huntington financial advisors address

The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. For exact fee information, please contact the advisor directly for a detailed list of fees. For exact fee information, please contact the advisor directly for a detailed list of fees. Finding the right financial advisor doesn't have to be hard. answer any questions you may have. 5555 Cleveland Ave All rights reserved. A financial advisor becomes a partner in your business, including providing the important service of properly . Bloomingdale, IL. Terms of Use | Disclaimers | Privacy Policy. over 14 years Remember to check your email for a link to download our free guide, Trilogy Financial Huntington Beach office 17011 Beach Blvd. ET, Loan Payment Address 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. It'll only take a minute. help 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 Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. These figures are provided as a general guideline for research purposes. 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. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select Does the firm offer products that have performance-based fees, or does it accept performance-based fees? Heading towards retirement? The Huntington National Bank is an Equal Housing Lender and Member FDIC. (248) 253-9000 These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). Brookgate Banking Office, 5881 Smith Road. for the current data. While partners may pay to provide offers or be featured, e.g. You have been idle and will be logged out in Request proposals for help with your financial concerns. It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. Sat, 8:00 a.m. - 2:00 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. The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. 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. Your needs are unique. Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. Financial Advisor at Huntington Financial Advisors Gaylord, Michigan, United States 546 followers 500+ connections Join to connect Huntington Financial Advisors About Experienced. This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Description. of experience in the finance industry. All investing involves risk, including loss of principal. Will any of my assets be invested in those products? in. 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). Theyll explain their services and can The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. ET We will act in your best interest. Firm performs side-by-side management with accounts that have differing fee structures. 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. CONTACT. Thats why we have the Advisory Satisfaction Promise. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. What does this mean? Does your firm offer mutual funds that have 12b-1 fees? The Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. What does this mean and why is it important? 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. Huntington National Bank Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. In your 50s, theres still time to earn returns on investments. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 Certain account types, products and services are not covered by the Promise, including: corporate and other business/entity accounts, trust accounts, and brokerage and insurance products, including annuities. insurance or more specialized , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Regulatory disclosures state that firm sells proprietary investments and products. Your Company Administrator is the only individual able to reset your password. Get competitive proposals from multiple advisors. (which will reduce returns). The Huntington National Bank is an Equal Housing Lender and Member FDIC. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. 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? solutions for growing your 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. to maximizing your money. John Altieri (CRD# 5365596) is an Investment Advisor Representative working at 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. ET Online Trust Support for Portfolio Today Do You Know About the Spousal Social Security Benefit? 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 &. Why doesnt your firm use a secure website? To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at [email protected]. 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. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Should I Hire a Financial Advisor or DIY It? Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. ET Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). We will deliver solutions that fit your needs. Working with an adviser may come with potential downsides such as payment of fees Private Banking So you can feelconfident going forward. Financial Advisor Office Location Phone Number; Boulos Michael Inquire with Boulos: 101 Main St, Ste 220 Huntington Beach, CA 92648 : 714-374-0300 : Correa & Associates 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. 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 Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 advisors. We will be transparent about the fees we charge. review the ongoing performance of any Adviser, participate in the management of any users account by How to Choose a Financial Advisor. Insurance products are offered by Huntington Insurance, Inc., a licensed agency and a wholly-owned subsidiary of Huntington Bancshares Incorporated and underwritten by third party insurance carriers not affiliated with Huntington Insurance, Inc. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. While timing is essential to investing, smart investments at any age can be effective. What does this mean and why is it important? Yes or wealth. 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. What does this mean and why is this important? If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. over 14 years The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. 2023 Huntington Bancshares Incorporated. Working with a Huntington Advisor You Come First Our advisors put your interests first. Prompt Service We will be prompt, courteous, and responsive. Huntington Financial Advisors in Kentwood, MI and has What does this mean? Questions to ask 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! Sat, CLOSED 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. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Account minimums vary, depending on the advisory program. Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. Sat, 8:00 a.m. - 5:00 p.m. Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. 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. Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. Questions to ask Columbus, OH 43231 Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Find a Private Bank office Different privacy and security practices may apply. Remember to check your email for a link to download our free guide, Innovative ways to help keep money coming in. 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). Daily, 7:00 a.m. - 7:00 p.m. Questions to ask 24/7 Daily, Commercial Credit Cards 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. we help you find the best Do You Know About the Spousal Social Security Benefit? Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. of experience in the finance industry. After your visit, would you be willing to provide some quick feedback? Columbus, OH 43218-2519 What does this mean and why is it important? Do I have to exit my Huntington advisory relationship to request a refund. These exist as separately managed accounts (SMA) and unified managed accounts (UMA). 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. Loan Payoff Address (800) 445-8460 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. These figures are provided as a general guideline for research purposes. You're about to leave huntington.com and go to a site Huntington doesn't control. Huntington Financial Advisors 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. 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). of experience in the finance industry. What does this mean? Save. is registered with the U.S. Securities and Exchange Commission as an investment adviser. 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