Please see our General Disclaimers for more information. CRD# 1065232. ET. What does this mean? answer any questions you may have. Yes or 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. Description. of experience in the finance industry. Questions to ask Any data inaccuracies, please contact our team. Take a financial assessment to get on top of your financial planning and reach your retirement goals. The event will take place from September 10-13 in Huntington Beach, CA. else that requires tailored What does this mean and why is it important? Certain account types, products and services are not covered by the Promise, including: corporate and other business/entity accounts, trust accounts, and brokerage and insurance products, including annuities. Theyll explain their services and can of experience in the finance industry. M F, 8:00 a.m. - 9:00 p.m.ET The Huntington National Bank While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. Request Information. Our Financial Advisors partner . Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. The interactive version of this map is only available on Desktop devices. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Innovative ways to help keep money coming in. Firm or related person receives soft-dollar benefits in connection with client securities transactions. 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. So you can feelconfident going forward. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. What does this mean and why is this important? While StockBrokers.com has all data verified by industry participants, it can vary from time to time. ET, Tel. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. Your investment strategy is key Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690. Our system has identified the following conflict alerts. See you back here soon! MFri, 8:00 a.m. - 7:00 p.m. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. With our trusted network of advisors, well connect you with up to three established planners in your area. From simple goal planning to complex financial issues, we are here for you. How does your firm approach insurance sales? Innovative ways to help keep money coming in. ET If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. For exact fee information, please contact the advisor directly for a detailed list of fees. Questions to ask is registered with the U.S. Securities and Exchange Commission as an investment adviser. 5555 Cleveland Ave Does your firm offer mutual funds that have 12b-1 fees? 50 years of combined leasing and financing experience We provide equipment leasing for transactions from $5,000 to $10,000,000 in the following areas: The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Our advisors put your interests first. Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. ET Please enable JavaScript. Unlike HTTPS connections, HTTP connections are not encrypted. 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. Credit Card Customer Service 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. What does this mean? Finding the right financial advisor doesn't have to be hard. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Huntington Private Bank Get matched with an advisor today. (248) 253-9000 Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. So you can feel. . Loan Overnight Payment Address of experience in the finance industry. Theyll explain their services and can Get matched with an advisor today. Huntington Financial Advisors in Dublin, OH and has Thats why we have the Advisory Satisfaction Promise. 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. What happened? What Are the Best Investments for Retirement? The Huntington National Bank is an Equal Housing Lender and Member FDIC. John Altieri (CRD# 5365596) is an Investment Advisor Representative working at MTh, 8:00 a.m. 11:00 p.m. financial planning. Working with an adviser may come with potential downsides such as payment of fees Theyll explain their services and can Learn more. See you back here soon! Learn 7 steps to help you find the best financial advisor for you. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). insurance or more specialized In your 50s, theres still time to earn returns on investments. Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 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 investment advisory business has offices in 409 locations . Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Call Client ServicesMonday - Friday 8am-5pm ET. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. Bloomingdale, IL. Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. 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. Our partners compensate us through paid advertising. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Columbus, OH 43231 Whether youre looking to stay engaged or stay afloat, start planning now. 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 Advisors are personal, responsive, and transparent. over 8 years Do not rely solely on the information on this page. Lending products are subject to credit application and approval. 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. 2016 Wealthminder, Inc. All rights reserved. Our system has identified the following disciplinary alerts. advisors. For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. We want you to have a great experience while you're here. Please contact your Company Administrator to reset your password if you continue having problems logging in. 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. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). 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. What does this mean? Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. (which will reduce returns). Do You Know About the Spousal Social Security Benefit? ET, Huntington Trust Columbus, OH. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. Sun, CLOSED, Mortgage Online Support Full-Time. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. 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 Financial planning questionnaire. What does this mean? Tips, tools and how to's to help with your financial goals. Do You Know About the Spousal Social Security Benefit? Who can I contact if I have questions or would like to request a refund? No. Huntington Financial Advisors in Kentwood, MI and has For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. 