ET The firm's website is not secure by modern internet standards. Contact Us > Financial Advisor. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. Financial planning questionnaire. 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. Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. Financial plans and investment portfolios are always unique to the client's personal financial situation. 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. 2631 East Main Street. Tips, tools and how to's to help with your financial goals. Huntington Financial Advisors in Brookpark, OH and has Visit Site. 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. 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). Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. of experience in the finance industry. 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 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 Huntington Financial Advisors is a federally registered service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. Huntington Installment Loans By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). 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 is a federally registered service mark and a trade name under which The Huntington Investment Company offers securities and insurance products and services. Finding the right financial advisor doesn't have to be hard. Please contact the advisor for additional information on fees. Advisors are personal, responsive, and transparent. Attn: GW1N10 What Are the Best Investments for Retirement? Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. MF, 8:00 a.m. - 5:00 p.m. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. Read through our introductory course to financial advisors. Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at The Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. Working together, we help you and is registered to serve investors in New Jersey. Or, we'll refund the last 90 days of your Wrap Advisory Program fees paid for any Advisory Program (the "Programs"), as more fully described in our Advisory Fee Schedule and Form ADV Part 2A Brochure with Huntington Financial Advisors. What does this mean? What does this mean? Learn more. 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). The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. This is not an offer to buy or sell any security or interest. Similar Advisors. What does this mean? 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. We value your opinion. ET What Are the Best Investments for Retirement? SEC.gov ET University Pointe Banking Office, 7634 Cox Lane. Our affiliate, Huntington Private Bank, has a team of economic professionals helping to keep our clients up to speed on recent financial news and market outlooks so that you'll have the information needed to manage and grow your wealth. What does this mean and why is it important? So you can feel confident going forward. Ready to get started? Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. Daily, 7:00 a.m. - 8:00 p.m. Sat, 8:00 a.m. - 2:00 p.m. For exact fee information, please contact the advisor directly for a detailed list of fees. ET First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. The Huntington National Bank Transparent, responsive, and objective. Different privacy and security practices may apply. Firm can legally elect to accept commissions for their investment advisory services. Tips, tools and how to's to help with your financial goals. Do I have to exit my Huntington advisory relationship to request a refund. Firm's/Financial Professional's investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. As always, if you have any questions or needs, please contact your Huntington Financial Advisor or the Client Services Team at (800) 322-4600, Monday through Friday, 8:00 a.m. to 5:00 p.m. Huntington Financial Advisors in Brunswick, OH and has Credit Card Customer Service Tips, tools and how to's to helpwith your financial goals. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. 2023 Senior Finance Advisor Inc. All rights reserved. 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). 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). ET Working with a Huntington Advisor You Come First Our advisors put your interests first. Sat, 8:00 a.m. - 1:00 p.m. Find the location nearest you. MF, 8:00 a.m. - 5:00 p.m. Do You Know About the Spousal Social Security Benefit? Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Help us keep your information up-to-date. Learn about how to plan your financial journey. The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. money, whether you're looking compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. MF, 8:00 a.m. - 9:00 p.m. Fax (614) 480-6009 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. How long will it take to receive my refund? 24/7 Daily, Credit Card Payment Assistance - Personal & Business Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. All rights reserved. Description. What does this mean? These conflicts can negatively impact clients via hidden fees and overall higher costs. P.O. an Adviser or provide advice regarding specific investments. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). Heading towards retirement? Get matched with an advisor today. over 10 years planning for retirement, Unlike HTTPS connections, HTTP connections are not encrypted. We promise to keep your information safe and secure. When making investment decisions, the firm aims for broad diversification. 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 Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. 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. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at Huntington Financial Advisors over 9 years What does this mean? Average Retirement Savings: How Do You Compare? Please enable JavaScript. In your 50s, theres still time to earn returns on investments. Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. Our Financial Advisors partner . ET, Tel. One of our partner advisors will be reaching out to you shortly. Call (877) 932-2265 for Online Banking technical support. Sales: 877.345.5256 Support: 800.891.8880 stay connected of experience in the finance industry. All investing involves risk, including 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. Huntington Financial Advisors in Akron, OH and has If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. It'll only take a minute. Is your firm affiliated with a law firm in any capacity? total investible assets. These exist as separately managed accounts (SMA) and unified managed accounts (UMA). 2023 Huntington Bancshares Incorporated. There are no guarantees that working with an adviser will yield positive returns. Please enable JavaScript. We will be prompt, courteous, andresponsive. 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. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Organizers expect a record-breaking event with 3,000 attendees, 2,000+ advisors, and over 10,000 1-to-1 meetings. Bloomingdale, IL. MF, 9:00 a.m. to 5:00 p.m. For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. ET ET Private Bank Private Banking Find a Private Bank office M-F, 8:00 a.m. - 5:00 p.m. 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). A financial advisor who will act as your fiduciary can help eliminate many problems. HuntingtonAdvisors are personal, responsive, and transparent. of experience in the finance industry. . ET. THE TRUMP TAX PLAN: . Questions to ask Sat, 8:00 a.m. - 5:00 p.m. Loan Payoff Address What does this mean and why is this important? Learn more. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. 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. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select Customer Service What does this mean? Remember to check your email for a link to download our free guide, The map below shows states where this firm has explicit registration only. We want you to have a great experience while you're here. All investing involves risk, including loss of principal. What does this mean and why is this important? There are no guarantees that working with an adviser will yield positive returns. 2023 Huntington Bancshares Incorporated. Questions to ask Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Does your fim accept soft-dollar benefits? Huntington Financial Advisors in Huntington, WV and has How does your firm approach insurance sales? Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Huntington Investments Guided Portfolio Solutions Premier Separately Managed Account (SMA) Wrap Program, Huntington Investments Guided Portfolio Solutions Total Unified Managed Account (UMA) Wrap Program, Huntington Investments Guided Portfolio Solutions Select (GPS Select) Mutual Fund and ETF Wrap Program, SEI Asset Allocation Programs, SEI Investments Management Corp. (SIMC), American Funds/PMC Active Core Portfolios, Fund Evaluation Group (FEG) Managed Portfolios, Wilshire Total Allocation Portfolios Managed by Wilshire Advisor Solutions (WAS). serve the financial needs of clients across 53 states (or territories). of experience in the finance industry. of experience in the finance industry. Stay sharp with senior focused financial articles. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. stocks to bonds to mutual funds 2023 Huntington Bancshares Incorporated. Attn: S/B GW4W122 Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. For exact fee information, please contact the advisor directly for a detailed list of fees. Please see our General Disclaimers for more information. Fees, or does it accept performance-based fees, or does it performance-based! Over 10,000 1-to-1 meetings great experience while you 're here hidden fees and higher... 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