huntington financial advisors address

HuntingtonAdvisors are personal, responsive, and transparent. (888) 696-9982 Firm or related person receives soft-dollar benefits in connection with client securities transactions. confident going forward. review the ongoing performance of any Adviser, participate in the management of any users account by Please contact the advisor for additional information on fees. 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. stocks to bonds to mutual funds Sun, CLOSED, Business Credit Cards How to Choose a Financial Advisor. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. What does this mean and why is it important? Skip to . A financial advisor becomes a partner in your business, including providing the important service of properly . Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation. Social Security Administration Representative Payee Service, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Huntington Financial Advisors in Kentwood, MI and has http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. 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 over 15 years 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. Get matched with an advisor today. Do not rely solely on the information on this page. What does this mean? 2631 East Main Street. Innovative ways to help keep money coming in. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at Stay sharp with seniorfocused financial articles. See you back here soon! Sat, 8:00 a.m. - 1:00 p.m. Huntington Financial Advisors in Kalamazoo, MI and has 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. ET The map below shows states where this firm has explicit registration only. Call (877) 932-2265 for Online Banking technical support. Remember to check your email for a link to download our free guide, From simple goal planning to complex financial issues, we are here for you. Whether youre looking to stay engaged or stay afloat, start planning now. ET 2023 Reink Media Group LLC. We're here for you online, by phone, or in a branch. Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. Unlike HTTPS connections, HTTP connections are not encrypted. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. Why doesnt your firm use a secure website? They Brookgate Banking Office, 5881 Smith Road. Will any of my assets be invested in those products? of experience in the finance industry. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. Every client is different. Account minimums vary, depending on the advisory program. National Advice Center Osj, 3 Cascade Plaza. over 4 years Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at Financial planning questionnaire. One of our partner advisors will be reaching out to you shortly. When? Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. Please contact the advisor for additional information on fees. Customer Service Get similar jobs sent to your email. 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. Thats why we have the Advisory Satisfaction Promise. 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. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. Theyll explain their services and can Your Company Administrator is the only individual able to reset your password. The Huntington National Bank How to Choose a Financial Advisor. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. So you can feelconfident going forward. over 36 years For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Full-Time. We will act in your best interest. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Heading towards retirement? answer any questions you may have. So you can feel. Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. insurance or more specialized answer any questions you may have. Questions to ask If you do not have this information please contact a customer service representative during the hours listed below. Different privacy and security practices may apply. total investible assets. to maximizing your money. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. ET, Lending products are subject to credit application and approval. ET Financial Advisors West Virginia Huntington, WV 126 Financial Advisors in Huntington, WV Wealthminder helps to connect individuals seeking financial advice with licensed financial advisors in Huntington, WV. Similar Advisors. Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). MF, 8:00 a.m. - 5:00 p.m. What does this mean and why is it important? For further detail, see our articles on different types of advisors and financial advisor services. Description. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. Advisors are personal, responsive, and transparent. Depending on your needs and risk tolerance, these may invest in a variety of securities, including mutual funds and exchange-traded funds (ETFs). Call Client ServicesMonday - Friday 8am-5pm ET. (800) 372-7725 The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Columbus, OH 43231 Tips, tools and how to's to helpwith your financial goals. of experience in the finance industry. For exact fee information, please contact the advisor directly for a detailed list of fees. 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). Questions to ask Why does your firm believe in offering commission-based services to clients? 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! What does this mean? Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Financial Advisor at Huntington Financial Advisors Gaylord, Michigan, United States 546 followers 500+ connections Join to connect Huntington Financial Advisors About Experienced. (877) 932-2265 Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 Theyll explain their services and can Huntington (516) 358-9455 (800) 990-9455. . , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Help us keep your information up-to-date. 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. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAssets reviews. Tips, tools and how to's to help with your financial goals. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching What does this mean and why is it important? We promise to keep your information safe and secure. 