As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. (877) 932-2265 SmartAssets Lending products are subject to credit application and approval. How to Choose a Financial Advisor. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Friday, 8:00 a.m. 9:00 p.m. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. ET (800) 372-7725 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 in Dublin, OH and has Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. for the current data. The event will take place from September 10-13 in Huntington Beach, CA. ET Contact Us > Financial Advisor. Delaware Banking Office, 1750 Columbus Pike. Huntington Financial Advisors currently serves clients in the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY. P.O. What are Discretionary and Non-Discretionary Spending. Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. answer any questions you may have. How long will it take to receive my refund? What does this mean? SEC.gov Organizers expect a record-breaking event with 3,000 attendees, 2,000+ advisors, and over 10,000 1-to-1 meetings. 24/7 Daily, Commercial Credit Cards We promise to keep your information safe and secure. (800) 323-9865 Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. Tips, tools and how to's to help with your financial goals. Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. Learn 7 steps to help you find the best financial advisor for you. ET, Lending products are subject to credit application and approval. See you back here soon! Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. This could also limit the number and diversity of investment options available and may impact their transferability. Huntington Financial Advisors in Delaware, OH and has of experience in the finance industry. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. Please contact the advisor for additional information on fees. Do not rely solely on the information on this page. in. Huntington Financial Advisors What does this mean and why is it important? What does this mean? "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. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. 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. stocks to bonds to mutual funds ET, Huntington Trust Stay sharp with seniorfocused financial articles. As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). 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. What does this mean? How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). 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. 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. With our trusted network of advisors, well connect you with up to three established planners in your area. Please enable JavaScript. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). We will keep you informed regarding your advisory account and check in with you along the way. ET. Prompt Service We will be prompt, courteous, and responsive. Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Huntington Financial Advisors in Kalamazoo, MI and has Transparent, responsive, and objective. 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, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690. We're here for you online, by phone, or in a branch. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. See you back here soon! Questions to ask This could be detrimental to a client during down markets. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Learn more. Tips, tools and how to's to helpwith your financial goals. As a result, we do not support personal reviews on the site. 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. Firm or an affiliate actively engages in business as a law firm or lawyer. Huntington Private Bank Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). And while youll have your own dedicated financial advisor, youll also have access to specialists throughout Huntington from lending to banking and more to help with your specific needs. Is your firm affiliated with a law firm in any capacity? 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). Sat, 8:00 a.m. - 1:00 p.m. Sun, CLOSED, Business Credit Cards It is registered to provide services to investors throughout 51 U.S. states and territories. Firm can legally elect to accept commissions for their investment advisory services. Help us keep your information up-to-date. You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. 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 help you find the best Heading towards retirement? Questions to ask Sun, CLOSED, Mortgage Online Support In your 50s, theres still time to earn returns on investments. Different privacy and security practices may apply. Different privacy and security practices may apply. Financial Planning The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. 2023 Senior Finance Advisor Inc. All rights reserved. Private Banking 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). Loan Payoff Address Will anyone that was involved be involved with my accounts in any capacity? Stay sharp with seniorfocused financial articles. advisors. 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. Different privacy and security practices may apply. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at Heading towards retirement? SEI Asset Allocation Programs, SEI Investments Management Corp. Vanguard Strategic Model Portfolios, Vanguard Advisers, Inc. Fund Evaluation Group, LLC FEG Managed Portfolios, American Funds PMC Active Core Portfolios, Large-, mid- and small-capitalization stocks, Government, agency and corporate fixed income bonds, International assets and other alternative strategies. Lending products are subject to credit application and approval. (866) 643-4203 Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. over 23 years 2023 Huntington Bancshares Incorporated. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. All investing involves risk, including Learn 7 steps to help you find the best financial advisor for you. Learn more. MF, 8:00 a.m. - 5:00 p.m. Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at We will work with you to build a customized plan and regularly track your progress. Huntington Financial Advisors in Akron, OH and has over 15 years ET What does this mean? Different privacy and security practices may apply. We do not manage client funds or hold custody of assets, we help users connect with relevant financial of experience in the finance industry. Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. ET These figures are provided as a general guideline for research purposes. ET When? A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. Due to the sensitive nature of resetting passwords, email requests are not recommended. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. *SEC data last verified January 03, 2023. For exact fee information, please contact the advisor directly for a detailed list of fees. . review the ongoing performance of any Adviser, participate in the management of any users account by Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? 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. 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. 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). Box 182519 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. Please see our General Disclaimers for more information. The Huntington National Bank For example, front-running is when a financial professional buys or sell securities ahead of their client. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. You're about to leave huntington.com and go to a site Huntington doesn't control. Visit us online or call us at (800) 562-6871 Huntington Financial Advisors. Tips, tools and how to's to help with your financial goals. 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. seconds. We can help your financial goals become a reality. Questions to ask What does this mean? What does this mean and why is it important? (800) 323-9865 total investible assets. Or contact the advisor directly for a detailed list of fees will keep you informed regarding your advisory account check. You find the best financial advisor, you are capable of handling your own bookkeeping, a professional financial for! 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