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. What does this mean? Firm can legally elect to accept commissions for their investment advisory services. National Advice Center Osj, 3 Cascade Plaza. What does this mean? Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Bloomingdale, IL. Your needs are unique. Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). 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, As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. matches you withup to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. 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. answer any questions you may have. of experience in the finance industry. Questions to ask Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". 2023 Huntington Bancshares Incorporated. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. 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. What does this mean? Request Information. Answer: No. solutions for growing your prepare for major life events, Is your firm affiliated with a law firm in any capacity? Our partners compensate us through paid advertising. Transparent, responsive, and objective. Operating as an online business, this site may be compensated through third party advertisers. It is registered to provide services to investors throughout 51 U.S. states and territories. insurance or more specialized 2016 Wealthminder, Inc. All rights reserved. Different privacy and security practices may apply. One of our partner advisors will be reaching out to you shortly. Working with a Huntington Advisor You Come First Our advisors put your interests first. Similar Advisors. A . Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. Sat, 8:00 a.m. 4:00 p.m. (866) 643-4203 The Huntington National Bank More Info. Remember to check your email for a link to download our free guide, 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. For the most up-to-date information, please view the applicable SEC and FINRA reports above. How do we make money? For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Questions to ask , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. of experience in the finance industry. How does your firm mitigate them? 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 What does this mean and why is this important? The firm's website is not secure by modern internet standards. Box 182519 over 7 years Get matched with an advisor today. 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. Sat, 8:00 a.m. - 1:00 p.m. ET These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Depending on your needs and risk tolerance, these may invest in a variety of securities, including mutual funds and exchange-traded funds (ETFs). Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. With our trusted network of advisors, well connect you with up to three established planners in your area. ET Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Working with an adviser may come with potential downsides such as payment of fees For example, front-running is when a financial professional buys or sell securities ahead of their client. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. 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 Credit Card Customer Service These figures are provided as a general guideline for research purposes. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. The Huntington National Bank (800) 323-4695 Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. Questions to ask 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. Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. What are Discretionary and Non-Discretionary Spending. 2023 Senior Finance Advisor Inc. All rights reserved. (800) 445-8460 While partners may pay to provide offers or be featured, e.g. 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 Questions to ask Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). 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, 24/7 Daily, Credit Card Payment Assistance - Personal & Business (877) 932-2265 After your visit, would you be willing to provide some quick feedback? Lending products are subject to credit application and approval. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. . Terms of Use | Disclaimers | Privacy Policy. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. All information was accurate as of the writing of this article. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 over 8 years ET The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . answer any questions you may have. Learn more. What does this mean and why is it important? Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. ET, Huntington Trust over 10 years Take a financial assessment to get on top of your financial planning and reach your retirement goals. 2023 Senior Finance Advisor Inc. All rights reserved. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Financial plans and investment portfolios are always unique to the client's personal financial situation. Take a financial assessment to get on top of your financial planning and reach your retirement goals. All investing involves risk, including loss of principal. 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). 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. Your Company Administrator is the only individual able to reset your password. over 9 years SVP / VP Financial Advisor job in Huntington at Farther. See you back here soon! 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. Remember to check your email for a link to download our free guide, It'll only take a minute. What does this mean and why is this important? over 36 years 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. Our goal is to retain your relationship and your business. Learn 7 steps to help you find the best financial advisor for you. 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). Will anyone that was involved be involved with my accounts in any capacity? What does this mean? Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. Loan Payoff Address We've notified our engineers who will investigate this immediately. 5555 Cleveland Ave ET. Robert A. Billstein. over 14 years Lending products are subject to credit application and approval. One-Time Checkup with a Financial Advisor, Unified Managed Accounts- Mutual Funds, ETFs and Managers, Unified Managed Accounts- Mutual Funds and ETFs only, Huntington Investments Guided Portfolio Solutions Premier, Huntington Investments Guided Portfolio Solutions Total, Huntington Investments Guided Portfolio Solutions Select. Sun, CLOSED, Mortgage Online Support We're here for you online, by phone, or in a branch. 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. Your Company Administrator is the only individual able to reset your password. Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. ET Private Bank Private Banking Find a Private Bank office M-F, 8:00 a.m. - 5:00 p.m. Help us keep your information up-to-date. Learn 7 steps to help you find the best financial advisor for you. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. 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. Any data inaccuracies, please contact our team. 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. John Altieri (CRD# 5365596) is an Investment Advisor Representative working at Ask candidates about their formal training. ET In total, Huntington Financial Advisors manages $4.8 billion in assets. over 4 years What does this mean? The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Do You Know About the Spousal Social Security Benefit? Stay sharp with senior focused financial articles. With our trusted network of advisors, we'll connect you with up to three established planners in your area. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at 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. Wealth and financial services risk, including loss of principal # 5365596 ) is an investment Advisor Representative at! 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