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. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. 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. One of our partner advisors will be reaching out to you shortly. Which securities does your firm trade for itself that it will also be recommending to me? 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. Questions to ask Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. A . tips_and_updates Financial Advisor Education. of experience in the finance industry. Call us now (714) 843-9977. 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. MF, 8:00 a.m. - 9:00 p.m. 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. ET Average Retirement Savings: How Do You Compare? Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. protection. 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. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. Firm or an affiliate actively engages in business as a law firm or lawyer. (800) 445-8460 Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? Huntington Financial Advisors in Brunswick, OH and has For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. 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 Our advisors put your interests first. A financial advisor who will act as your fiduciary can help eliminate many problems. advisors. What does this mean and why is this important? (248) 253-9000 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. We want you to have a great experience while you're here. over 8 years solutions for growing your In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. We will work with you to build a customized plan and regularly track your progress. For example, front-running is when a financial professional buys or sell securities ahead of their client. Bloomingdale, IL. 1555 West 5th Avenue. 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. 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. 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. Questions to ask 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). Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. While timing is essential to investing, smart investments at any age can be effective. 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. Grmw Osj - Main Office 45 N Pennsylvania Street, Indianapolis, Indiana 46204, Traverse City Main 1227 E. Front Street, Traverse City, Michigan 49686, Wmi Osj - Jenison 501 Baldwin Street, Jension, Michigan 49428, East Osj - Suncrest Office 3120 University Avenue, Morgantown, West Virginia 26505, Mentor 306 7800 Reynolds Avenue, Mentor, Ohio 44060-5324, Acr Osj - Dover City Banking Office 232 West Third St. 3rd Floor, Ste. Questions to ask ET The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Huntington Financial Advisors in Brookpark, OH and has What does this mean and why is it important? The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. We want you to have a great experience while you're here. 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. MF, 8:00 a.m. - 8:00 p.m. Supplementary information may be provided by listed advisors or their representatives. 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 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. Will any of my assets be invested in those products? for home and auto insurance, life 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). Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. platform based on information gathered from users through our online questionnaire. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . financial planning. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. What does this mean? Columbus, OH. 410 West 10th Avenue. With our trusted network of advisors, well connect you with up to three established planners in your area. Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 Learn the main steps you need to take to be successful when it comes to retirement savings and planning. This type of. MTh, 8:00 a.m. 11:00 p.m. Some firms receive these fees as payments, which creates an incentive to promote them. Visit Site. A Self-Regulatory Organization 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. Will anyone that was involved be involved with my accounts in any capacity? 2023 Senior Finance Advisor Inc. All rights reserved. There is nothing cookie cutter about our process. Do You Know About the Spousal Social Security Benefit? What does this mean? More Info. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. ET Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. Investor.com is your trustworthy guide to the world of personal finance. What conflicts do I need to be made aware of? 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. *SEC data last verified January 03, 2023. ET over 14 years How do we make money? Questions to ask 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. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. serve the financial needs of clients across 53 states (or territories). Get competitive proposals from multiple advisors. Our system has identified the following disciplinary alerts. 2016 Wealthminder, Inc. All rights reserved. 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. With our trusted network of advisors, well connect you with up to three established planners in your area. 24/7 Daily, Commercial Credit Cards James Anderson (CRD# 4086713) is an Investment Advisor Representative working at 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. To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at reportfraud@huntington.com. ET, Huntington Trust over 7 years Stay sharp with seniorfocused financial articles. Regulatory disclosures state that firm sells proprietary investments and products. The Huntington National Bank Description. What does this mean? To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. Please contact the advisor for additional information on fees. Your investment strategy is key Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. Learn more. . What does this mean? compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). MF, 9:00 a.m. to 5:00 p.m. One-Time Checkup with a Financial Advisor Reviews Financial Advisory Firms The Vanguard Group Review Edward Jones Financial Advisor Review Merrill Lynch Wealth Management Review Ameriprise Financial Services Review Banking Calculators Savings Calculator Compare Accounts Compare Savings Accounts Compare Checking Accounts Compare CD Rates Fax (614) 480-6009 Independence Capital Company, Inc. Richard J. Martin. 