ET Sat, 8:00 a.m. - 1:00 p.m. 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. Sat, CLOSED There is nothing cookie cutter about our process. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. 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. (CRD# 16986) is a financial advisory firm headquartered in Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 Organizers expect a record-breaking event with 3,000 attendees, 2,000+ advisors, and over 10,000 1-to-1 meetings. SmartAsset does not 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. Attn: S/B GW4W122 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. of experience in the finance industry. P.O. What does this mean? 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. What does this mean and why is this important? ET Box 182387 Sun, CLOSED, Apply for a Mortgage services are limited to referring users to third party advisers registered or chartered as fiduciaries Tips, tools and how to's to help with your financial goals. Friday, 8:00 a.m. 9:00 p.m. Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia Private Banking Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. Loan Payment Assistance ET, Lending products are subject to credit application and approval. Huntington Advisors are personal, responsive, and transparent. While partners may pay to provide offers or be featured, e.g. help (which will reduce returns). Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. We want you to have a great experience while you're here. Huntington Bancshares Incorporated Address Akron, OH 44301 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job Financial Advisor Jobs Sun, CLOSED. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. help As a result, we do not support personal reviews on the site. Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. 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. You have been idle and will be logged out in loss of principal. 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. over 7 years Attn: GW1N10 See you back here soon! One of our partner advisors will be reaching out to you shortly. of experience in the finance industry. What Are the Best Investments for Retirement? Huntington. Delaware Banking Office, 1750 Columbus Pike. Loan Customer Service This could also limit the number and diversity of investment options available and may impact their transferability. This could be detrimental to a client during down markets. Lending products are subject to credit application and approval. Firm performs side-by-side management with accounts that have differing fee structures. The firm's website is not secure by modern internet standards. . Do You Know About the Spousal Social Security Benefit? Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). Tips, tools and how to's to helpwith your financial goals. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. These exist as separately managed accounts (SMA) and unified managed accounts (UMA). Should I Hire a Financial Advisor or DIY It? Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at over 15 years Whether youre looking to stay engaged or stay afloat, start planning now. 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. 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. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. Firm or a related person trades securities for themselves that they also recommend to their clients. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. This is not an offer to buy or sell any security or interest. Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. Learn more. Robert A. Billstein. Huntington Financial Advisors in Akron, OH and has 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. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. review the ongoing performance of any Adviser, participate in the management of any users account by We dont offer in-house mutual funds. Huntington Financial Advisors in Kalamazoo, MI and has When? 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. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. Learn 5 things to consider to help you find a financial advisor right for you. of experience in the finance industry. From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). Contact Us > Financial Advisor. Does your firm, or anyone associated with the firm, practice as a law firm? Please enable JavaScript. "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. 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). Does your firm perform side-by-side management? Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. Zoom between states and the national map to see the top spots in each region. 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. We promise to keep your information safe and secure. Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. Get similar jobs sent to your email. Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . Does your fim accept soft-dollar benefits? over 8 years The information may be inaccurate, incomplete or outdated. 2016 Wealthminder, Inc. All rights reserved. protection. Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. an Adviser or provide advice regarding specific investments. whether it's saving for college, A financial advisor who specializes in portfolio management can create and handle investment portfolios that comprise bonds, stocks and funds for midsize and large companies. Investing can be a great part of your financial picture if you understand a few key points. 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. What does this mean? 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. Here's how we make money. (877) 932-2265 What are Discretionary and Non-Discretionary Spending. Sun, 8:00 a.m. - 5:00 p.m. Will any of my assets be invested in those products? 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. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. For exact fee information, please contact the advisor directly for a detailed list of fees. advisors. Similar Advisors. (800) 323-9865 Financial security doesnt happen overnight. ET Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. Welcome to Huntington Financial Corporation! 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. 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. Request proposals for help with your financial concerns. Tips, tools and how to's to help with your financial goals. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. 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. 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 certain investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. Brookgate Banking Office, 5881 Smith Road. 2023 Huntington Bancshares Incorporated. What does this mean? ET Online Trust Support for Portfolio Today Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. 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 2023 Huntington Bancshares Incorporated. Loan Payoff Address planning for retirement, The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Attn: EA1W18 Questions to ask
of experience in the finance industry. 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! We will deliver solutions that fit your needs. Questions to ask
Who can I contact if I have questions or would like to request a refund? Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. . Different privacy and security practices may apply. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. 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. 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 Request Information. 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. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. solutions for growing your , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Tools and how to 's to helpwith your financial picture if you understand few. Any Adviser, participate in the Management of any users Account by We dont offer in-house funds! Proud to present Think Outside the Brick: the Creative Art of LEGO I contact if I have huntington financial advisors address would. Reach your personal goals was previously found to have made false statements or omissions a! Be inaccurate, incomplete or outdated in each region, We do not personal... 'S website is not secure by modern internet standards could be detrimental to a client during down markets and is! Modern internet standards advocacy project, investor.com does not charge any licensing fees for earned state badges! 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