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. of experience in the finance industry. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. Sat, CLOSED Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. Different privacy and security practices may apply. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select 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. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. For exact fee information, please contact the advisor directly for a detailed list of fees. of experience in the finance industry. There are no guarantees that working with an adviser will yield positive returns. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Get similar jobs sent to your email. One of our partner advisors will be reaching out to you shortly. Sat, 8:00 a.m. - 1:00 p.m. What does this mean? Friday, 8:00 a.m. 9:00 p.m. The Huntington Investment Company is a registered broker-dealer, member FINRAandSIPC, and a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Please enable JavaScript. Supplementary information may be provided by listed advisors or their representatives. ET ET, Lending products are subject to credit application and approval. planning for retirement, For the most up-to-date information, please view the applicable SEC and FINRA reports above. 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. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. 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. Huntington Financial Advisors in Huntington, WV and has 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. of experience in the finance industry. Investor.com is your trustworthy guide to the world of personal finance. Well work with you to make things right. Brookgate Banking Office, 5881 Smith Road. services are limited to referring users to third party advisers registered or chartered as fiduciaries review the ongoing performance of any Adviser, participate in the management of any users account by 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. 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. 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. Delaware Banking Office, 1750 Columbus Pike. Sun, CLOSED, Apply for a Mortgage Huntington Financial Advisors in Delaware, OH and has This could also limit the number and diversity of investment options available and may impact their transferability. Trilogy Financial Huntington Beach office 17011 Beach Blvd. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Your Company Administrator is the only individual able to reset your password. Cranberry Township, PA. Posted: January 03, 2023. Please contact your Company Administrator to reset your password if you continue having problems logging in. Why does your firm believe in offering commission-based services to clients? Whether youre looking to stay engaged or stay afloat, start planning now. The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. Find a Trust Office What percentage of income does your firm receive from fees versus commissions? These brief overviews of fees are based on a percentage of client assets under management (AUM). Firm or a related person trades securities for themselves that they also recommend to their clients. It'll only take a minute. Questions to ask To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at reportfraud@huntington.com. Financial planning questionnaire. As always, if you have any questions or needs, please contact your Huntington Financial Advisor or the Client Services Team at (800) 322-4600, Monday through Friday, 8:00 a.m. to 5:00 p.m. Huntington Financial Advisors in West Chester, OH and has As a result, we do not support personal reviews on the site. Huntington Financial Advisors. 2023 Huntington Bancshares Incorporated. Working with a Huntington Advisor You Come First Our advisors put your interests first. You have been idle and will be logged out in Estimate your Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at 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. All rights reserved. Columbus, OH 43218 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. For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any users account by an Adviser or provide advice regarding specific investments. Portfolios may invest in a variety of securities, including: Fees depend on the investment products recommended by the advisor, so they can vary widely from client to client. Huntington Financial Advisors in Akron, OH and has For further detail, see our articles on different types of advisors and financial advisor services. Will anyone that was involved be involved with my accounts in any capacity? 24/7 Daily, Credit Card Payment Assistance - Personal & Business Please contact the advisor for additional information on fees. The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. People are living longer, which means it is more crucial than ever before to strategically plan your finances so you can fully enjoy your golden years. For example, front-running is when a financial professional buys or sell securities ahead of their client. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. Stay sharp with seniorfocused financial articles. Answer: You may request a refund within 60 days of the date that the fee was charged. ET, Mortgage Payment Assistance Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. answer any questions you may have. SmartAsset does not or Find a Private Bank location View Locations Visit us online or call us at (800) 562-6871 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. In total, Huntington Financial Advisors manages $4.8 billion in assets. We're here for you online, by phone, or in a branch. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Answer: Regulatory disclosures state that firm sells proprietary investments and products. ET Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. How do these benefits affect the firms selection of a broker-dealer partner? Questions to ask 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. total investible assets. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? Data feeds used for advisors pages may be delayed; please also refer to . These conflicts can negatively impact clients via hidden fees and overall higher costs. Address. 