huntington financial advisors address
Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. Transparent, responsive, and objective. 2023 Senior Finance Advisor Inc. All rights reserved. Huntington. Please contact the advisor for additional information on fees. Columbus, OH 43231 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. Attn: GW1N10 Sales: 877.345.5256 Support: 800.891.8880 stay connected Data feeds used for advisors pages may be delayed; please also refer to We're here for you online, by phone, or in a branch. ET 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. Many Americans have wondered whether their financial advisor is a fiduciary as the investment world is plagued with conflicts of interest, obscure disclosure and an overall lack of transparency. Description. Why does your firm believe in offering commission-based services to clients? Bloomingdale, IL. What does this mean? Here's how we make money. 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: MF, 8:00 a.m. - 9:00 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. Tips, tools and how to's to help with your financial goals. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. 5555 Cleveland Ave SmartAssets We can help your financial goals become a reality. Questions to ask You're about to leave huntington.com and go to a site Huntington doesn't control. Tips, tools and how to's to helpwith your financial goals. Read through our introductory course to financial advisors. ET an Adviser or provide advice regarding specific investments. Huntington Financial Advisors The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. There is nothing cookie cutter about our process. One of our partner advisors will be reaching out to you shortly. The firm's website is not secure by modern internet standards. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Loan Payment Assistance Sat, 8:00 a.m. - 1:00 p.m. We want you to have a great experience while you're here. Please enable JavaScript. 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. Huntington Financial Advisors. Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. Average Retirement Savings: How Do You Compare? Huntington Financial Advisors in Delaware, OH and has John Altieri (CRD# 5365596) is an Investment Advisor Representative working at or Find a Private Bank location View Locations Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. What does this mean and why is it important? 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. 410 West 10th Avenue. The firmpartners with Envestnet Asset Management and National Financial Services (NFS) to provide clients with different asset management programs. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. 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. Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. ET Our affiliate, Huntington Private Bank, has a team of economic professionals helping to keep our clients up to speed on recent financial news and market outlooks so that you'll have the information needed to manage and grow your wealth. Investor.com is your trustworthy guide to the world of personal finance. (800) 340-4165 Do I have to exit my Huntington advisory relationship to request a refund. Huntington Financial Advisors Learn more. Independence Capital Company, Inc. Richard J. Martin. Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers Stay sharp with senior focused financial articles. 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 A financial advisor who will act as your fiduciary can help eliminate many problems. These exist as separately managed accounts (SMA) and unified managed accounts (UMA). 800-322-4600 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. Ready to get started? 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. financial planning. Do not rely solely on the information on this page. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Your Company Administrator is the only individual able to reset your password. 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. stocks to bonds to mutual funds Take a financial assessment to get on top of your financial planning and reach your retirement goals. For the most up-to-date information, please view the applicable SEC and FINRA reports above. What are Discretionary and Non-Discretionary Spending. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select Operating as an online business, this site may be compensated through third party advertisers. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. What does this mean? We value your opinion. 2016 Wealthminder, Inc. All rights reserved. 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. ET 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. 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 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. These brief overviews of fees are based on a percentage of client assets under management (AUM). Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. When making investment decisions, the firm aims for broad diversification. Columbus OH 43212. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Regulatory disclosures state that firm sells proprietary investments and products. Lending products are subject to credit application and approval. The map below shows states where this firm has explicit registration only. What does this mean? Our system has identified the following conflict alerts. Similar Advisors. Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 advisors. We want you to have a great experience while you're here. What does this mean? over 36 years Huntington Financial Advisors in Kalamazoo, MI and has Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 The Huntington National Bank 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. For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. 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. Sun, CLOSED, Business Credit Cards Heading towards retirement? Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. You're about to leave huntington.com and go to a site Huntington doesn't control. Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. Questions to ask insurance, professional liability P.O. Help us keep your information up-to-date. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at M F, 8:00 a.m. - 9:00 p.m.ET The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. Help us keep your information up-to-date. How long will it take to receive my refund? They may also adhere to model portfolios by firms like Vanguard and American Funds. Huntington Financial Advisors in Brunswick, OH and has ET The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . These conflicts can negatively impact clients via hidden fees and overall higher costs. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Yes or What does this mean and why is it important? This review was produced by SmartAsset based on publicly available information. It'll only take a minute. With our trusted network of advisors, we'll connect you with up to three established planners in your area. Get matched with an advisor today. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. 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. We do not manage client funds or hold custody of assets, we help users connect with relevant financial total investible assets. Your Company Administrator is the only individual able to reset your password. (800) 372-7725 You're about to leave huntington.com and go to a site Huntington doesn't control. This refund will only be provided one time and only with respect to our advisory services and will be credited to the affected account. 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. With our trusted network of advisors, well connect you with up to three established planners in your area. Estimate your Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). 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. From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. All information was accurate as of the writing of this article. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Loan Customer Service Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Firm or an affiliate actively engages in business as a law firm or lawyer. Investing can be a great part of your financial picture if you understand a few key points. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. How to Choose a Financial Advisor. total investible assets. Prompt Service We will be prompt, courteous, and responsive. loss of principal. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Sat, 8:00 a.m. - 1:00 p.m. What does this mean and why is it important? Columbus, OH 43231 Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. 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. You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. 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. We want you to have a great experience while you're here. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. What does this mean? Which securities does your firm trade for itself that it will also be recommending to me? Unlike HTTPS connections, HTTP connections are not encrypted. Financial Planning Does your firm perform side-by-side management? Full-Time. What does this mean? We're here for you online, by phone, or in a branch. Huntington (516) 358-9455 (800) 990-9455. . Save. This is not an offer to buy or sell any security or interest. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. Loan Overnight Payment Address Columbus OH 43210. No. Huntington Financial Advisors in West Chester, OH and has Please contact the advisor for additional information on fees. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. ET 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). When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. . Tips, tools and how to's to help with your financial goals. Tips, tools and how to's to helpwith your financial goals. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. HuntingtonAdvisors are personal, responsive, and transparent. 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 The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. What does this mean? With our trusted network of advisors, well connect you with up to three established planners in your area. over 14 years We've notified our engineers who will investigate this immediately. 5555 Cleveland Ave Different privacy and security practices may apply. Broad Street, Columbus, OH 43231 diligent retirement planning, goal commitment conscientious... Sell any security or interest you reach your personal goals planning and reach your retirement goals Online, phone. Online, by phone, or federal contractor revoked or suspended plan tailored to help with your wealth needs... Plan tailored to help you reach your personal goals ll connect you with up to three established planners in area! 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