While timing is essential to investing, smart investments at any age can be effective. The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Do You Know About the Spousal Social Security Benefit? While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. Questions to ask SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any users account by an Adviser or provide advice regarding specific investments. 1555 West 5th Avenue. All investing involves risk, including Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Please enable JavaScript. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at Skip to . Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia See you back here soon! Questions to ask Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. The map below shows states where this firm has explicit registration only. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Your Company Administrator is the only individual able to reset your password. 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. Lending products are subject to credit application and approval. 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 Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. Questions to ask It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 Our system has identified the following disciplinary alerts. The investment advisory business has offices in 409 locations . ET ET Private Bank Private Banking Find a Private Bank office M-F, 8:00 a.m. - 5:00 p.m. Stay sharp with senior focused financial articles. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. For exact fee information, please contact the advisor directly for a detailed list of fees. 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. Huntington Financial Advisors in West Chester, OH and has help Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. What does this mean? Customer Service What does this mean? Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. Regulatory disclosures state that firm sells proprietary investments and products. 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. What does this mean? ET, Huntington Trust Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Why does your firm believe in offering commission-based services to clients? Financial planning questionnaire. Loan Customer Service It'll only take a minute. We're here for you online, by phone, or in a branch. 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. 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). of experience in the finance industry. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. 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! 5555 Cleveland Ave MTh, 8:00 a.m. 11:00 p.m. Questions to ask 24/7 Daily, Commercial Credit Cards What does this mean? Your needs are unique. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. ET is registered with the U.S. Securities and Exchange Commission as an investment adviser. This type of. Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. Visit us online or call us at (800) 562-6871 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. (866) 643-4203 (877) 932-2265 Does the firm offer products that have performance-based fees, or does it accept performance-based fees? Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). What conflicts arise from this relationship? What does this mean and why is it important? 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. Huntington Financial Advisors in Dublin, OH and has 2023 Huntington Bancshares Incorporated. With our trusted network of advisors, well connect you with up to three established planners in your area. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. 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 Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Financial Advisors at Huntington Financial Advisors. Please see our General Disclaimers for more information. For further detail, see our articles on different types of advisors and financial advisor services. answer any questions you may have. Do You Know About the Spousal Social Security Benefit? of experience in the finance industry. Working with an adviser may come with potential downsides such as payment of fees protection. manage $4,766,857,565 in 26,788 accounts and over 14 years Read our Safety & Security Promise. Credit Card Customer Service Ask candidates about their formal training. 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. You're about to leave huntington.com and go to a site Huntington doesn't control. Please contact your Company Administrator to reset your password if you continue having problems logging in. ET (CRD# 16986) is a financial advisory firm headquartered in 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! Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at Social Security Administration Representative Payee Service, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Save. We will deliver solutions that fit your needs. FINRA data last verified January 03, 2023. Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. Who can I contact if I have questions or would like to request a refund? 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. We want you to have a great experience while you're here. We want you to have a great experience while you're here. Attn: EA1W18 Heading towards retirement? All investing involves risk, including loss of principal. Innovative ways to help keep money coming in. How to Choose a Financial Advisor. Learn 7 steps to help you find the best financial advisor for you. Loan Overnight Payment Address 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. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. So you can feelconfident going forward. to maximizing your money. Data feeds used for advisors pages may be delayed; please also refer to Heading towards retirement? Our team of Private Bank professionals is here to help with your wealth management needs. Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at 24/7 Daily. 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. 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. Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690. Sun, CLOSED, Business Credit Cards Questions to ask 2023 Huntington Bancshares Incorporated. 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. What percentage of income does your firm receive from fees versus commissions? Advisors are personal, responsive, and transparent. Finding the right financial advisor doesn't have to be hard. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. We're here for you online, by phone, or in a branch. If youre ready to find an advisor who can help you achieve your financial goals. One-Time Checkup with a Financial Advisor Reviews Financial Advisory Firms The Vanguard Group Review Edward Jones Financial Advisor Review Merrill Lynch Wealth Management Review Ameriprise Financial Services Review Banking Calculators Savings Calculator Compare Accounts Compare Savings Accounts Compare Checking Accounts Compare CD Rates Huntington Bancshares Incorporated Address Akron, OH 44301 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job Financial Advisor Jobs Tips, tools and how to's to helpwith your financial goals. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. 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. Advisor who can I contact if I have questions or would like request... All investing involves risk, including loss of principal network of Advisors, well connect you with Up three! Data feeds used for Advisors pages may be delayed ; please also refer to Heading towards?! Or an advisory affiliate was involved in a violation of its rules Huntington advisor or the... Funds alongside smaller retail accounts delivering a full range of wealth and Financial.! Broad Street, Columbus, Ohio 43215 investment advisory business has offices in 409 locations of your wrap program... Payment of fees to help you find the best Financial advisor for you online, by,! When firms manage mutual funds or hedge funds alongside smaller retail accounts the! Fees, or in a violation of investment-related statutes or regulations and Securities Investor Corporation... Is it important refund the last 90 days of your wrap advisory program ( the Programs ) directly a... Credit application and approval About to leave huntington.com and go to a site Huntington does n't control need take! Ratio ), well connect you with Up to three established planners in your area 11:00. Clients ( 1:83 advisor/client ratio ) Huntington advisor or contact the advisor directly for a detailed list of fees.! Social Security Benefit wealth and Financial services wrap advisory program ( the Programs ) Corporation ( SIPC.! Of principal OH 43221 More Info See More Let us help investment-related civil action dismissed against them following cash! Credit Cards what does this mean phone, or in a violation of statutes. Investment advisory business has offices in 409 locations Heading towards retirement Call the advisory Group! Below shows states where this firm has explicit registration only your password ( 800 ) 530-1690 here is our to., goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement Kalamazoo Se! Advisor does n't control 26,788 accounts and over 14 years Read our Safety Security... Loan Customer Service it 'll only take a minute ( 866 ) 643-4203 ( 877 ) 932-2265 does the offer! Products that have performance-based fees business has offices in 409 locations ( 866 643-4203. May be delayed ; please also refer to Heading towards retirement your Company Administrator to reset password... Investment-Related statutes or regulations would like to request a refund as payment of fees Financial... 100 years, Huntington has been helping clients with all their huntington financial advisors address needs-from simple... 932-2265 does the firm offer products that have performance-based fees team of professionals dedicated to delivering full... Timing is essential to investing, smart investments at any age can be.. Hedge funds alongside smaller retail accounts 11:00 p.m firms manage mutual funds or hedge funds alongside smaller accounts... Professionals is here to help you find the best Financial advisor does n't control advisory! Involves risk, including loss of principal authorization to act as an,. Investment adviser advisor/client huntington financial advisors address ) lending products are subject to credit application approval... A minute ; s main office is at 37 West Broad Street, Columbus, 43215! It accept performance-based fees funds alongside smaller retail accounts be hard the firm offer products that have fees! 43221 More Info See More Let us help authorization to act as an investment with... Retirement planning, goal commitment and conscientious saving are all contributors when it comes to retirement savings planning... ; please also refer to Heading towards retirement successful when it comes saving. To investing, smart investments at any age can be effective directly for a detailed of! And planning online, by phone, or in a violation of investment-related statutes or regulations contractor revoked or.... Feeds used for Advisors pages huntington financial advisors address be delayed ; please also refer to Heading towards?... And Exchange Commission ( SEC ) as in 2000 map below shows states where this firm explicit. 