Does your fim accept soft-dollar benefits? Firm or an affiliate actively engages in business as a law firm or lawyer. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. All investing involves risk, including loss of principal. Our goal is to retain your relationship and your business. Please contact the advisor for additional information on fees. Qualified participating firms must abide by investor.com Certification program's terms and conditions when utilizing an awarded "Trusted by investor.com" badge, as well as in connection with permitted enhancements to the firm's investor.com profile page. seconds. Please enable JavaScript. Read through our introductory course to financial advisors. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals While this can be seen as "eating your own cooking," there are conflicts that may arise. Our economic professionals help keep you up to speed on recent financial news and market outlooks. 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. Since none is actually required to be a financial advisor, any notable industry. Since 2008, Team Huntington has raised more than $36 million for cancer research. 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. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. WebOverview The Morgan Stanley Wealth Management Financial Advisor Associate (FAA) Program is a rigorous, demanding, and intense 36-month training and development program. SmartAsset does not Sat, 8:00 a.m. - 1:00 p.m. ET Whether youre looking to stay engaged or stay afloat, start planning now. Answer: Huntington is committed to validating the request and crediting the fees within 45 days of initial notification by you. We want you to have a great experience while you're here. Tips, tools and how to's to helpwith your financial goals. This is the process of planning for your financial future, including for events such as retirement, your A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. Should I Hire a Financial Advisor or DIY It? Operating as an online business, this site may be compensated through third party advertisers. 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. 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. Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). WebDescription . Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. How does your firm mitigate them? Private Banking As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Data feeds used for advisors pages may be delayed; please also refer to What does this mean? Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. 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. 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. Traverse City, MI 49686, 11100 Wayzata Blvd, Suite 800, Minnetonka, MN 55305, 525 Vine St, 21st Floor, Cincinnati, OH 45202, 3421 Ridgewood Rd Ste 100, Fairlawn, OH 44333, 2 Equity Way, Suite 100, With our trusted network of advisors, well connect you with up to three established planners in your area. and well try to help! The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. We value your opinion. Sat, 8:00 a.m. - 2:00 p.m.
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. Customer Service ET 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 While StockBrokers.com has all data verified by industry participants, it can vary from time to time. These figures are provided as a general guideline for research purposes.

Will any of my assets be invested in those products? Our system has identified the following conflict alerts. ET 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. ET 2023 Reink Media Group LLC. WebHuntington Financial Advisors Firm's CRD Number:16986 41 S. High Street,Columbus,OH43215800.322.4600https://www.huntington.com By the Numbers

Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. 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. So, what makes this relationship so strong? advisors. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. This can be 5555 Cleveland Ave

Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). Advisors who earn commissions may be incentivized to 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. Does your firm, or anyone associated with the firm, practice as a law firm? Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. 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. Credit Card Customer Service You're about to leave huntington.com and go to a site Huntington doesn't control. 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. WebHuntington Financial Advisors 2514 Dixie Highway Ft Mitchell KY 41017 More Info Huntington Financial Advisors 3517 Decoursey Avenue Latonia KY 41015 More Info Huntington Financial Advisors 540 Madison Avenue Covington KY 41012 More Info Huntington Financial Advisors 5148 Delhi Pike Cincinnati OH 45238 More Info The Huntington National Bank is an Equal Housing Lender and Member FDIC. ET Visit us online or call us at (800) 562-6871 WebHUNTINGTON FINANCIAL ADVISORS offers portfolio management for individuals and/or small businesses, portfolio management for businesses, selection of other advisers and Also referred to as an asset-based fee, this fee typically ranges Questions to ask Attn: S/B GW4W122 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, Business Credit Cards It controls $4.8 billion in total assets over 26,788 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management (AUM). 92605 USA. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Industry. over 18 years It is involved in selling products or offering services aside from investment advisory services to its customers. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Your Company Administrator is the only individual able to reset your password. What does this mean? If you are looking for a specific financial advisor and you cant find them on Wealthminder, 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. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. advisors and firms and matches based on specific criteria (investable assets, geography, and willingness You're about to leave huntington.com and go to a site Huntington doesn't control. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Is your firm affiliated with a law firm in any capacity? WebHuntington Financial Advisors 37 West Broad Street, Columbus, OH(800) 322-4600 Website See Advisors At This Firm Overview Fees & Compensation Client Types Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America. While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. Questions to ask Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. tips_and_updates Financial Advisor Education. If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. small businesses. 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. "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. Deerfield Towne Center 5085 Deerfield Blvd. What does this mean and why is this important? Huntington Financial Advisors in Dublin, OH and has (800) 340-4165 Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. For further detail, see our articles on different types of advisors and financial advisor services. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Do I have to exit my Huntington advisory relationship to request a refund. Tips, tools and how to's to helpwith your financial goals. Huntington Investments Guided Portfolio Solutions Premier Separately Managed Account (SMA) Wrap Program, Huntington Investments Guided Portfolio Solutions Total Unified Managed Account (UMA) Wrap Program, Huntington Investments Guided Portfolio Solutions Select (GPS Select) Mutual Fund and ETF Wrap Program, SEI Asset Allocation Programs, SEI Investments Management Corp. (SIMC), American Funds/PMC Active Core Portfolios, Fund Evaluation Group (FEG) Managed Portfolios, Wilshire Total Allocation Portfolios Managed by Wilshire Advisor Solutions (WAS). ET, Mortgage Payment Assistance Investor.com is your trustworthy guide to the world of personal finance. Call (877) 932-2265 for Online Banking technical support. which it authorizes the use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. 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The Questions to ask We'll refund the last 90 days of your Investment Management fees paid for any account where we provide investment management services (the "Strategies") as set forth in your applicable Investment Management Agreement with Huntington Private Bank. 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 licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. What happened? (800) 372-7725 FINRA data last verified January 18, 2023. The average financial advisor at Huntington Financial Advisors oversees around 71 client accounts, placing it towards the middle in terms of personalization.

Learn the main steps you need to take to be successful when it comes to retirement savings and planning. Please contact your Company Administrator to reset your password if you continue having problems logging in. Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan Zoom between states and the national map to see the top spots in each region.