platform based on information gathered from users through our online questionnaire. 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). and is registered to serve investors in New Jersey. SEC.gov The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. The Huntington National Bank If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. solutions for growing your All requests for updated information should also be reported directly to the SEC and/or FINRA. What happened? A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. 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. 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). to maximizing your money. serve the financial needs of clients across 53 states (or territories). Do not rely solely on the information on this page. 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. 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 existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. All investing involves risk, including loss of principal. 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. Why does your firm believe in offering commission-based services to clients? 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. Financial planning questionnaire. is registered with the U.S. Securities and Exchange Commission as an investment adviser. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. From understanding the different financial service offerings to verifying credentials and understanding the compensation; learn how to find a financial advisor you can trust with your money. Is your firm affiliated with a law firm in any capacity? What does this mean? Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? MF, 8:00 a.m. - 5:00 p.m. Help us keep your information up-to-date. Sat, 8:00 a.m. 4:00 p.m. Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). ET Huntington (516) 358-9455 (800) 990-9455. . Questions to ask
From What does this mean and why is it important? 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, The firmoperates as a broker-dealer as well as an investment advisor. Data feeds used for advisors pages may be delayed; please also refer to Estimate your What does this mean? We can help safeguard your 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. How many times did it occur? When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. This is not an offer to buy or sell any security or interest. 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. MFri, 8:00 a.m. - 7:00 p.m. Our Advisory Satisfaction Promise to you. of experience in the finance industry. Find the location nearest you. Create Job Alert. Tips, tools and how to's to help with your financial goals. (800) 323-9865 Different privacy and security practices may apply. Your investment strategy is key of experience in the finance industry. Financial Planning licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at 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. Learn more. What conflicts do I need to be made aware of? Every client is different. Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. Theyll explain their services and can The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. They What does this mean and why is it important? Huntington National Bank over 14 years Please enable JavaScript. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. Independence Capital Company, Inc. Richard J. Martin. Why doesnt your firm use a secure website? MTh, 8:00 a.m. 11:00 p.m. Get competitive proposals from multiple advisors. of experience in the finance industry. You're about to leave huntington.com and go to a site Huntington doesn't control. Questions to ask
we help you find the best Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. Daily, 7:00 a.m. - 8:00 p.m. Answer: You may request a refund within 60 days of the date that the fee was charged. So you can feelconfident going forward. What does this mean? Huntington Private Bank 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. Questions to ask
SmartAssets services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. Full-Time. Financial Planners Financial Planning Consultants Investment Advisory Service Services 21 YEARS IN BUSINESS (304) 529-1099 940 4th Ave Ste 202 Huntington, WV 25701 CLOSED NOW 11. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. Investing can be a great part of your financial picture if you understand a few key points. Any data inaccuracies, please contact our team. What does this mean? Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. And while youll have your own dedicated financial advisor, youll also have access to specialists throughout Huntington from lending to banking and more to help with your specific needs. an Adviser or provide advice regarding specific investments. What does this mean? Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Does your fim accept soft-dollar benefits? Huntington Financial Advisors Huntington Financial Advisors 37 West Broad Street, Columbus, OH(800) 322-4600 Website See Advisors At This Firm Overview Fees & Compensation Client Types Contact Overview Fees &. HuntingtonAdvisors are personal, responsive, and transparent. 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). (800) 340-4165 . We want you to have a great experience while you're here. 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. Sat, 8:00 a.m. - 1:00 p.m. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select ET, Tel. Sat, 8:00 a.m. - 2:00 p.m. services are limited to referring users to third party advisers registered or chartered as fiduciaries As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. over 23 years They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). . This refund will only be provided one time and only with respect to our advisory services and will be credited to the affected account. Will any of my assets be invested in those products? Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. ET Tips, tools and how to's to helpwith your financial goals. Huntington Financial Advisors in Akron, OH and has Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. What does this mean? You're about to leave huntington.com and go to a site Huntington doesn't control. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. 2023 Senior Finance Advisor Inc. All rights reserved. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. #101, Huntington Beach, CA 92647. Loan Overnight Payment Address Learn 7 steps to help you find the best financial advisor for you. "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. We will be transparent about the fees we charge. 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 Learn 5 things to consider to help you find a financial advisor right for you. Do You Know About the Spousal Social Security Benefit? 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). A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Delaware Banking Office, 1750 Columbus Pike. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Please see our General Disclaimers for more information. 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. . What does this mean and why is it important? The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation. Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. Sun, CLOSED. They manage $4,766,857,565in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). Please enable JavaScript. You have been idle and will be logged out in We will deliver solutions that fit your needs. With our trusted network of advisors, we'll connect you with up to three established planners in your area. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. What are Discretionary and Non-Discretionary Spending. 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. What does this mean and why is this important? insurance or more specialized SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at 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. of experience in the finance industry. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. managing a windfall, or anything 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. You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. money, whether you're looking 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. 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. One of our partner advisors will be reaching out to you shortly. advisors. 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. 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. *SEC data last verified January 03, 2023. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. 2023 Huntington Bancshares Incorporated. See you back here soon! Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. 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