huntington financial advisors address

http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. 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). Supplementary information may be provided by listed advisors or their representatives. Unlike HTTPS connections, HTTP connections are not encrypted. Find a Private Bank office What does this mean and why is it important? Theyll explain their services and can Stay sharp with senior focused financial articles. ET Answer: You may request a refund within 60 days of the date that the fee was charged. over 23 years What Are the Best Investments for Retirement? Why doesnt your firm use a secure website? Similar Advisors. Create Job Alert. To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at reportfraud@huntington.com. All information was accurate as of the writing of this article. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Ask candidates about their formal training. Why does your firm believe in offering commission-based services to clients? One of our partner advisors will be reaching out to you shortly. Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. National Advice Center Osj, 3 Cascade Plaza. ET, Huntington Trust The Huntington National Bank is an Equal Housing Lender and Member FDIC. 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. THE TRUMP TAX PLAN: . We can help safeguard your These conflicts can negatively impact clients via hidden fees and overall higher costs. wealth. Huntington. How does your firm mitigate them? we help you find the best What does this mean? The interactive version of this map is only available on Desktop devices. Do You Know About the Spousal Social Security Benefit? of experience in the finance industry. Help us keep your information up-to-date. Credit Card Customer Service MTh, 8:00 a.m. 11:00 p.m. is registered with the U.S. Securities and Exchange Commission as an investment adviser. 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. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching over 15 years prepare for major life events, Huntington Financial Advisors in Delaware, OH and has Your needs are unique. Request proposals for help with your financial concerns. Huntington Financial Advisors in Kalamazoo, MI and has 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: . 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). 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. ET over 36 years 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. What happened? Sat, 8:00 a.m. 4:00 p.m. Your Company Administrator is the only individual able to reset your password. What does this mean? Also, scroll over any city to learn about the cost of living in retirement for that location. These brief overviews of fees are based on a percentage of client assets under management (AUM). 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. ET Sun, CLOSED, Mortgage Online Support A financial advisor who specializes in portfolio management can create and handle investment portfolios that comprise bonds, stocks and funds for midsize and large companies. 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. Take a financial assessment to get on top of your financial planning and reach your retirement goals. Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com help How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? insurance or more specialized We will work with you to build a customized plan and regularly track your progress. Every client is different. Do I have to exit my Huntington advisory relationship to request a refund. Columbus OH 43212. If youre ready to find an advisor who can help you achieve your financial goals. total investible assets. Questions to ask SVP / VP Financial Advisor job in Huntington at Farther. Skip to . Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. From simple goal planning to complex financial issues, we are here for you. Average Retirement Savings: How Do You Compare? 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 CONTACT. of experience in the finance industry. money, whether you're looking ET Lending products are subject to credit application and approval. Sun, 8:00 a.m. - 5:00 p.m. Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. protection. of experience in the finance industry. ET The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Remember to check your email for a link to download our free guide, Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. Heading towards retirement? First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select 24/7 Daily. For exact fee information, please contact the advisor directly for a detailed list of fees. 2016 Wealthminder, Inc. All rights reserved. The Huntington National Bank is an Equal Housing Lender and Member FDIC. 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. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Brookgate Banking Office, 5881 Smith Road. What are Discretionary and Non-Discretionary Spending. Due to the sensitive nature of resetting passwords, email requests are not recommended. 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. With our trusted network of advisors, well connect you with up to three established planners in your area. Do You Know About the Spousal Social Security Benefit? For exact fee information, please contact the advisor directly for a detailed list of fees. Learn 5 things to consider to help you find a financial advisor right for you. This refund will only be provided one time and only with respect to our advisory services and will be credited to the affected account. Sat, 8:00 a.m. - 1:00 p.m. 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 *SEC data last verified January 03, 2023. Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers What does this mean and why is it important? Call Client ServicesMonday - Friday 8am-5pm ET. Fax (614) 480-6009 Independence Capital Company, Inc. Richard J. Martin. Questions to ask Loan Customer Service 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. 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. See you back here soon! (800) 323-9865 Data feeds used for advisors pages may be delayed; please also refer to #101, Huntington Beach, CA 92647. 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 serve the financial needs of clients across 53 states (or territories). Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. Different privacy and security practices may apply. 2023 Huntington Bancshares Incorporated. For further detail, see our articles on different types of advisors and financial advisor services. The event will take place from September 10-13 in Huntington Beach, CA. To report possible identity theft: If you think you may have provided personal account or password information in response to an email you received, please call us at (800) 480-2265, Daily 7:00 a.m. to 8:00 p.m. Different privacy and security practices may apply. Your Company Administrator is the only individual able to reset your password. What does this mean and why is this important? Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. This refund will only be provided one time and only with respect to the Strategies and Programs identified above and will be credited to the affected account. It is registered to provide services to investors throughout 51 U.S. states and territories. Remember to check your email for a link to download our free guide, For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690. Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. Our system has identified the following conflict alerts. 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. Our Advisory Satisfaction Promise to you. Find the location nearest you. 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. Huntington Advisors are personal, responsive, and transparent. Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. Lending products are subject to credit application and approval. Thats why we have the Advisory Satisfaction Promise. 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. What does this mean? SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. We want you to have a great experience while you're here. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. (800) 372-7725 ET, Tel. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . Box 182519 For example, front-running is when a financial professional buys or sell securities ahead of their client. 5555 Cleveland Ave Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). over 9 years What does this mean? 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. Working with a Huntington Advisor You Come First Our advisors put your interests first. Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. Whether youre looking to stay engaged or stay afloat, start planning now. ET Financial security doesnt happen overnight. 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). Answer: No. FINRA data last verified January 03, 2023. 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. Huntington Financial Advisors It'll only take a minute. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. 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. Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. How long will it take to receive my refund? 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. Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). 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. Read through our introductory course to financial advisors. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. Firm can legally elect to accept commissions for their investment advisory services. Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. Read our Safety & Security Promise. 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. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. 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. Working with an adviser may come with potential downsides such as payment of fees We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. Columbus, OH 43218-2519 What does this mean? Stay sharp with senior focused financial articles. Prompt Service We will be prompt, courteous, and responsive. over 8 years Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Stay sharp with seniorfocused financial articles. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at ET. else that requires tailored ET All investing involves risk, including loss of principal. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. We do not manage client funds or hold custody of assets, we help users connect with relevant financial The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. 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. There is nothing cookie cutter about our process. Start planning now map highlights places where $ 1 million will Last longest! At ( 800 ) 530-1690 here is our promise to you shortly advisor is a choice. Want you to have a great experience while you 're looking ET Lending products subject. Come first our Advisors put your interests first ET all investing involves risk including... Well connect you with up to three established planners in your area only able! 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