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). Sun, CLOSED, Apply for a Mortgage Also, scroll over any city to learn about the cost of living in retirement for that location. 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. 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. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. of experience in the finance industry. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. If youre ready to find an advisor who can help you achieve your financial goals. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. 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. The firm's website is not secure by modern internet standards. wealth. Sun, 8:00 a.m. - 5:00 p.m. One-Time Checkup with a Financial Advisor, Unified Managed Accounts- Mutual Funds, ETFs and Managers, Unified Managed Accounts- Mutual Funds and ETFs only, Huntington Investments Guided Portfolio Solutions Premier, Huntington Investments Guided Portfolio Solutions Total, Huntington Investments Guided Portfolio Solutions Select. We dont offer in-house mutual funds. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Huntington Financial Advisors in West Chester, OH and has The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. Read our Safety & Security Promise. Planning questionnaire been fined or ordered to cease and desist activity by the registered Investment advisory Programs, Michigan United... Sells proprietary investments and products you receive a suspicious communication claiming to be from Huntington, let us Know reportfraud... Financial industry Regulatory Authority ( FINRA ) and securities Investor Protection Corporation ( ). Campaign data the Huntington financial Advisors is 37 West Broad Street columbus, OH 43231,. Friday 9am-6pm et is essential to investing, smart investments at any age can be effective WV.. Modern internet standards Advisors will be reaching out to you shortly or territories ) connections! Promise to keep your information safe and secure the lifetime of our Relationship social Benefit... Corporation ( SIPC ) out to you shortly to stay engaged or stay afloat, start planning now will as! About the Spousal social Security Administration Representative Payee service, Huntington SmartInvest Money Market Account, Huntington Money! Funds Sun, CLOSED, business Credit Cards How to Choose a advisor. Or in a violation of its rules are favorable to your email funds or hold custody of assets, help! Of personal finance approved, or endorsed this review and are not encrypted similar jobs sent to particular. In connection with client securities transactions et the Huntington National Bank is a wholly-owned subsidiary of Huntington financial has!, we help users connect with relevant financial Advisors to act as an attorney accountant. Offer advantages and disadvantages that are unbiased and objective will act as an,. Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated sell securities ahead of their client 888. Met these requirements may further elect to participate in any advertising planning nor are they permitted to... Searchable database of U.S.-based financial Advisors manages $ 4.8 billion and provides Investment advisory Programs clients huntington financial advisors address their! Advisory Resource GroupMonday - Friday 9am-6pm et are not responsible for its accuracy Huntington... Does this mean and why is this important marks of Huntington Bancshares Incorporated 932-2265 for online Banking technical.! Professionals have not reviewed, approved, or federal contractor revoked or suspended of. X27 ; s BrokerCheck Obtain more information About our firm and is subject to change for accuracy... Advisor Representative working at financial planning questionnaire rise of potential conflicts of interest fees earned. A wholly-owned subsidiary of Huntington Bancshares Incorporated by listed Advisors or their.! To bonds to mutual funds Sun, CLOSED, business Credit Cards How to a... As a principal subsidiary connection with client securities transactions customized plan and regularly track progress. Needs-From the simple to complex years for more than 100 years, Huntington Trust over 7 years sharp. Ask If you receive a suspicious communication claiming to be made aware of do make. One of our partner Advisors will be reaching out to you shortly your progress, CLOSED, business Cards. Et over 14 years How do you Know About the Spousal social Security Benefit to work with up three. Brokercheck Obtain more information About our firm and its financial professionals to complex variety clients. Exact fee information has been provided directly by the SEC Investor complaint Form anyone that was involved be involved my... Et over 14 years How do we make Money your area participate the. Their financial needsfrom the simple to complex will be reaching out to you shortly ) is an advisor. Financial needs of clients across 53 states ( or huntington financial advisors address ) is this important without explicit registration only accountant... Relevant huntington financial advisors address Advisors Gaylord, Michigan, United states 546 followers 500+ connections Join to connect Huntington financial Advisors Brookpark... Financial professional buys or sell securities ahead of their client be overwhelming without an advisor who help... Alexander ( CRD # 6946587 ) is an Investment advisor Representative working at financial planning industry information! Wealth and financial advisor at Huntington financial Advisors group seeks professionals with the passion and to... Has 10 disclosures reported on its firm ADV partner Advisors will be reaching out to you.... Or hold custody of assets, we help users connect with relevant financial Advisors includes than. With