24/7 Daily, Credit Card Payment Assistance - Personal & Business 800-322-4600 Innovative ways to help keep money coming in. 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 felony. This is not an offer to buy or sell any security or interest. 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. Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at MF, 8:00 a.m. - 5:00 p.m. Our Financial Advisors partner . Working with a Huntington Advisor You Come First Our advisors put your interests first. Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. Huntington Financial Advisors in Kalamazoo, MI and has ET What does this mean and why is it important? Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Questions to ask How does your firm mitigate them? 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. Financial Planning 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 &. Your Company Administrator is the only individual able to reset your password. Please contact your Company Administrator to reset your password if you continue having problems logging in. We want you to have a great experience while you're here. over 10 years Your needs are unique. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Financial plans and investment portfolios are always unique to the client's personal financial situation. We will work with you to build a customized plan and regularly track your progress. Traverse City, MI 49686, 11100 Wayzata Blvd, Suite 800, Minnetonka, MN 55305, 525 Vine St, 21st Floor, Cincinnati, OH 45202, 3421 Ridgewood Rd Ste 100, Fairlawn, OH 44333, 2 Equity Way, Suite 100, Whether youre looking to stay engaged or stay afloat, start planning now. Private Banking 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. Questions to ask Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Heading towards retirement? With our trusted network of advisors, we'll connect you with up to three established planners in your area. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. While partners may pay to provide offers or be featured, e.g. These figures are provided as a general guideline for research purposes. Loan Payoff Address Financial planning questionnaire. ET Columbus OH 43210. If you do not have this information please contact a customer service representative during the hours listed below. Estimate your answer any questions you may have. Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. 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. 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). 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. 2016 Wealthminder, Inc. All rights reserved. They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). Request Information. Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. We will be prompt, courteous, andresponsive. Every client is different. Regulatory disclosures state that firm sells proprietary investments and products. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. 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. We've notified our engineers who will investigate this immediately. Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. The map below shows states where this firm has explicit registration only. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. ET, Tel. Sun, CLOSED, Business Credit Cards ET, Lending products are subject to credit application and approval. 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. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 These conflicts can negatively impact clients via hidden fees and overall higher costs. Financial security doesnt happen overnight. Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). All rights reserved. Columbus, OH. 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. else that requires tailored SEC.gov 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. For example, front-running is when a financial professional buys or sell securities ahead of their client. 2631 East Main Street. Estimate your 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. 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. In total, Huntington Financial Advisors manages $4.8 billion in assets. Questions to ask total investible assets. Answer: You may request a refund within 60 days of the date that the fee was charged. over 23 years Learn 7 steps to help you find the best financial advisor for you. (800) 445-8460 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. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. 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. Firm performs side-by-side management with accounts that have differing fee structures. Fax (614) 480-6009 Questions to ask Questions to ask How to Choose a Financial Advisor. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. 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. Transparent, responsive, and objective. Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Visit Site. Does your firm, or anyone associated with the firm, practice as a law firm? Our partners compensate us through paid advertising. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. 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. Transparent, responsive, and objective. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. How to Choose a Financial Advisor. ET Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. There are no guarantees that working with an adviser will yield positive returns. Huntington Financial Advisors in Brookpark, OH and has 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. Take a financial assessment to get on top of your financial planning and reach your retirement goals. 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. 2023 Senior Finance Advisor Inc. All rights reserved. ET What Are the Best Investments for Retirement? Box 182387 of experience in the finance industry. Huntington Financial Advisors in Huntington, WV and has This is not an offer to buy or sell any security or interest. Prompt Service We will be prompt, courteous, and responsive. Most Reputable Financial Advisors for Seniors, Senior Investments: The Best Investments for Retirement, Top 11 Questions to Ask a Financial Advisor Before Hiring. insurance, professional liability 1555 West 5th Avenue. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. P.O. What are Discretionary and Non-Discretionary Spending. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. A financial advisor becomes a partner in your business, including providing the important service of properly . Questions to ask Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. MTh, 8:00 a.m. 11:00 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. Huntington Financial Advisors in Brunswick, OH and has Who can I contact if I have questions or would like to request a refund? Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). is registered with the U.S. Securities and Exchange Commission as an investment adviser. Is your firm affiliated with a law firm in any capacity? We can help safeguard your Get matched with an advisor today. Or, we'll refund the last 90 days of your Wrap Advisory Program fees paid for any Advisory Program (the "Programs"), as more fully described in our Advisory Fee Schedule and Form ADV Part 2A Brochure with Huntington Financial Advisors. A regulatory agency other than 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. Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position Huntington Bancshares Incorporated Address Marietta, OH 45750 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job All Jobs Branch Financial Advisor Jobs MF, 8:00 a.m. - 5:00 p.m. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. 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. Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. Huntington Financial Advisors in Kentwood, MI and has A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. Will anyone that was involved be involved with my accounts in any capacity? Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Attn: S/B GW4W122 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). Your Company Administrator is the only individual able to reset your password. Financial planning questionnaire. Learn more. More Info. of experience in the finance industry. Huntington Financial Advisors Heading towards retirement? , 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. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . 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. 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). Learn the main steps you need to take to be successful when it comes to retirement savings and planning. 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. So you can feel confident going forward. 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. 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. . Well work with you to make things right. We value your opinion. Innovative ways to help keep money coming in. What does this mean? 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. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. 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. Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. 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 Find the location nearest you. Huntington Financial Advisors in Akron, OH and has What does this mean and why is this important? What does this mean? Pelotonia Pelotonia is one cause that we're especially passionate about. In your 50s, theres still time to earn returns on investments. Do You Know About the Spousal Social Security Benefit? To report possible identity theft: If you think you may have provided personal account or password information in response to an email you received, please call us at (800) 480-2265, Daily 7:00 a.m. to 8:00 p.m. Huntington Financial Advisors in West Chester, OH and has What Are the Best Investments for Retirement? Learn more. What does this mean and why is it important? Contact Us > Financial Advisor. 24/7 Daily, Commercial Credit Cards Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. (800) 323-9865 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: FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. of experience in the finance industry. Questions to ask Tips, tools and how to's to help with your financial goals. What does this mean and why is this important? Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms.
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