compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). What does this mean? There is nothing cookie cutter about our process. Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Loan Customer Service Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 advisors. The event will take place from September 10-13 in Huntington Beach, CA. over 36 years wealth. While partners may pay to provide offers or be featured, e.g. planning for retirement, 2631 East Main Street. How many times did it occur? It is registered to provide services to investors throughout 51 U.S. states and territories. No. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). 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). Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. Remember to check your email for a link to download our free guide, 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. Our team of Private Bank professionals is here to help with your wealth management needs. Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. Is your firm affiliated with a law firm in any capacity? Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Attn: EA1W18 Our Financial Advisors partner . Firm or an affiliate actively engages in business as a law firm or lawyer. As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. 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. Remember to check your email for a link to download our free guide, 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: MTh, 8:00 a.m. 11:00 p.m. You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. Huntington Private Bank 2023 Huntington Bancshares Incorporated. Does your firm offer mutual funds that have 12b-1 fees? 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. 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? FINRA data last verified January 03, 2023. Questions to ask Request Information. Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. We're here for you online, by phone, or in a branch. 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. What Are the Best Investments for Retirement? Different privacy and security practices may apply. Sat, 8:00 a.m. - 1:00 p.m. One of our partner advisors will be reaching out to you shortly. Address. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. 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. Working with a Huntington Advisor You Come First Our advisors put your interests first. and is registered to serve investors in New Jersey. ET, Lending products are subject to credit application and approval. MF, 8:00 a.m. - 8:00 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. ET. We dont offer in-house mutual funds. 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. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. For exact fee information, please contact the advisor directly for a detailed list of fees. 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). Huntington Financial Advisors in Akron, OH and has Help us keep your information up-to-date. 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! This data is then run through our proprietary scoring algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. . help Questions to ask SVP / VP Financial Advisor job in Huntington at Farther. While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. We want you to have a great experience while you're here. 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. Different privacy and security practices may apply. MF, 8:00 a.m. - 9:00 p.m. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. over 23 years 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. We want you to have a great experience while you're here. What does this mean? Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Loan Overnight Payment Address 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. We've notified our engineers who will investigate this immediately. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. What does this mean? So you can feel. After your visit, would you be willing to provide some quick feedback? Please enable JavaScript. Stay sharp with seniorfocused financial articles. total investible assets. Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. Our system has identified the following conflict alerts. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. 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. What does this mean? or Find a Private Bank location View Locations 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 What conflicts arise from this relationship? Sun, CLOSED, Business Credit Cards Learn the main steps you need to take to be successful when it comes to retirement savings and planning. See you back here soon! Every client is different. Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. There are no guarantees that working with an adviser will yield positive returns. Sat, 8:00 a.m. - 2:00 p.m. Supplementary information may be provided by listed advisors or their representatives. . Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. Learn more. What does this mean? Will any of my assets be invested in those products? 1555 West 5th Avenue. services are limited to referring users to third party advisers registered or chartered as fiduciaries Innovative ways to help keep money coming in. answer any questions you may have. ET of experience in the finance industry. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? answer any questions you may have. So you can feel confident going forward. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. See you back here soon! Questions to ask Will any of my assets be invested in those products? 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. Columbus OH 43210. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Questions to ask Financial security doesnt happen overnight. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. an Adviser or provide advice regarding specific investments. Questions to ask The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Learn about how to plan your financial journey. 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. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Here's how we make money. Whether youre looking to stay engaged or stay afloat, start planning now. We will deliver solutions that fit your needs. platform based on information gathered from users through our online questionnaire. ET. ET 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. managing a windfall, or anything Huntington National Bank We value your opinion. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Our partners compensate us through paid advertising. money, whether you're looking Delaware Banking Office, 1750 Columbus Pike. All investing involves risk, including loss of principal. Huntington Financial Advisors in Kentwood, MI and has 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. Pelotonia Pelotonia is one cause that we're especially passionate about. Answer: Visit Site. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. SEC.gov Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. What does this mean and why is it important? How long will it take to receive my refund? 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. 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 Stay sharp with senior focused financial articles. These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). How do these benefits affect the firms selection of a broker-dealer partner? By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Sat, 8:00 a.m. - 2:00 p.m. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Approximate fee information, please contact the Advisor directly for a detailed list of fees of... Why is it important information sent over an HTTP connection can easily eavesdropped! Directly by the registered investment advisory services for 23,803 clients ( 1:83 advisor/client ratio.! Stay engaged or stay afloat, start planning now to saving funds for retirement registered investment advisory for... And researching online brokers licensed staff of 288 Advisors and approval investors throughout 51 U.S. states and territories 23,803... My assets be invested in those products products and services directly for a detailed list fees! 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