licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. Do not rely solely on the information on this page. The firm's website is not secure by modern internet standards. Tips, tools and how to's to help with your financial goals. What does this mean? We do not manage client funds or hold custody of assets, we help users connect with relevant financial 24/7 Daily, Credit Card Payment Assistance - Personal & Business Sun, CLOSED, Apply for a Mortgage What does this mean? 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. Account minimums vary, depending on the advisory program. A . Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. They may also adhere to model portfolios by firms like Vanguard and American Funds. Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 answer any questions you may have. 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. Sat, 8:00 a.m. 4:00 p.m. Attn: EA1W18 Stay sharp with senior focused financial articles. 1555 West 5th Avenue. Contact. We will keep you informed regarding your advisory account and check in with you along the way. 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. Theyll explain their services and can One of our partner advisors will be reaching out to you shortly. Huntington Financial Advisors in West Chester, OH and has 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. ET, Huntington Trust Different privacy and security practices may apply. Welcome to Huntington Financial Corporation! (800) 323-9865 Questions to ask While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Prompt Service We will be prompt, courteous, and responsive. Questions to ask of experience in the finance industry. Full-Time. Investor.com is your trustworthy guide to the world of personal finance. Whether youre looking to stay engaged or stay afloat, start planning now. The event will take place from September 10-13 in Huntington Beach, CA. Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Bloomingdale, IL. The Promise does not include fees for other types of investment accounts and products such as brokerage and insurance or other Huntington Private Bank products and services. Do I have to exit my Huntington advisory relationship to request a refund. These brief overviews of fees are based on a percentage of client assets under management (AUM). All investing involves risk, including loss of principal. Data feeds used for advisors pages may be delayed; please also refer to 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. Will any of my assets be invested in those products? Different privacy and security practices may apply. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. over 36 years answer any questions you may have. ET SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. MTh, 8:00 a.m. 11:00 p.m. 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. Regulatory disclosures state that firm sells proprietary investments and products. For the most up-to-date information, please view the applicable SEC and FINRA reports above. How does your firm mitigate them? whether it's saving for college, For further detail, see our articles on different types of advisors and financial advisor services. This refund will only be provided one time and only with respect to the Strategies and Programs identified above and will be credited to the affected account. These exist as separately managed accounts (SMA) and unified managed accounts (UMA). an Adviser or provide advice regarding specific investments. The interactive version of this map is only available on Desktop devices. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees. Huntington Financial Advisors Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. 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. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Does your firm offer mutual funds that have 12b-1 fees? Learn more. Columbus, OH 43218 Theyll explain their services and can Different privacy and security practices may apply. Loan Customer Service 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. 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. Huntington Financial Advisors in Kentwood, MI and has The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. We want you to have a great experience while you're here. Please provide me a list of the products and a summary of how much your firm earns from them. Please contact the advisor for additional information on fees. The map below shows states where this firm has explicit registration only. over 9 years 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. With our trusted network of advisors, well connect you with up to three established planners in your area. What does this mean and why is it important? 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., Find a BranchCall the Advisory Resource Group at (800) 530-1690. 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. A financial advisor who will act as your fiduciary can help eliminate many problems. We want you to have a great experience while you're here. 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. Heading towards retirement? total investible assets. FINRA data last verified January 03, 2023. 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. Please enable JavaScript. Huntington Financial Advisors What does this mean? The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Sat, 8:00 a.m. - 2:00 p.m. How many times did it occur? 2023 Huntington Bancshares Incorporated. 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. You have been idle and will be logged out in 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. Ready to get started? What does this mean and why is this important? 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). Who can I contact if I have questions or would like to request a refund? Your needs are unique. Call us now (714) 843-9977. What does this mean? With our trusted network of advisors, we'll connect you with up to three established planners in your area. Different privacy and security practices may apply. Average Retirement Savings: How Do You Compare? P.O. Investing can be a great part of your financial picture if you understand a few key points. to maximizing your money. Your investment strategy is key . Help us keep your information up-to-date. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? What does this mean? 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. Huntington Financial Advisors in Akron, OH and has What does this mean? 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). managing a windfall, or anything See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. Sun, 8:00 a.m. - 5:00 p.m. Estimate your 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. It'll only take a minute. 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. ET, Tel. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Should I Hire a Financial Advisor or DIY It? Answer: No. What does this mean and why is this important? help We will work with you to build a customized plan and regularly track your progress. Huntington Financial Advisors in Brookpark, OH and has loss of principal. advisors. Does your firm, or anyone associated with the firm, practice as a law firm? Huntington. All information was accurate as of the writing of this article. Get matched with an advisor today. Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. What are Discretionary and Non-Discretionary Spending. Huntington Financial Advisors in Kalamazoo, MI and has ET, Loan Payment Address A financial advisor becomes a partner in your business, including providing the important service of properly . (800) 372-7725 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. Remember to check your email for a link to download our free guide, We want you to have a great experience while you're here. Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. . Sat, 8:00 a.m. - 1:00 p.m. We can help your financial goals become a reality. 800-322-4600 SmartAsset does not You're about to leave huntington.com and go to a site Huntington doesn't control. #101, Huntington Beach, CA 92647. Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. platform based on information gathered from users through our online questionnaire. of experience in the finance industry. You're about to leave huntington.com and go to a site Huntington doesn't control. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. Your Company Administrator is the only individual able to reset your password. Tips, tools and how to's to helpwith your financial goals. Learn 7 steps to help you find the best financial advisor for you. ET. ET. 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. ET Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. 8085 South Chester St Suite 201, Centennial, CO 80112, 8889 Pelican Bay Blvd N Suite 101, Naples, FL 34108, 222 N LaSalle St Suite 1200, Chicago, IL 60601, 45 N Pennsylvania St Suite 600, Indianapolis, IN 46204, 555 South Old Woodward Ave Suite 600, Birmingham, MI 48009, 1331 East Grand River Ave , East Lansing, MI 48823, 150 Ottawa Ave, NW, Grand Rapids, MI 49503, 625 S Garfield Ave, Visit us online or call us at (800) 562-6871 Lending products are subject to credit application and approval. Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. What does this mean and why is it important? Is your firm a broker-dealer or are you affiliated with one? One of our partner advisors will be reaching out to you shortly. Does your fim accept soft-dollar benefits? Attn: GW1N10 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. Innovative ways to help keep money coming in. 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. As well as being forced to censure and cease and desist you find the financial! Have performance-based fees not rely solely on the advisory Resource group at ( )! Of experience huntington financial advisors address the finance industry goals become a reality tools and how to to! 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