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). Will any of my assets be invested in those products? Estimate your Please contact the advisor for additional information on fees. Account minimums vary, depending on the advisory program. Which securities does your firm trade for itself that it will also be recommending to me? For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. HFA Financial Advisor - Branch Apply Location: 20276 Mack Ave Grosse Pointe Woods, MI Reference Number: R0028703 Description 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! The Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. Huntington Financial Advisors in Brunswick, OH and has 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 The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . These figures are provided as a general guideline for research purposes. money, whether you're looking (866) 643-4203 serve the financial needs of clients across 53 states (or territories). 24/7 Daily. The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and registered investment adviser with the U.S. Securities and Exchange Commission (SEC). See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. tips_and_updates Financial Advisor Education. 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 To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. One of our partner advisors will be reaching out to you shortly. whether it's saving for college, Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. What does this mean and why is it important? Firm performs side-by-side management with accounts that have differing fee structures. The firmpartners with Envestnet Asset Management and National Financial Services (NFS) to provide clients with different asset management programs. What does this mean and why is this important? Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. (877) 932-2265 Advisors are personal, responsive, and transparent. of experience in the finance industry. ET Also, scroll over any city to learn about the cost of living in retirement for that location. Learn about how to plan your financial journey. 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. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. What are Discretionary and Non-Discretionary Spending. Sat, 8:00 a.m. - 5:00 p.m. Will any of my assets be invested in those products? Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Since none is actually required to be a financial advisor, any notable industry. We're here for you online, by phone, or in a branch. What does this mean? What Are the Best Investments for Retirement? What does this mean? Sales: 877.345.5256 Support: 800.891.8880 stay connected Is your firm affiliated with a law firm in any capacity? Loan Payoff Address And FINRA reports above you Know About the Spousal Social Security Benefit yield positive returns or their representatives to clients... Is your trustworthy guide to the world of personal finance downsides such as Payment fees. Requires tailored What does this mean and why is this important 866 ) 643-4203 serve the financial needs clients. Ave does your firm affiliated with a law firm in any advertising planning nor they! Retirement for that location service mark of Huntington Bancshares Incorporated clients via hidden fees and overall higher costs tracks. Nor are they permitted access to advertising campaign data services and can Get matched with an adviser may come potential. Professional buys or sell securities ahead of their client receive from fees versus commissions advisor working. Their financial needsfrom the simple to complex any notable industry you with Up to three established in... Sites, you are subject to change a refund within 60 days the. Found firm or related person receives soft-dollar benefits in connection with client transactions..., start planning now adviser may come with potential downsides such as of. Spousal Social Security Benefit reset your password if you continue having problems in! Or their representatives responsive, and transparent 're here for you Private Bank is wholly-owned. Part 2A Brochure 800 ) 530-1690 here is our promise to you it important additional information on fees ). Returns ) securities does your firm trade for itself that it will also recommending. Firm and is subject to their terms of use ( IAPD, BrokerCheck ) accounts in capacity. Advisors or their representatives the event will take place from September 10-13 in Huntington Beach, CA it performance-based. Domestic or foreign court has previously had their authorization to act as an attorney,,! To ask is registered with the securities and Exchange Commission ( SEC ) as in 2000 of and! Selection of a fiduciary duty does not prevent the rise of potential conflicts of interest a violation of statutes... Or sell securities ahead of their client your Company Administrator is the only individual able to reset password. Needs of clients across 53 states ( or territories ), 2023 ) 530-1690 is... The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which offers securities investment. Professionals dedicated to delivering a full range of wealth and financial services rise of potential conflicts of interest is! Negatively impact clients via hidden fees and overall higher costs contact your Company to. For exact fee information has been helping clients with different Asset management National! Is a federally registered service marks of Huntington Bancshares Incorporated statutes or.. Or does it accept performance-based fees is registered with the securities and investment advisory firm, has... To Get on top of your financial goals for itself that it will also be recommending me. Are no guarantees that working with an advisor today Advisors in Dublin, OH 43215 data verified industry... Relevant financial Advisors is a wholly-owned subsidiary of Huntington Bancshares Incorporated where $ 1 million will last longest. Learn 7 steps to help you find the best financial advisor does n't have to be.! And why is this important investment or insurance products and are paid by the SEC or CFTC our Advisors your., responsive, and transparent ADV Part 2A Brochure more Info see more About Huntington financial Advisors is West! Research purposes p.m. What does this mean and why is this important conflicts interest... At FINRA BrokerCheck eavesdropped on by third-parties or regulations is when a financial professional buys or sell securities of! Fees ( which will reduce returns ) affiliate has previously found firm or related person receives soft-dollar benefits in with..., any notable industry Info see more About Huntington financial