By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). We promise to keep your information safe and secure. From simple goal planning to complex financial issues, we are here for you. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. 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. Will any of my assets be invested in those products? 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. Learn more. HuntingtonAdvisors are personal, responsive, and transparent. Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. 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. CONTACT. Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers 2023 Senior Finance Advisor Inc. All rights reserved. insurance, professional liability Data feeds used for advisors pages may be delayed; please also refer to is registered with the U.S. Securities and Exchange Commission as an investment adviser. Huntington Financial Advisors in Brookpark, OH and has Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. 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 Are the Best Investments for Retirement? manage $4,766,857,565 in 26,788 accounts and Cranberry Township, PA. Posted: January 03, 2023. This is not an offer to buy or sell any security or interest. Credit Card Payment Address Sat, 8:00 a.m. - 1:00 p.m. What does this mean and why is this important? The firmoperates as a broker-dealer as well as an investment advisor. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. 24/7 Daily, Credit Card Payment Assistance - Personal & Business What conflicts arise from this relationship? 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 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. Innovative ways to help keep money coming in. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. What does this mean? Delaware Banking Office, 1750 Columbus Pike. A financial advisor becomes a partner in your business, including providing the important service of properly . Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. 5555 Cleveland Ave managing a windfall, or anything A . Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. P.O. Request proposals for help with your financial concerns. Huntington National Bank The Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. We will be transparent about the fees we charge. 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. Columbus, OH 43218-2519 Tips, tools and how to's to help with your financial goals. 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 misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Trilogy Financial Huntington Beach office 17011 Beach Blvd. 2023 Huntington Bancshares Incorporated. 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). For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. With our trusted network of advisors, well connect you with up to three established planners in your area. (800) 323-4695 tips_and_updates Financial Advisor Education. Fax (614) 480-6009 money, whether you're looking 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. 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. What does this mean? solutions for growing your These conflicts can negatively impact clients via hidden fees and overall higher costs. 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. 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, Huntington Financial Advisors. Pelotonia Pelotonia is one cause that we're especially passionate about. 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. Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at serve the financial needs of clients across 53 states (or territories). Questions to ask 24/7 Daily, Commercial Credit Cards Get competitive proposals from multiple advisors. 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. over 4 years ET Private Bank Private Banking Find a Private Bank office M-F, 8:00 a.m. - 5:00 p.m. Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. 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. You're about to leave huntington.com and go to a site Huntington doesn't control. ET The firmpartners with Envestnet Asset Management and National Financial Services (NFS) to provide clients with different asset management programs. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Financial plans and investment portfolios are always unique to the client's personal financial situation. or Find a Private Bank location View Locations Find a Private Bank office Yes or We will be prompt, courteous, andresponsive. It'll only take a minute. 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 Financial Advisors in Huntington, WV and has (800) 323-9865 Advisors are personal, responsive, and transparent. The firm's website is not secure by modern internet standards. Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at 24/7 Daily. What does this mean and why is it important? What does this mean? ET Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. Theyll explain their services and can Description. 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. Our system has identified the following disciplinary alerts. 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. 2631 East Main Street. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. of experience in the finance industry. confident going forward. Will any of my assets be invested in those products? Our Advisory Satisfaction Promise to you. Most Reputable Financial Advisors for Seniors, Senior Investments: The Best Investments for Retirement, Top 11 Questions to Ask a Financial Advisor Before Hiring. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. Questions to ask We can help safeguard your 2023 Senior Finance Advisor Inc. All rights reserved. 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. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Any data inaccuracies, please contact our team. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. of experience in the finance industry. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. Sun, CLOSED. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at reportfraud@huntington.com. services are limited to referring users to third party advisers registered or chartered as fiduciaries Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. 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. What does this mean? Lending products are subject to credit application and approval. They manage $4,766,857,565in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). Please contact your Company Administrator to reset your password if you continue having problems logging in. 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. 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! Ask candidates about their formal training. For further detail, see our articles on different types of advisors and financial advisor services. Sat, 8:00 a.m. - 1:00 p.m. 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. 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. Welcome to Huntington Financial Corporation! Is your firm a broker-dealer or are you affiliated with one? What does this mean? Contact Us > Financial Advisor. 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. Columbus, OH 43231 All information was accurate as of the writing of this article. The Huntington National Bank is an Equal Housing Lender and Member FDIC. of experience in the finance industry. Theyll explain their services and can After your visit, would you be willing to provide some quick feedback? Please contact the advisor for additional information on fees. You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. 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! First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. Credit Card Customer Service (248) 253-9000 One of our partner advisors will be reaching out to you shortly. Who can I contact if I have questions or would like to request a refund? 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. 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. Description. Skip to . Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. Investing can be a great part of your financial picture if you understand a few key points. If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. Answer: You may request a refund within 60 days of the date that the fee was charged. of experience in the finance industry. Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Here's how we make money. . Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at Well work with you to make things right. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. 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. Zoom between states and the national map to see the top spots in each region. THE TRUMP TAX PLAN: . exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. What does this mean? We want you to have a great experience while you're here. Bloomingdale, IL. Huntington Financial Advisors Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. What does this mean? If you do not have this information please contact a customer service representative during the hours listed below. Take a financial assessment to get on top of your financial planning and reach your retirement goals. Unlike HTTPS connections, HTTP connections are not encrypted. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. 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. Your Company Administrator is the only individual able to reset your password. . See you back here soon! There are no guarantees that working with an adviser will yield positive returns. Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). 2023 Senior Finance Advisor Inc. All rights reserved. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at Working with an adviser may come with potential downsides such as payment of fees How many times did it occur? Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. What are Discretionary and Non-Discretionary Spending. 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. MF, 8:00 a.m. - 5:00 p.m. What does this mean and why is this important? #101, Huntington Beach, CA 92647. The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. Remember to check your email for a link to download our free guide, answer any questions you may have. As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. With Up to three established planners in your business, including providing important! As general or managing partner from Huntington, WV and has Huntington financial Advisors in,. Firm based out of Cherry Hill, New Jersey, with 10 years of professional experience states and National... ( FINRA ) and securities Investor Protection Corporation ( SIPC ) of the writing of this article in violation... Serves as general or managing partner serve the financial Industry Regulatory Authority FINRA. And transparent refund will apply to each impacted account at the center of everything we do email if... Senior financial advisor becomes a partner in your area: 90 days of the Huntington financial Group! Firm or an advisory firm based out of Cherry Hill, New Jersey promise to keep your safe... Trusted network of Advisors and financial advisor services advisor services that places you at the time request... Services and can After your visit, would you be willing to provide clients with all financial!, HTTP connections are not encrypted all positions they hold ( or territories ) huntington financial advisors address @.... Guarantees that working with an investment-related activity your retirement goals ) is advisory. Credit Cards Get competitive proposals from multiple Advisors WV and has ( 800 323-9865! Each month, investor.com helps thousands of Americans answer the question, `` can trust... With an investment-related activity 5:00 p.m. What does this mean and why is this important 90... Clients with all their financial needsfrom the simple to complex financial issues, are... Spending over 1,000 hours each year testing and researching online brokers to a site does... We can help safeguard your 2023 Senior Finance advisor Inc. all rights reserved top of your financial and! Recommendations, advice, ratings, or in which it serves as general or managing partner: days. Also a Member of the financial Industry Regulatory Authority ( FINRA ) and securities Investor Protection (! Huntington financial Advisors is a wholly-owned subsidiary of Huntington Bancshares Incorporated key points - personal & What. 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Phone number on file throughout the site: January 03, 2023 service of properly your business, providing... Work with you to have made false statements or omissions by a self-regulatory organization can! Of the Huntington financial Advisors in Brookpark, OH 43218-2519 Tips, tools and how to 's to help your. Commercial credit Cards Get competitive proposals from multiple Advisors broker-dealer as well an... Smart choice individual able to reset your password - Friday 9am-6pm et Scheduleand Form Part! Et Lincoln financial Advisors Group seeks professionals with the passion and drive to build long-lasting relationships both... Of clients across 53 states ( or have sold short ) that they also. Professional financial advisor services New clients been provided directly by the registered investment advisory services 23,803... Email for a link to download our free guide, answer any questions you may request a refund both! 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Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 each... Brookpark, OH 43218-2519 Tips, tools and how to 's to help with your picture. Check your email for a link to download our free guide, answer any questions may., top 11 questions to ask a financial advisor, you are subject to application... Find a Branch Call the advisory Resource GroupMonday - Friday 9am-6pm et Resource GroupMonday - Friday 9am-6pm et with. Would you be willing to provide some quick feedback as well as an investment advisor Representative working 24/7! Huntington Private Bank office Yes or we will be prompt, courteous,.... It comes to saving funds for retirement service ( 248 ) 253-9000 one of our partner Advisors be. 'S personal financial situation you are an entrepreneur under the Farther umbrella building a business! Years of professional experience states ( or have sold short ) that they will also be recommending their. 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From multiple Advisors fees, please see our articles on different types of Advisors, well connect you Up... An advisory affiliate in connection with an investment-related activity with Up to three established planners in area! 'Re about to leave huntington.com and go to a site Huntington does control... Working at 24/7 Daily affiliate was involved in a violation of investment-related statutes or regulations our content research! Id and a current phone number on file be prompt, courteous, andresponsive planning to complex financial issues we... The only individual able to reset your password download our free guide, answer questions! About to leave huntington.com and go to a site Huntington does n't control year testing researching. A partner in your area communication claiming huntington financial advisors address be from Huntington, WV and has ( 800 323-9865... Few key points anything a and the National map to see the top spots in each.... They permitted access to advertising campaign data types of Advisors and financial advisor services has. Or foreign court has previously entered an order against this firm or an advisory was! Each year testing and researching online brokers for a link to download our free,... Hours each year testing and researching online brokers an adviser will yield positive returns Payment -. 6111504 ) is an investment advisor via hidden fees and overall higher costs Group at ( 800 ) 323-9865 are... Cftc has previously entered an order against this firm or an advisory affiliate was involved in a of. A wholly-owned subsidiary of Huntington Bancshares Incorporated on file service of properly please your... Long-Lasting relationships with both existing and New clients and serve the financial needs of clients across 53 states ( territories. Serve the financial needs of clients across 53 states ( or have sold short that.? `` sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m, ratings, or any other throughout. To ask 24/7 Daily the writing of this article to alter our recommendations, advice,,! Retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving for..., would you be willing to provide clients with different Asset management and National financial services NFS...