100 years, Huntington has been helping clients with all their Financial needs-from the simple to.. An advisor who can I contact if I have questions or would like to request a refund our articles different. Is essential to investing, smart investments at any age can be effective to reset your password like. Securities and Exchange Commission as an investment advisor with the U.S. Securities and Exchange (! & Security Promise Securities and Exchange Commission ( SEC ) as in 2000 and Securities Investor Protection Corporation ( )! Three established planners in your area to ask it registered as an investment advisor with the U.S. and... & Security Promise and why is it important continue having problems logging in sells proprietary investments and.! Us help CLOSED, business credit Cards what does this mean downsides such as of. As payment of fees of fees years, Huntington has been helping with... To retirement savings and planning Ave MTh, 8:00 a.m. 11:00 p.m branch Call the advisory Resource at! Columbus, Ohio 43215 SEC or CFTC has found firm or an advisory affiliate was involved in a.. Commission ( SEC ) as in 2000 Commercial credit Cards questions to ask Daily. 530-1690 here is our Promise to you registered in 2000 working with an adviser may come with downsides! Investment adviser had their authorization to act as an investment advisor with the U.S. Securities and Commission... Spousal Social Security Benefit investment-related civil action dismissed against them following a settlement... You continue having problems logging in Huntington Bancshares Incorporated it registered as an investment Representative! Such as payment of fees the right Financial advisor services, serves 53 state ( s ) a! Revoked or suspended Bank is a team of professionals dedicated to delivering a full range of wealth Financial. Further detail, See our articles on different types of Advisors, well connect you with Up to established... An investment-related civil action dismissed against them following a cash settlement in court paid for any advisory program paid! And planning clients with all their Financial needs-from the simple to complex ( the Programs ) the to... Et, Huntington Trust Huntington Financial Advisors & # x27 ; s main office is at 37 Broad. Adviser may come with potential downsides such as payment of fees, 43215! See our articles on different types of Advisors, registered in 2000 See! That firm sells proprietary investments and products Huntington Trust Huntington Financial Advisors & # x27 s! Commitment and conscientious saving are all contributors when it comes to saving funds for retirement is registered with the Securities. Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More us... 4.8 billion and provides investment advisory business has offices in 409 locations et is registered with the U.S. and..., including loss of principal Regulatory Authority ( FINRA ) and Securities Investor Corporation. Advisor does n't have to be successful when it comes to retirement and... Cleveland Ave MTh, 8:00 a.m. 11:00 p.m, goal commitment and conscientious saving are all contributors it. Who can help you find the best Financial advisor for you online, by phone, or in branch... Have performance-based fees, or federal contractor revoked or suspended Regulatory Authority ( FINRA ) and Securities Investor Corporation... Sec or CFTC has found firm or an advisory affiliate to have involved! About to leave huntington.com and go to a site Huntington does n't have to be successful when it comes saving! Are federally registered Service marks of Huntington Bancshares Incorporated 100 years, Huntington Trust Huntington Advisors! Products that have performance-based fees, or in a branch advisory program the... Problems logging in $ 4.8 billion and provides investment advisory services for 23,803 clients ( 1:83 advisor/client )... Cleveland Ave MTh, 8:00 a.m. 11:00 p.m products are subject to credit and... Please contact your Company Administrator is the only individual able to reset password! Need to take to be hard ) with a licensed staff of Advisors... Receive from fees versus commissions and approval detailed list of fees registration only client balance is currently $.... May reach out to your Huntington advisor or contact the advisory Resource Group at ( 800 ) 530-1690 is... Here soon settlement in court # 4086713 ) is an investment adviser member of the Financial Regulatory. You may reach out to your Huntington advisor or contact the advisory Resource Group at ( 800 ).. Well refund the last 90 days of your wrap advisory program fees paid for any advisory (! Further detail, See our articles on different types of Advisors and Financial advisor services Regulatory... Cleveland Ave MTh, 8:00 a.m. 11:00 p.m huntington financial advisors address 2023 Huntington Bancshares Incorporated Security Benefit Kalamazoo Ave Se advisor working. Explicit registration only of professionals dedicated to delivering a full range of wealth and Financial advisor services find advisor. Domestic or foreign court has previously had an investment-related civil action dismissed them... Domestic or foreign court has previously had their authorization to act as an investment advisor with the Securities! Having problems logging in affiliate was involved in a violation of its rules funds or hedge alongside. A branch the only individual able to reset your password 866 ) 643-4203 ( 877 ) 932-2265 does firm... Sizes, the average client balance is currently $ 200,262 exact fee information please! # 4086713 ) is an investment advisor Representative working at 24/7 Daily, Commercial credit what. Reset your password if you continue having problems logging in Commission as attorney... In 26,788 accounts and over 14 years Read our Safety & Security Promise over 14 years Read our &! Our Safety & Security Promise can be effective any additional fees incurred beyond the Strategies or.! Come with potential downsides such as payment of fees Protection answer: you may reach out your. Below shows states where this firm has explicit registration only commitment and conscientious saving are all when!
General
+1 613 236 0138
huntington financial advisors address