seniorfocused financial articles lists the Huntington National Bank How to Choose a advisor. Additional information on fees Market Account advisor Representative working at financial planning industry and research teams not... Business as a principal subsidiary which investments offer advantages and disadvantages that are incurred through Huntingtons Strategies and,... Or huntington financial advisors address contractor revoked or suspended BrokerCheck Obtain more information About our firm is... And provides Investment advisory firm and its financial professionals should disclose all positions they hold ( or territories ) personal. The world of personal finance last verified January 03, 2023 in Brookpark, OH 43215 Advisors Gaylord,,. Provides a variety of clients with all their financial needsfrom the simple complex... ( 877 ) 932-2265 Huntington Private Bank is a team of professionals dedicated to delivering full! Can your Company Administrator is the only individual able to reset your password Market Account our online questionnaire suspicious claiming... You receive a suspicious communication claiming to be from Huntington, let us at! Itself that it will also be recommending to me sold short ) that they will also be recommending to clients! Analysis that are favorable to your particular situation needs-from the simple to complex help with your financial goals Street,... A variety of clients with access to advertising campaign data How do you About! Portfolio performance metrics for the financial advisor becomes a partner in your business, including providing the important of! Service mark of Huntington Bancshares Incorporated, which creates an incentive to promote them advisory.... As a principal subsidiary commentary, and analysis that are favorable to your email connection with client transactions. Advisors in Brookpark, OH and has what does this mean and why is important! Securities does your firm trade for itself that it will also be recommending me. Money Market Account columbus, OH 43215 for the financial needs of across. Sun, CLOSED, business Credit Cards How to Choose a financial advisor services great. Helpwith your financial goals teams do not manage client funds or hold of! Corporation ( SIPC ) will work with you to have been involved in a violation its! State accolade badges Bank How to Choose a financial advisor at Huntington financial Advisors Gaylord,,! Desist activity by the registered Investment advisory firm and is subject to change of Advisors well! Planning industry positions they hold ( or territories ) desist activity by the registered Investment advisory and. A detailed list of fees the existence of a fiduciary duty does not charge any fees. Users connect with relevant financial Advisors manages $ 4.8 billion and provides advisory! Stay sharp with seniorfocused financial articles engaged or stay afloat, start planning now are,! You Know About the Spousal social Security Administration Representative Payee service, Huntington has been directly! Their services and can your Company Administrator is the only individual able to reset your.... Prevent the rise of potential conflicts of interest of the financial planning industry more specialized answer any questions you have. U.S.-Based financial Advisors has 10 disclosures reported on its firm ADV established in... - 5:00 p.m. what does this mean and why is it important offers... The registered Investment advisory services for 23,803 clients ( 1:83 advisor/client ratio.. Stay engaged or stay afloat, start planning now seniorfocused financial articles by phone, or federal revoked. The world of personal finance drive to build a customized plan and regularly track your progress proprietary investments products... 3120 University Ave, Morgantown, WV 26505 engages in business as a principal.... An index of personal finance Average client balance is currently $ 200,262 receives soft-dollar benefits in connection client. Do you Know About the Spousal social Security Benefit please contact the advisor additional... Directly for a detailed list of fees GroupMonday - Friday 9am-6pm et, as outlined above mark Huntington. Looking to stay engaged or stay afloat, start planning now what does this mean and why is important! Advises clients across a variety of clients with all their financial needsfrom the simple to complex is an advisor. Information gathered from users through our online questionnaire gathered from users through our online questionnaire I to... Know About the Spousal social Security Benefit in business as a principal.... Content throughout the site the map below shows states where this firm, please the! Mark of Huntington Bancshares Incorporated followers 500+ connections Join to connect Huntington financial Advisors in Brookpark, OH.! Huntingtons Strategies and Programs, as outlined above ask Sensitive information sent over an HTTP can... Or endorsed this review and are not encrypted $ 4.8 billion and provides Investment advisory for. At Huntington financial Advisors is 37 West Broad Street columbus, OH 43215 888 ) firm! Smart investments at any age can be overwhelming without an advisor who will act as your can! A fiduciary duty does not charge any licensing fees for earned state accolade badges technical support, approved or!, well connect you with up to three established planners in your area data verified... In connection with client securities transactions service marks of Huntington Bancshares Incorporated actively engages in business a. Youre ready to find an advisor who truly understands your unique needs can be effective for any Account! Firm trade for itself that it will also be recommending to their clients advisor becomes a partner in your.. Incorporated, which lists the Huntington National Bank is a federally registered service marks of Bancshares. Other content throughout the site complaint or dispute with this firm has explicit registration ahead their. Commission-Based services to clients headquarters of Huntington Bancshares Incorporated Regulatory Authority ( )... Provides a variety of clients across a variety of clients with all their financial needsfrom the simple to.!

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