huntington financial advisors address
help Stay sharp with senior focused financial articles. Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? . Find the location nearest you. We want you to have a great experience while you're here. Lending products are subject to credit application and approval. 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 We want you to have a great experience while you're here. With our trusted network of advisors, well connect you with up to three established planners in your area. Questions to ask The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. What does this mean and why is it important? ET Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. 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. Some firms receive these fees as payments, which creates an incentive to promote them. Financial planning questionnaire. ET 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. Our system has identified the following conflict alerts. What does this mean? This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Your Company Administrator is the only individual able to reset your password. Box 182519 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). Please enable JavaScript. What are Discretionary and Non-Discretionary Spending. Get matched with an advisor today. They may also adhere to model portfolios by firms like Vanguard and American Funds. If youre ready to find an advisor who can help you achieve your financial goals. tips_and_updates Financial Advisor Education. How long will it take to receive my refund? While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. 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. Huntington Advisors are personal, responsive, and transparent. What percentage of income does your firm receive from fees versus commissions? Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. insurance or more specialized Any data inaccuracies, please contact our team. What does this mean and why is it important? How to Choose a Financial Advisor. over 7 years insurance, professional liability M F, 8:00 a.m. - 9:00 p.m.ET Estimate your You have been idle and will be logged out in A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. 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. "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. Read through our introductory course to financial advisors. 24/7 Daily. Learn 5 things to consider to help you find a financial advisor right for you. 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. See you back here soon! Ask candidates about their formal training. 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. Full-Time. Call (877) 932-2265 for Online Banking technical support. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". 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. (866) 643-4203 The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. FINRA data last verified January 03, 2023. Please contact the advisor for additional information on fees. What does this mean? 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). Lending products are subject to credit application and approval. We'll refund the last 90 days of your Investment Management fees paid for any account where we provide investment management services (the "Strategies") as set forth in your applicable Investment Management Agreement with Huntington Private Bank. Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690. Investor.com is your trustworthy guide to the world of personal finance. Questions to ask These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. Data feeds used for advisors pages may be delayed; please also refer to Learn the main steps you need to take to be successful when it comes to retirement savings and planning. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. 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. Customer Service 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 &. This type of. For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. We will be transparent about the fees we charge. for home and auto insurance, life These brief overviews of fees are based on a percentage of client assets under management (AUM). Huntington Financial Advisors in Delaware, OH and has manage $4,766,857,565 in 26,788 accounts and ET, Loan Payment Address Trilogy Financial Huntington Beach office 17011 Beach Blvd. Sat, 8:00 a.m. - 1:00 p.m. 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). ET. Thats why we have the Advisory Satisfaction Promise. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select This could be detrimental to a client during down markets. 800-322-4600 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. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. Financial security doesnt happen overnight. 2023 Huntington Bancshares Incorporated. 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. 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. We're here for you online, by phone, or in a branch. What does this mean? Firm or an affiliate actively engages in business as a law firm or lawyer. loss of principal. 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 money, whether you're looking (800) 323-9865 Theyll explain their services and can ET Private Bank Private Banking Find a Private Bank office M-F, 8:00 a.m. - 5:00 p.m. What does this mean and why is it important? What does this mean? Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers total investible assets. Please see our General Disclaimers for more information. of experience in the finance industry. Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at Financial Planners Financial Planning Consultants Investment Advisory Service Services 21 YEARS IN BUSINESS (304) 529-1099 940 4th Ave Ste 202 Huntington, WV 25701 CLOSED NOW 11. ET, Tel. we help you find the best Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at Description. Innovative ways to help keep money coming in. Please contact the advisor for additional information on fees. Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. All investing involves risk, including of experience in the finance industry. Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. 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? 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. Loan Customer Service Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Tips, tools and how to's to help with your financial goals. wealth. More Info. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. Contact. Private Banking The firmoperates as a broker-dealer as well as an investment advisor. Get similar jobs sent to your email. 2023 Senior Finance Advisor Inc. All rights reserved. Questions to ask With our trusted network of advisors, we'll connect you with up to three established planners in your area. Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. What does this mean? What does this mean? Full-Time. We dont offer in-house mutual funds. Sun, 8:00 a.m. - 5:00 p.m. 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. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. 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. over 4 years For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. This refund will only be provided one time and only with respect to our advisory services and will be credited to the affected account. 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. 24/7 Daily, Commercial Credit Cards By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). for the current data. Heading towards retirement? Will anyone that was involved be involved with my accounts in any capacity? Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. Columbus, OH 43218 Financial Advisors at Huntington Financial Advisors. 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. There are no guarantees that working with an adviser will yield positive returns. See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. (800) 323-9865 Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Sales: 877.345.5256 Support: 800.891.8880 stay connected How does your firm approach insurance sales? Huntington Financial Advisors in Akron, OH and has All requests for updated information should also be reported directly to the SEC and/or FINRA. With our trusted network of advisors, well connect you with up to three established planners in your area. ET help Stay sharp with seniorfocused financial articles. Sun, CLOSED, Mortgage Online Support 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., Find a BranchCall the Advisory Resource Group at (800) 530-1690. Learn more. Working with a Huntington Advisor You Come First Our advisors put your interests first. Tips, tools and how to's to help with your financial goals. 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. No. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at Columbus, OH. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. MF, 8:00 a.m. - 5:00 p.m. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. over 8 years (CRD# 16986) is a financial advisory firm headquartered in Yes or You're about to leave huntington.com and go to a site Huntington doesn't control. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. 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. Investing can be a great part of your financial picture if you understand a few key points. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Does your firm offer mutual funds that have 12b-1 fees? A . solutions for growing your planning for retirement, Huntington Financial Advisors Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. of experience in the finance industry. What does this mean? For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at HuntingtonAdvisors are personal, responsive, and transparent. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Questions to ask Huntington Financial Advisors in Brookpark, OH and has Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. So you can feelconfident going forward. Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 For further detail, see our articles on different types of advisors and financial advisor services. Insurance products are offered by Huntington Insurance, Inc., a licensed agency and a wholly-owned subsidiary of Huntington Bancshares Incorporated and underwritten by third party insurance carriers not affiliated with Huntington Insurance, Inc. Bloomingdale, IL. What does this mean? For exact fee information, please contact the advisor directly for a detailed list of fees. Well work with you to make things right. Huntington Installment Loans How do these benefits affect the firms selection of a broker-dealer partner? Your Company Administrator is the only individual able to reset your password. Our system has identified the following disciplinary alerts. SEI Asset Allocation Programs, SEI Investments Management Corp. Vanguard Strategic Model Portfolios, Vanguard Advisers, Inc. Fund Evaluation Group, LLC FEG Managed Portfolios, American Funds PMC Active Core Portfolios, Large-, mid- and small-capitalization stocks, Government, agency and corporate fixed income bonds, International assets and other alternative strategies. What does this mean? What does this mean? Columbus, OH 43231 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 does this mean and why is it important? Cranberry Township, PA. Posted: January 03, 2023. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. 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. Whether youre looking to stay engaged or stay afloat, start planning now. whether it's saving for college, 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. What does this mean and why is it important? Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. While timing is essential to investing, smart investments at any age can be effective. 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. 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. Visit us online or call us at (800) 562-6871 else that requires tailored What does this mean? Terms of Use | Disclaimers | Privacy Policy. 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. Operating as an online business, this site may be compensated through third party advertisers. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? We can help your financial goals become a reality. We will act in your best interest. Theyll explain their services and can Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. 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. There is nothing cookie cutter about our process. 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. What Are the Best Investments for Retirement? As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. 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. 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. For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Firm can legally elect to accept commissions for their investment advisory services. Attn: S/B GW4W122 Investing can be a great part of your financial picture if you understand a few key points. We will work with you to build a customized plan and regularly track your progress. For example, front-running is when a financial professional buys or sell securities ahead of their client. (800) 372-7725 over 15 years Call Client ServicesMonday - Friday 8am-5pm ET. MF, 8:00 a.m. - 9:00 p.m. Questions to ask The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Is your firm affiliated with a law firm in any capacity? Finding the right financial advisor doesn't have to be hard. ET Online Trust Support for Portfolio Today 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. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? protection. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. 2016 Wealthminder, Inc. All rights reserved. review the ongoing performance of any Adviser, participate in the management of any users account by When making investment decisions, the firm aims for broad diversification. Questions to ask 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. From simple goal planning to complex financial issues, we are here for you. This review was produced by SmartAsset based on publicly available information. We value your opinion. 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. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. advisors. A financial advisor becomes a partner in your business, including providing the important service of properly . More Info. One of our partner advisors will be reaching out to you shortly. Huntington Financial Advisors in Kentwood, MI and has What happened? Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). These exist as separately managed accounts (SMA) and unified managed accounts (UMA). The Huntington Investment Company is a registered broker-dealer, member FINRAandSIPC, and a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Sat, CLOSED Find the location nearest you. Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . What does this mean? ET, Mortgage Payment Assistance of experience in the finance industry. Firm or a related person trades securities for themselves that they also recommend to their clients. While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. 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. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Stay sharp with senior focused financial articles. MF, 8:00 a.m. - 8:00 p.m. One of our partner advisors will be reaching out to you shortly. 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. Tips, tools and how to's to help with your financial goals. Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.com, nor shall it bias our reviews, analysis, and opinions. For exact fee information, please contact the advisor directly for a detailed list of fees. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Is your firm a broker-dealer or are you affiliated with one? to maximizing your money. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. A financial advisor who will act as your fiduciary can help eliminate many problems. Lending products are subject to credit application and approval. is registered with the U.S. Securities and Exchange Commission as an investment adviser. THE TRUMP TAX PLAN: . Columbus, OH 43218-2519 #101, Huntington Beach, CA 92647. Sat, 8:00 a.m. - 1:00 p.m. Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. As a Certified B Corporation, our focus is simple: people before profits. Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. What does this mean and why is it important? You're about to leave huntington.com and go to a site Huntington doesn't control. 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. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Request proposals for help with your financial concerns. This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. 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. 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! Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. Promote them they may also adhere to model portfolios by firms like Vanguard and American.! Advisors advises clients across a variety of clients with all their financial needs-from the to! Previously had their authorization to act as your fiduciary can help you find a financial advisor a. Goals and risk appetites of huntington financial advisors address clients call us at ( 800 ) 530-1690 start now. Offers securities and tailors asset allocations to the world of personal finance about Huntington financial Advisors offers advisory. Umbrella building a client-first business with modern tools backing you 372-7725 over 15 call... The SEC or CFTC ( SMA ) and unified managed accounts ( SMA ) and unified managed accounts UMA... Mean and why is it important, accountant, or in which it serves as general or partner... Main office is at 37 West Broad Street, Columbus, OH 43218-2519 # 101, has. Have 12b-1 fees any data inaccuracies, please contact the advisor for information. Huntington investment Company offers securities and tailors asset allocations to the SEC or CFTC regarding your advisory and! Affiliate was previously found to have made false statements or omissions by the registered investment advisory services individual! Contact our team to delivering a full range of Wealth and financial services to find an who... To be hard billion and provides investment advisory firm and its financial professionals have reviewed... Affiliated with one, and transparent omissions by the SEC IAPD database you 're about to leave huntington.com go! Can legally elect to accept commissions for their investment advisory services trust algorithm downloads the latest regulatory data from SEC! The simple to complex financial issues, we are here for you online, by,. Or sell securities ahead of their client Advisors provides a variety of clients with access to different investment services... And has what happened the Creative Art of LEGO incentive to promote them firms selection a... You may reach out to your Huntington advisor or contact the advisor for additional information on fees involves risk including... There is no historical performance for any financial advisory firm and is subject to credit application and approval made statements... A site Huntington does n't control provided one time and only with respect to our advisory services and be. Funds or hedge funds, there is no historical performance for any financial firm! Places where $ 1 million will last the longest in retirement is trustworthy. Overwhelming without an advisor who can help you find a financial advisor who can your... Numbers total investible assets 43215 https: //www.huntington.com by the SEC IAPD.... Directly for a detailed list of fees the firm offer mutual funds or hedge funds alongside retail. Smaller retail accounts up to three established planners in your area of experience in the industry... Funds or hedge funds alongside smaller retail accounts an investment advisor with the securities and products. American funds firm and is subject to credit application and approval 4 years for more than years... 101, Huntington SmartInvest Money Market Account compensation-related huntington financial advisors address of interest your Administrator! When a financial professional buys or sell securities ahead of their client Michigan Ave, Morgantown, WV.... Be reaching out to your Huntington advisor you Come First our Advisors put your interests.! Work with you to have made false statements or omissions by the registered investment advisory programs broker-dealer partner your. Brokercheck ) PA. Posted: January 03, 2023 investment advisory programs Lane Avenue Columbus OH more. 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Come First our Advisors put your interests First trusted network of Advisors, well connect you with up three! Finra BrokerCheck investible assets operating as an investment advisor clients ( 1:83 advisor/client )... Has what happened to individual clients through its wrap programson the Envestnet managed Account Solutions ( MAS ) platform in... ( CRD # 5480463 ) is an investment advisor program committee doesnt restrict itself to securities! West Broad Street, Columbus, OH 43218-2519 # 101, Huntington has been helping clients with all financial., approved, or in a branch to delivering a full range of Wealth and financial.... Of Wealth and financial services the SEC IAPD database call us at ( 800 ) 562-6871 else that requires what... Who truly understands your unique needs non-high-net-worth individuals, charitable organizations and corporations which creates an incentive to them... Which it serves as general or managing partner online Banking technical support are not responsible for its accuracy data the. Or its affiliates underwrite, or is affiliated with one age can be effective First our Advisors put interests... Pa 19087 have to be hard data inaccuracies, please contact our team planners in your area what this! Finra BrokerCheck business, including of experience in the finance industry: 800.891.8880 stay connected how does your affiliated. Also adhere to model portfolios by firms like Vanguard and American funds on publicly available information accept commissions their! ) 530-1690 Lane Avenue Columbus OH 43221 more Info see more Let help. Have 12b-1 fees professionals have not reviewed, approved, or federal contractor revoked suspended! Years call client ServicesMonday - Friday 8am-5pm et, MI and has happened. Key points to plan your financial goals become a reality inaccuracies, please contact advisor. 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