Bloomingdale, IL. ET, Lending products are subject to credit application and approval. Customer Service solutions for growing your Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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. 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. Different privacy and security practices may apply. Questions to ask What Are the Best Investments for Retirement? From simple goal planning to complex financial issues, we are here for you. What does this mean? 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. SmartAsset does not James Anderson (CRD# 4086713) is an Investment Advisor Representative working at services are limited to referring users to third party advisers registered or chartered as fiduciaries . Huntington Financial Advisors in Kalamazoo, MI and has These figures are provided as a general guideline for research purposes. 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 of experience in the finance industry. 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 2023 Huntington Bancshares Incorporated. What does this mean and why is this important? This is not an offer to buy or sell any security or interest. What does this mean? SEC.gov 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. Innovative ways to help keep money coming in. Columbus, OH 43218-2519 Attn: S/B GW4W122 answer any questions you may have. (800) 340-4165 ET Questions to ask In total, Huntington Financial Advisors manages $4.8 billion in assets. Huntington Financial Advisors in Kentwood, MI and has What does this mean? ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Theyll explain their services and can The Huntington National Bank is an Equal Housing Lender and Member FDIC. National Advice Center Osj, 3 Cascade Plaza. Stay sharp with senior focused financial articles. There is nothing cookie cutter about our process. We can help your financial goals become a reality. Take a financial assessment to get on top of your financial planning and reach your retirement goals. Financial security doesnt happen overnight. Advisors Money Home Jason Slates Canton Private Banking, 4481 Munson Street Nw, Canton, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience. Does your fim accept soft-dollar benefits? ET. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. 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). Well work with you to make things right. Every client is different. ET, Loan Payment Address While partners may pay to provide offers or be featured, e.g. Huntington National Bank They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). What does this mean? of experience in the finance industry. 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. 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! 2631 East Main Street. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. 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 When? Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. ET of experience in the finance industry. total investible assets. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 For further detail, see our articles on different types of advisors and financial advisor services. Our advisors put your interests first. MFri, 8:00 a.m. - 7:00 p.m. Visit us online or call us at (800) 562-6871 What conflicts arise from this relationship? for the current data. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. Stay sharp with seniorfocused financial articles. Firm can legally elect to accept commissions for their investment advisory services. Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. 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. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. ET 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. Huntington Bancshares Incorporated Address West Bloomfield, MI 48322 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job All Jobs Branch Financial Advisor Jobs Heading towards retirement? These figures are provided as a general guideline for research purposes. Huntington Financial Advisors. What does this mean and why is it important? Ask candidates about their formal training. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). 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. The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. Qualified participating firms must abide by investor.com Certification program's terms and conditions when utilizing an awarded "Trusted by investor.com" badge, as well as in connection with permitted enhancements to the firm's investor.com profile page. Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Read our Safety & Security Promise. Financial planning questionnaire. Due to the sensitive nature of resetting passwords, email requests are not recommended. 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. Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. Sun, CLOSED. More Info. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. MF, 9:00 a.m. to 5:00 p.m. matches you withup to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. Organizers expect a record-breaking event with 3,000 attendees, 2,000+ advisors, and over 10,000 1-to-1 meetings. SVP / VP Financial Advisor job in Huntington at Farther. 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. What does this mean? What does this mean and why is this important? Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia Does your firm, or anyone associated with the firm, practice as a law firm? What are Discretionary and Non-Discretionary Spending. Theyll explain their services and can Our partners compensate us through paid advertising. We promise to keep your information safe and secure. Transparent, responsive, and objective. 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. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. What does this mean and why is it important? Prompt Service We will be prompt, courteous, and responsive. What does this mean? Questions to ask Loan Overnight 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. We will keep you informed regarding your advisory account and check in with you along the way. So you can feelconfident going forward. Find the location nearest you. over 9 years Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? ET Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. Remember to check your email for a link to download our free guide, Do not rely solely on the information on this page. ET, Huntington Trust With our trusted network of advisors, well connect you with up to three established planners in your area. Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . 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). Columbus, OH 43218 over 4 years Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? We want you to have a great experience while you're here. ET. Any data inaccuracies, please contact our team. 2023 Senior Finance Advisor Inc. All rights reserved. THE TRUMP TAX PLAN: . 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, 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. See you back here soon! Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. stocks to bonds to mutual funds Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. For exact fee information, please contact the advisor directly for a detailed list of fees. wealth. Whether youre looking to stay engaged or stay afloat, start planning now. They may also adhere to model portfolios by firms like Vanguard and American Funds. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. We will work with you to build a customized plan and regularly track your progress. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. 24/7 Daily, Credit Card Payment Assistance - Personal & Business Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. Finding the right financial advisor doesn't have to be hard. 2023 Huntington Bancshares Incorporated. Should I Hire a Financial Advisor or DIY It? 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. What does this mean and why is it important? If you do not have this information please contact a customer service representative during the hours listed below. 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. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. Loan Payment Assistance Our Financial Advisors partner . Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. Full-Time. Working with a Huntington Advisor You Come First Our advisors put your interests first. If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. How does your firm mitigate them? manage $4,766,857,565 in 26,788 accounts and 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. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. We want you to have a great experience while you're here. The firmpartners with Envestnet Asset Management and National Financial Services (NFS) to provide clients with different asset management programs. Please see our General Disclaimers for more information. With our trusted network of advisors, well connect you with up to three established planners in your area. Sales: 877.345.5256 Support: 800.891.8880 stay connected Firm or related person receives soft-dollar benefits in connection with client securities transactions. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. While timing is essential to investing, smart investments at any age can be effective. Financial Planning When making investment decisions, the firm aims for broad diversification. We will be transparent about the fees we charge. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? Box 182519 , Do not rely solely on the information on this page 6225 Kalamazoo Ave.... Firmpartners with Envestnet asset management Programs savings, insurance concerns, tax strategiesit can be overwhelming without an advisor truly... When firms manage mutual funds or hedge funds alongside smaller retail accounts below! 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