University Pointe Banking Office, 7634 Cox Lane. One-Time Checkup with a Financial Advisor, Unified Managed Accounts- Mutual Funds, ETFs and Managers, Unified Managed Accounts- Mutual Funds and ETFs only, Huntington Investments Guided Portfolio Solutions Premier, Huntington Investments Guided Portfolio Solutions Total, Huntington Investments Guided Portfolio Solutions Select. Private Banking 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 felony. What Are the Best Investments for Retirement? 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. of experience in the finance industry. Attn: S/B GW4W122 Huntington Financial Advisors in Dublin, OH and has 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. Our team of Private Bank professionals is here to help with your wealth management needs. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? Different privacy and security practices may apply. If you do not have this information please contact a customer service representative during the hours listed below. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. Fax (614) 480-6009 for the current data. While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. Different privacy and security practices may apply. of experience in the finance industry. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? Pelotonia Pelotonia is one cause that we're especially passionate about. The Huntington National Bank is an Equal Housing Lender and Member FDIC. This refund will only be provided one time and only with respect to our advisory services and will be credited to the affected account. Address. Answer: Huntington is committed to validating the request and crediting the fees within 45 days of initial notification by you. ET 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. Financial Planning See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. What does this mean? Does your firm, or anyone associated with the firm, practice as a law firm? Contact. 2023 Huntington Bancshares Incorporated. 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. For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. ET, Huntington Trust protection. Why does your firm believe in offering commission-based services to clients? Transparent, responsive, and objective. 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 in Huntington, WV and has . Save. Huntington Installment Loans Loan Overnight Payment Address For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690. How does your firm mitigate them? total investible assets. Do You Know About the Spousal Social Security Benefit? What does this mean? of experience in the finance industry. Innovative ways to help keep money coming in. 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 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. 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 What does this mean? Also, scroll over any city to learn about the cost of living in retirement for that location. Ask candidates about their formal training. Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. Remember to check your email for a link to download our free guide, The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. These conflicts can negatively impact clients via hidden fees and overall higher costs. Read through our introductory course to financial advisors. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. is registered with the U.S. Securities and Exchange Commission as an investment adviser. With our trusted network of advisors, well connect you with up to three established planners in your area. ET 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. Sat, 8:00 a.m. - 2:00 p.m. over 8 years This could also limit the number and diversity of investment options available and may impact their transferability. Sun, CLOSED. 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. Sales: 877.345.5256 Support: 800.891.8880 stay connected Loan Customer Service Depending on your needs and risk tolerance, these may invest in a variety of securities, including mutual funds and exchange-traded funds (ETFs). While this can be seen as "eating your own cooking," there are conflicts that may arise. Remember to check your email for a link to download our free guide, Investing can be a great part of your financial picture if you understand a few key points. Read our Safety & Security Promise. 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. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. What are Discretionary and Non-Discretionary Spending. Here's how we make money. 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. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Box 182387 Stay sharp with senior focused financial articles. Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. For further detail, see our articles on different types of advisors and financial advisor services. THE TRUMP TAX PLAN: . http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. platform based on information gathered from users through our online questionnaire. 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. Prompt Service We will be prompt, courteous, and responsive. over 7 years 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. 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. No. Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. Customer Service Firm performs side-by-side management with accounts that have differing fee structures. Huntington Financial Advisors in Brookpark, OH and has Remember to check your email for a link to download our free guide, 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). Loan Payment Assistance Sun, CLOSED, Business Credit Cards Huntington. 2023 Senior Finance Advisor Inc. All rights reserved. Find the location nearest you. Please contact your Company Administrator to reset your password if you continue having problems logging in. While timing is essential to investing, smart investments at any age can be effective. Lending products are subject to credit application and approval. One of our partner advisors will be reaching out to you shortly. Credit Card Customer Service What Are the Best Investments for Retirement?
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