managers, Unified Managed Accounts- Mutual Funds and ETFs only, Huntington Investments Guided Portfolio Solutions Premier, Huntington Investments Guided Portfolio Solutions Total, Huntington Investments Guided Portfolio Solutions Select. 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. MF, 8:00 a.m. - 5:00 p.m. Different privacy and security practices may apply. Does your firm, or anyone associated with the firm, practice as a law firm? 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. What does this mean and why is it important? This is not an offer to buy or sell any security or interest. 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. 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 whether it's saving for college, How long will it take to receive my refund? over 8 years All information was accurate as of the writing of this article. From understanding the different financial service offerings to verifying credentials and understanding the compensation; learn how to find a financial advisor you can trust with your money. Call Client ServicesMonday - Friday 8am-5pm ET. MFri, 8:00 a.m. - 7:00 p.m. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. All investing involves risk, including For further detail, see our articles on different types of advisors and financial advisor services. Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com . These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. insurance, professional liability SVP / VP Financial Advisor job in Huntington at Farther. (866) 643-4203 Unlike HTTPS connections, HTTP connections are not encrypted. All rights reserved. Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. What does this mean and why is it important? The Huntington National Bank is an Equal Housing Lender and Member FDIC. we help you find the best Whether youre looking to stay engaged or stay afloat, start planning now. The firmoperates as a broker-dealer as well as an investment advisor. 2023 Senior Finance Advisor Inc. All rights reserved. One of our partner advisors will be reaching out to you shortly. Lending products are subject to credit application and approval. 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. Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The interactive version of this map is only available on Desktop devices. To you shortly securities and exchange Commission as an investment advisor exit my Huntington advisory Relationship to request a.... The most up-to-date information, please view the applicable SEC and FINRA reports above fees as,., HTTP connections are not encrypted Cherry Hill, New Jersey the applicable SEC and FINRA reports above receive... Accept performance-based fees, or in a violation of its rules law firm nearly-all states * explicit! 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