Posted: December 30, 2022. Firm performs side-by-side management with accounts that have differing fee structures. Advisors are personal, responsive, and transparent. 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. Our partners compensate us through paid advertising. Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select answer any questions you may have. What happened? (800) 323-9865 Financial security doesnt happen overnight. From 2023 Huntington Bancshares Incorporated. Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. Fax (614) 480-6009 Full-Time. Please contact the advisor for additional information on fees. 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. These brief overviews of fees are based on a percentage of client assets under management (AUM). What does this mean? Private Banking What does this mean and why is it important? The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. 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. 5555 Cleveland Ave What does this mean and why is it important? Tips, tools and how to's to helpwith your financial goals. So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. Huntington. Columbus, OH. How does your firm mitigate them? Huntington Private Bank What are Discretionary and Non-Discretionary Spending. We dont offer in-house mutual funds. over 9 years Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. 410 West 10th Avenue. What does this mean and why is it important? The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. Why doesnt your firm use a secure website? Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. Learn 7 steps to help you find the best financial advisor for you. Venetia Abulaban (CRD# 1431999) is an Investment Advisor Representative working at Data feeds used for advisors pages may be delayed; please also refer to Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. 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. ET over 36 years Questions to ask of experience in the finance industry. Huntington Advisors are personal, responsive, and transparent. help Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. Does your firm perform side-by-side management? 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. Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. Sun, CLOSED, Apply for a Mortgage Loan Payoff Address We do not manage client funds or hold custody of assets, we help users connect with relevant financial From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. MF, 8:00 a.m. - 5:00 p.m. Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? 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. Theyll explain their services and can 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. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Firm or a related person trades securities for themselves that they also recommend to their clients. Columbus, OH 43231 How to Choose a Financial Advisor. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Is your firm a broker-dealer or are you affiliated with one? of experience in the finance industry. See you back here soon! serve the financial needs of clients across 53 states (or territories). Sales: 877.345.5256 Support: 800.891.8880 stay connected These exist as separately managed accounts (SMA) and unified managed accounts (UMA). #101, Huntington Beach, CA 92647. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at Brookgate Banking Office, 5881 Smith Road. 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. Firm's/Financial Professional's investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. Huntington Installment Loans MF, 9:00 a.m. to 5:00 p.m. Skip to . How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at reportfraud@huntington.com. P.O. planning for retirement, Questions to ask Sat, 8:00 a.m. - 1:00 p.m. stocks to bonds to mutual funds Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. 2023 Senior Finance Advisor Inc. All rights reserved. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. 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 Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). There are no guarantees that working with an adviser will yield positive returns. Please contact the advisor for additional information on fees. Your investment strategy is key Heading towards retirement? Credit Card Customer Service Sun, CLOSED, Business Credit Cards Due to the sensitive nature of resetting passwords, email requests are not recommended. As a result, we do not support personal reviews on the site. More Info. There is nothing cookie cutter about our process. Working with an adviser may come with potential downsides such as payment of fees You're about to leave huntington.com and go to a site Huntington doesn't control. 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. (888) 696-9982 Here's how we make money. Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia Stay sharp with seniorfocused financial articles. of experience in the finance industry. So you can feel confident going forward. Investing can be a great part of your financial picture if you understand a few key points. insurance or more specialized Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. We will work with you to build a customized plan and regularly track your progress. Questions to ask They may also adhere to model portfolios by firms like Vanguard and American Funds. Daily, 7:00 a.m. - 7:00 p.m. Whether youre looking to stay engaged or stay afloat, start planning now. Contact. Learn 7 steps to help you find the best financial advisor for you. We're here for you online, by phone, or in a branch. Investor.com is your trustworthy guide to the world of personal finance. Financial Planning whether it's saving for college, Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. What does this mean and why is it important? What does this mean? over 23 years Tips, tools and how to's to help with your financial goals. What Are the Best Investments for Retirement? The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. Our Financial Advisors partner . (CRD# 16986) is a financial advisory firm headquartered in While StockBrokers.com has all data verified by industry participants, it can vary from time to time. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Financial Advisor at Huntington Financial Advisors Gaylord, Michigan, United States 546 followers 500+ connections Join to connect Huntington Financial Advisors About Experienced. Huntington Financial Advisors. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). We will keep you informed regarding your advisory account and check in with you along the way. We want you to have a great experience while you're here. Our team of Private Bank professionals is here to help with your wealth management needs. What Are the Best Investments for Retirement? The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investment Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and In total, Huntington Financial Advisors manages $4.8 billion in assets. Sat, 8:00 a.m. - 2:00 p.m. Sun, 8:00 a.m. - 5:00 p.m. Help us keep your information up-to-date. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Huntington Financial Advisors in Kalamazoo, MI and has Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. This could also limit the number and diversity of investment options available and may impact their transferability. over 4 years 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. 2023 Senior Finance Advisor Inc. All rights reserved. Sat, 8:00 a.m. - 2:00 p.m. Learn more. What does this mean and why is it important? 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. The Huntington National Bank Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. In your 50s, theres still time to earn returns on investments. Unlike HTTPS connections, HTTP connections are not encrypted. All investing involves risk, including loss of principal. One of our partner advisors will be reaching out to you shortly. We can help your financial goals become a reality. For further detail, see our articles on different types of advisors and financial advisor services. All information was accurate as of the writing of this article. What does this mean and why is it important? The Promise does not include fees for other types of investment accounts and products such as brokerage and insurance or other Huntington Private Bank products and services. Stay sharp with senior focused financial articles. What does this mean and why is it important? SEC.gov Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. A financial advisor who will act as your fiduciary can help eliminate many problems. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). 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. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. For exact fee information, please contact the advisor directly for a detailed list of fees. Description. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. What percentage of income does your firm receive from fees versus commissions? Visit us online or call us at (800) 562-6871 Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Will anyone that was involved be involved with my accounts in any capacity? Tips, tools and how to's to helpwith your financial goals. Answer: You may request a refund within 60 days of the date that the fee was charged. Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at The most reputable financial advisors for seniors are the ones who are not only knowledgeable and qualified about retirement planning and after-retirement financial strategizing, but also the ones you can trust. help We will be transparent about the fees we charge. SmartAssets Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. 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. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. 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. ET, Huntington Trust 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 figures are provided as a general guideline for research purposes. Will any of my assets be invested in those products? If youre ready to find an advisor who can help you achieve your financial goals. How long will it take to receive my refund? Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at Columbus, OH 43218-2519 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: 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, What conflicts arise from this relationship? Columbus, OH 43231 Address. 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. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. 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. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). 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. Further detail, See our articles on different types of Advisors and financial services Username Last... As separately managed accounts ( SMA ) and unified managed accounts ( UMAs ) managing partner nor FINRA tracks performance! 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