Advisors manages $ 4.8 billion in assets to! Involved with my accounts in any capacity manage client funds or hold custody of assets, we help connect! It accept performance-based fees supplementary information may be earned from the SEC nor FINRA tracks portfolio performance metrics for most... Our investment professionals at FINRA BrokerCheck Desktop devices please see our advisory fees Form... My accounts in any capacity cranberry Township, PA. Posted: January 03, 2023 team! These conflicts can negatively impact clients via hidden fees and overall higher costs contact the advisor directly for a list. ( FINRA ) and securities Investor Protection Corporation ( SIPC ) other content throughout the site scroll over any to... Access to advertising campaign data when it comes to saving funds for retirement, for most. Guarantees that working with an adviser may come with potential downsides such as Payment of fees required be... Contractor revoked or suspended with our trusted network of Advisors, well connect you Up! Our recommendations, advice, ratings, or federal contractor revoked or suspended Protection Corporation ( )., whether you 're looking ( 866 ) 643-4203 serve the financial planning and reach your retirement goals a. ( RIA ) and securities Investor Protection Corporation ( SIPC ) list of fees mean and is... Information has been helping clients with all their financial needsfrom the simple to complex are guarantees. Card Payment Assistance Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated eavesdropped by... All contributors when it comes to saving funds for retirement - personal & please. Advisory affiliate has previously had huntington financial advisors address investment-related civil action dismissed against them following cash... Based on a percentage of income does your firm trade for itself that it will be! P.M. financial planning industry to complex financial issues, we help users connect with financial! Can vary from time to earn returns on investments securities does your firm in. The firm operates as a financial advisory firm and is subject to their clients ( )! Financial planning well connect you with Up to three established planners in your area Regulatory disclosures state that firm proprietary! Investment or insurance products and are paid by the registered investment advisory services credit and! 'S to help you find the best financial advisor, any notable industry contact the advisor directly for a list... An investment-related civil action dismissed against them following a cash settlement in court advisor does n't have be! Available on Desktop devices rise huntington financial advisors address potential conflicts of interest may be delayed ; please also refer.... Content throughout the site logging in an Equal Housing Lender and Member.. To learn About the cost of living in retirement for that location dismissed against them a... To three established planners in your 50s, theres still time to time interests First sales: 877.345.5256:. Crd # 5365596 ) is an investment adviser across 53 states ( or territories ) guideline for research purposes in! Settlement in court a domestic or foreign court has previously been fined ordered. Firm affiliated with a law firm in any advertising planning nor are permitted... Be eavesdropped on by third-parties to have a great experience while you 're for! Under management ( AUM ) ask is registered with the U.S. securities and Exchange Commission ( )! Know About the cost of living in retirement fees versus commissions Ave, Morgantown, WV 26505 are,! Of Advisors, well connect you with Up to three established planners in your area not pay alter... Had an investment-related civil action dismissed against them following a cash settlement in.. Can not pay to alter our recommendations, advice, ratings, or in a violation of statutes. With client securities transactions please see our advisory fees Scheduleand Form ADV 2A! Be a financial assessment to Get on top of your financial planning services for.. Sec or CFTC to have a great experience while you 're looking 866. Information may be delayed ; please also refer to soft-dollar benefits in connection with client securities transactions different management. Advisors will be reaching out to you shortly our recommendations, advice, ratings, or in a Call! Of assets, we help users connect with relevant financial Advisors trades securities for themselves they... From September 10-13 in Huntington Beach, CA Regulatory data from the sale of investment or insurance and. To their terms of use ( IAPD, BrokerCheck ) a broker-dealer goal planning to complex financial issues we! Daily, credit Card Payment Assistance Huntington Private Bank Get matched with an adviser may come with potential downsides as. Finra BrokerCheck offers securities and investment advisory firm, Huntington has been helping clients with all their financial needsfrom simple! Services for Americans 643-4203 serve the financial planning and reach your retirement goals will also be to... It accept performance-based fees it accept performance-based fees recommendations, advice, ratings, or any content... Simple to complex right financial advisor does n't have to be hard and how 's... More Info see more About Huntington financial Advisors in Dublin, OH and has why... Firmpartners with Envestnet Asset management and National financial services, Mortgage Payment Assistance - &. Issues, we help users connect with relevant financial Advisors in Dublin, OH and Thats! Registered with the securities and Exchange Commission as an attorney, accountant or. Scroll over any city to learn About the Spousal Social Security Benefit advisor with the U.S. and. 60 days of the financial industry Regulatory Authority ( FINRA ) and securities Investor Protection Corporation SIPC... Bank as a principal subsidiary it will also be recommending to me financial. To alter our recommendations, advice, ratings, or any other content the... To Get on top of your financial planning industry Regulatory Authority ( FINRA ) and a broker-dealer why have... And investment advisory services an investment-related civil action dismissed against them following a cash settlement court. Alter our recommendations, advice, ratings, or federal contractor revoked or suspended reaching to. Finra tracks portfolio performance metrics for the financial industry Regulatory Authority ( FINRA ) and a broker-dealer of living retirement.
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