2023 Huntington Bancshares Incorporated. How long will it take to receive my refund? Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. Some firms receive these fees as payments, which creates an incentive to promote them. for the current data. Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. Financial Advisor at Huntington Financial Advisors Gaylord, Michigan, United States 546 followers 500+ connections Join to connect Huntington Financial Advisors About Experienced. Tips, tools and how to's to helpwith your financial goals. Huntington Financial Advisors in Nitro, WV and has Please contact your Company Administrator to reset your password if you continue having problems logging in. Brookgate Banking Office, 5881 Smith Road. ET Online Trust Support for Portfolio Today What does this mean? What does this mean? 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. Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. Working with a Huntington Advisor You Come First Our advisors put your interests first. Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). Finding the right financial advisor doesn't have to be hard. Yes or National Advice Center Osj, 3 Cascade Plaza. Our team of Private Bank professionals is here to help with your wealth management needs. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. 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. These figures are provided as a general guideline for research purposes. MF, 8:00 a.m. - 9:00 p.m. 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 In your 50s, theres still time to earn returns on investments. From simple goal planning to complex financial issues, we are here for you. Financial plans and investment portfolios are always unique to the client's personal financial situation. and is registered to serve investors in New Jersey. 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. This is not an offer to buy or sell any security or interest. Most Reputable Financial Advisors for Seniors, Senior Investments: The Best Investments for Retirement, Top 11 Questions to Ask a Financial Advisor Before Hiring. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAssets reviews. Questions to ask Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. Does your fim accept soft-dollar benefits? We're here for you online, by phone, or in a branch. Attn: EA1W18 , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. See you back here soon! Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". More Info. Questions to ask What does this mean? Does the firm offer products that have performance-based fees, or does it accept performance-based fees? While StockBrokers.com has all data verified by industry participants, it can vary from time to time. In total, Huntington Financial Advisors manages $4.8 billion in assets. We will work with you to build a customized plan and regularly track your progress. If youre ready to find an advisor who can help you achieve your financial goals. *SEC data last verified January 03, 2023. One of our partner advisors will be reaching out to you shortly. Please contact your Company Administrator to reset your password if you continue having problems logging in. else that requires tailored Our system has identified the following disciplinary alerts. Questions to ask What does this mean and why is this important? Why does your firm believe in offering commission-based services to clients? 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. 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. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . over 8 years 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 You're about to leave huntington.com and go to a site Huntington doesn't control. Advisors are personal, responsive, and transparent. See you back here soon! review the ongoing performance of any Adviser, participate in the management of any users account by loss of principal. 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. 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. The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Answer: Or, we'll refund the last 90 days of your Wrap Advisory Program fees paid for any Advisory Program (the "Programs"), as more fully described in our Advisory Fee Schedule and Form ADV Part 2A Brochure with Huntington Financial Advisors. Remember to check your email for a link to download our free guide, Find a Trust Office The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. 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. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. Questions to ask Do You Know About the Spousal Social Security Benefit? So you can feel confident going forward. 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. Find the location nearest you. We will be transparent about the fees we charge. 5555 Cleveland Ave 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. For the most up-to-date information, please view the applicable SEC and FINRA reports above. 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. Financial planning questionnaire. With our trusted network of advisors, we'll connect you with up to three established planners in your area. Does your firm perform side-by-side management? These figures are provided as a general guideline for research purposes. Get competitive proposals from multiple advisors. Description. University Pointe Banking Office, 7634 Cox Lane. . Learn more. Learn more. Help us keep your information up-to-date. 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. or Find a Private Bank location View Locations The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. help What does this mean? The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. 24/7 Daily, Commercial Credit Cards Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. 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. Regulatory disclosures state that firm sells proprietary investments and products. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. planning for retirement, Posted: December 30, 2022. The Huntington National Bank Working together, we help you Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. 1555 West 5th Avenue. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Sun, CLOSED, Mortgage Online Support Ready to get started? We're here for you online, by phone, or in a branch. P.O. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. What does this mean and why is it important? ET Tips, tools and how to's to help with your financial goals. Sat, 8:00 a.m. - 5:00 p.m. Sat, 8:00 a.m. - 1:00 p.m. Will any of my assets be invested in those products? Columbus, OH 43218-2519 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. Different privacy and security practices may apply. Remember to check your email for a link to download our free guide, How to Choose a Financial Advisor. over 4 years Columbus OH 43212. When? of experience in the finance industry. What are Discretionary and Non-Discretionary Spending. Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. A Huntington Advisor is a wholly-owned subsidiary of Huntington Bancshares Incorporated x27 ; ll you. 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