Attn: EA1W18 A financial advisor becomes a partner in your business, including providing the important service of properly . Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers Does the firm offer products that have performance-based fees, or does it accept performance-based fees? P.O. We can help your financial goals become a reality. and is registered to serve investors in New Jersey. Do not rely solely on the information on this page. See you back here soon! It is registered to provide services to investors throughout 51 U.S. states and territories. Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. over 10 years The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. 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. Sun, CLOSED. Please contact your Company Administrator to reset your password if you continue having problems logging in. Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. Do I have to exit my Huntington advisory relationship to request a refund. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 We do not manage client funds or hold custody of assets, we help users connect with relevant financial Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). We want you to have a great experience while you're here. Financial plans and investment portfolios are always unique to the client's personal financial situation. Huntington National Bank Financial Planning For exact fee information, please contact the advisor directly for a detailed list of fees. To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at reportfraud@huntington.com. SmartAssets To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Stay sharp with senior focused financial articles. ET (866) 643-4203 They manage $4,766,857,565in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). 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. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. MTh, 8:00 a.m. 11:00 p.m. We will act in your best interest. 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. Remember to check your email for a link to download our free guide, answer any questions you may have. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. These figures are provided as a general guideline for research purposes. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Questions to ask Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. Sat, 8:00 a.m. - 2:00 p.m. Since none is actually required to be a financial advisor, any notable industry. The information may be inaccurate, incomplete or outdated. This type of. ET, Tel. Your Company Administrator is the only individual able to reset your password. ET over 36 years Columbus, OH. (800) 323-4695 Huntington Installment Loans CRD# 1065232. Learn more. 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. With our trusted network of advisors, well connect you with up to three established planners in your area. Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. What are Discretionary and Non-Discretionary Spending. over 14 years Huntington (516) 358-9455 (800) 990-9455. . Please contact the advisor for additional information on fees. Terms of Use | Disclaimers | Privacy Policy. Get competitive proposals from multiple advisors. Columbus, OH 43218 compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. Transparent, responsive, and objective. for the current data. Contact. Our Advisory Satisfaction Promise to you. 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. Working together, we help you Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. Do You Know About the Spousal Social Security Benefit? Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. 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. We will be prompt, courteous, andresponsive. Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. M F, 8:00 a.m. - 9:00 p.m.ET What does this mean? Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. ET, Loan Payment Address Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. #101, Huntington Beach, CA 92647. 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. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. protection. 2023 Huntington Bancshares Incorporated. ET Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. While this can be seen as "eating your own cooking," there are conflicts that may arise. Is your firm a broker-dealer or are you affiliated with one? Working with an adviser may come with potential downsides such as payment of fees SmartAsset does not When? Huntington Financial Advisors in West Chester, OH and has The Huntington National Bank We value your opinion. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. 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 regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. 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. With our trusted network of advisors, well connect you with up to three established planners in your area. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Different privacy and security practices may apply. in. What does this mean? The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. . Data feeds used for advisors pages may be delayed; please also refer to Sun, CLOSED, Business Credit Cards Does your fim accept soft-dollar benefits? 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). These conflicts can negatively impact clients via hidden fees and overall higher costs. Supplementary information may be provided by listed advisors or their representatives. Tips, tools and how to's to help with your financial goals. These figures are provided as a general guideline for research purposes. MF, 8:00 a.m. - 5:00 p.m. 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. 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. 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! over 14 years What does this mean? Robert A. Billstein. Sat, 8:00 a.m. - 1:00 p.m. What are Discretionary and Non-Discretionary Spending. Questions to ask 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: Huntington Financial Advisors in Nitro, WV and has Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. Box 182387 Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.com, nor shall it bias our reviews, analysis, and opinions. What happened? We can help safeguard your With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. ET 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! The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. ET Help us keep your information up-to-date. See you back here soon! 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. Team of professionals dedicated to delivering a full range of wealth and financial services that you... 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