Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. 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 While StockBrokers.com has all data verified by industry participants, it can vary from time to time. We will be transparent about the fees we charge. ET The Promise does not include fees for other types of investment accounts and products such as brokerage and insurance or other Huntington Private Bank products and services. Will anyone that was involved be involved with my accounts in any capacity? See you back here soon! Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. 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. From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. They may also adhere to model portfolios by firms like Vanguard and American Funds. Firm or an affiliate actively engages in business as a law firm or lawyer. Finding the right financial advisor doesn't have to be hard. What does this mean and why is it important? Do I have to exit my Huntington advisory relationship to request a refund. Questions to ask Box 182387 This review was produced by SmartAsset based on publicly available information. Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. See you back here soon! What are Discretionary and Non-Discretionary Spending. Tips, tools and how to's to help with your financial goals. Our goal is to retain your relationship and your business. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. review the ongoing performance of any Adviser, participate in the management of any users account by As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. ET, Lending products are subject to credit application and approval. Lending products are subject to credit application and approval. How do we make money? Sat, 8:00 a.m. - 2:00 p.m. over 36 years Customer Service All requests for updated information should also be reported directly to the SEC and/or FINRA. Do You Know About the Spousal Social Security Benefit? The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. Do You Know About the Spousal Social Security Benefit? answer any questions you may have. Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at All information was accurate as of the writing of this article. 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). One of our partner advisors will be reaching out to you shortly. Questions to ask First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select 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! MF, 8:00 a.m. - 5:00 p.m. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select 410 West 10th Avenue. ET SVP / VP Financial Advisor job in Huntington at Farther. While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. Your Company Administrator is the only individual able to reset your password. 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. Does your firm offer mutual funds that have 12b-1 fees? Request proposals for help with your financial concerns. You're about to leave huntington.com and go to a site Huntington doesn't control. Please enable JavaScript. 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. ET Private Bank Private Banking Find a Private Bank office M-F, 8:00 a.m. - 5:00 p.m. Sat, CLOSED The Huntington National Bank Our system has identified the following disciplinary alerts. What Are the Best Investments for Retirement? Different privacy and security practices may apply. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. of experience in the finance industry. Contact a Private Bank Advisor | Huntington Bank Private Bank Our Approach Contact a Private Bank Advisor Contact a Private Bank Advisor We'll get back to you shortly. This refund will only be provided one time and only with respect to our advisory services and will be credited to the affected account. money, whether you're looking Our Advisory Satisfaction Promise to you. Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 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, Similar Advisors. 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. Visit Site. So you can feel confident going forward. or Find a Private Bank location View Locations What does this mean and why is it important? 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. Friday, 8:00 a.m. 9:00 p.m. . Transparent, responsive, and objective. Columbus OH 43210. for home and auto insurance, life ET, Huntington Trust Estimate your Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). If youre ready to find an advisor who can help you achieve your financial goals. . Whether youre looking to stay engaged or stay afloat, start planning now. So you can feel. (800) 445-8460 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). Who can I contact if I have questions or would like to request a refund? Remember to check your email for a link to download our free guide, As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. over 7 years Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. The Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. 2631 East Main Street. Many Americans have wondered whether their financial advisor is a fiduciary as the investment world is plagued with conflicts of interest, obscure disclosure and an overall lack of transparency. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. help Here's how we make money. 2023 Senior Finance Advisor Inc. All rights reserved. As a Certified B Corporation, our focus is simple: people before profits. There is nothing cookie cutter about our process. SEC.gov 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 Private Bank is a service mark of Huntington Bancshares Incorporated. 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. Working together, we help you 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. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Innovative ways to help keep money coming in. Visit us online or call us at (800) 562-6871 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). Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. 2023 Huntington Bancshares Incorporated. Read our Safety & Security Promise. Learn more. There are no guarantees that working with an adviser will yield positive returns. For exact fee information, please contact the advisor directly for a detailed list of fees. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Private Banking Investor.com is your trustworthy guide to the world of personal finance. over 15 years Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at 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! Get matched with an advisor today. Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. 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. 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 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. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. 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. Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). confident going forward. 2023 Huntington Bancshares Incorporated. 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. Stay sharp with seniorfocused financial articles. 2023 Senior Finance Advisor Inc. All rights reserved. Attn: EA1W18 Huntington Installment Loans Does your firm perform side-by-side management? Bloomingdale, IL. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. SmartAsset does not ET Innovative ways to help keep money coming in. What does this mean and why is it important? (800) 340-4165 Please contact the advisor for additional information on fees. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Huntington Financial Advisors in Akron, OH and has THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 advisors. Loan Payment Assistance (888) 696-9982 Questions to ask For the most up-to-date information, please view the applicable SEC and FINRA reports above. What does this mean and why is it important? Address. Huntington Financial Advisors tips_and_updates Financial Advisor Education. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Investing can be a great part of your financial picture if you understand a few key points. 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. A financial advisor who will act as your fiduciary can help eliminate many problems. What does this mean? Credit Card Payment Address 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. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. (866) 643-4203 5555 Cleveland Ave 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. and is registered to serve investors in New Jersey. of experience in the finance industry. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? What does this mean? Questions to ask This is not an offer to buy or sell any security or interest. Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. 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 a Huntington Advisor You Come First Our advisors put your interests first. Help us keep your information up-to-date. Please see our General Disclaimers for more information. Welcome to Huntington Financial Corporation! total investible assets. 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. (248) 253-9000 Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at After your visit, would you be willing to provide some quick feedback? ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching . Lending products are subject to credit application and approval. 2023 Senior Finance Advisor Inc. All rights reserved. Learn more. platform based on information gathered from users through our online questionnaire. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? Huntington Advisors are personal, responsive, and transparent. 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. Tips, tools and how to's to help with your financial goals. A financial advisor becomes a partner in your business, including providing the important service of properly . THE TRUMP TAX PLAN: . Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. Questions to ask Skip to . over 8 years Financial planning questionnaire. What conflicts arise from this relationship? Full-Time. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). insurance, professional liability 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. Due to the sensitive nature of resetting passwords, email requests are not recommended. 24/7 Daily. These exist as separately managed accounts (SMA) and unified managed accounts (UMA). Will any of my assets be invested in those products? The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investment Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. ET No. ET Stay sharp with senior focused financial articles. Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com Huntington. It'll only take a minute. So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. ET Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. 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. Well work to earn your trust through transparency. MF, 8:00 a.m. - 5:00 p.m. With our trusted network of advisors, well connect you with up to three established planners in your area. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. we help you find the best serve the financial needs of clients across 53 states (or territories). of experience in the finance industry. Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia Save. How to Choose a Financial Advisor. Financial plans and investment portfolios are always unique to the client's personal financial situation. 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 Heading towards retirement? The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. over 9 years Is your firm a broker-dealer or are you affiliated with one? Please contact your Company Administrator to reset your password if you continue having problems logging in. We want you to have a great experience while you're here. Daily, 7:00 a.m. - 8:00 p.m. Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. (which will reduce returns). One of our partner advisors will be reaching out to you shortly. 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. All investing involves risk, including loss of principal. 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. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. You're about to leave huntington.com and go to a site Huntington doesn't control. Questions to ask Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at reportfraud@huntington.com. Our team of Private Bank professionals is here to help with your wealth management needs. Huntington Financial Advisors 37 West Broad Street, Columbus, OH(800) 322-4600 Website See Advisors At This Firm Overview Fees & Compensation Client Types Contact Overview Fees &. 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. See you back here soon! Prompt Service We will be prompt, courteous, and responsive. Investing can be a great part of your financial picture if you understand a few key points.