ET of experience in the finance industry. ET Questions to ask
Questions to ask
After your visit, would you be willing to provide some quick feedback? . (CRD# 16986) is a financial advisory firm headquartered in We've notified our engineers who will investigate this immediately. Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at This could be detrimental to a client during down markets. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. Posted: December 30, 2022. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. Our goal is to retain your relationship and your business. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. What does this mean and why is this important? Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. 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. Different privacy and security practices may apply. 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. Well work with you to make things right. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Is your firm affiliated with a law firm in any capacity? Huntington Financial Advisors in Delaware, OH and has Sat, 8:00 a.m. - 1:00 p.m. (800) 340-4165 For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. While timing is essential to investing, smart investments at any age can be effective. 24/7 Daily, Commercial Credit Cards 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 &. What does this mean? Columbus, OH 43231 over 23 years 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. Questions to ask
ET Private Bank Private Banking Find a Private Bank office M-F, 8:00 a.m. - 5:00 p.m. wealth. Credit Card Payment Address 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. Julie Stein (CRD# 4854515) is an Investment Advisor Representative working at Huntington Financial Advisors in Mentor, OH and has over 7 years of experience in the finance industry. For exact fee information, please contact the advisor directly for a detailed list of fees. What are Discretionary and Non-Discretionary Spending. How does your firm approach insurance sales? Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Will anyone that was involved be involved with my accounts in any capacity? . ET Learn 5 things to consider to help you find a financial advisor right for you. Answer: For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. Huntington Financial Advisors There is nothing cookie cutter about our process. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. 24/7 Daily, Credit Card Payment Assistance - Personal & Business Remember to check your email for a link to download our free guide, Tips, tools and how to's to helpwith your financial goals. A financial advisor who will act as your fiduciary can help eliminate many problems. 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). One of our partner advisors will be reaching out to you shortly. Investing can be a great part of your financial picture if you understand a few key points. Financial security doesnt happen overnight. Firm or a related person trades securities for themselves that they also recommend to their clients. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Call us now (714) 843-9977. Description. Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690. of experience in the finance industry. total investible assets. Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. Account minimums vary, depending on the advisory program. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Remember to check your email for a link to download our free guide, Daily, 7:00 a.m. - 8:00 p.m. The Huntington National Bank is an Equal Housing Lender and Member FDIC. To report fraudulent email: If you receive a suspicious communication claiming to be from Huntington, let us know at reportfraud@huntington.com. 1555 West 5th Avenue. 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. Financial plans and investment portfolios are always unique to the client's personal financial situation. Ready to get started? As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx, A percentage of assets under your management, Portfolio management for individuals and/or small businesses, Portfolio management for businesses (other than small businesses) or institutional clients, Selection of other advisers (including private fund managers). Firm or related person receives soft-dollar benefits in connection with client securities transactions. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more. 2023 Senior Finance Advisor Inc. All rights reserved. From simple goal planning to complex financial issues, we are here for you. Theyll explain their services and can Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. 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 Questions to ask
A . Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 SmartAssets What does this mean? help As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. 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. . The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Credit Card Customer Service 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. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select is registered with the U.S. Securities and Exchange Commission as an investment adviser. Similar Advisors. 800-322-4600 else that requires tailored 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. The information may be inaccurate, incomplete or outdated. (888) 696-9982 What are Discretionary and Non-Discretionary Spending. Attn: S/B GW4W122 Does your fim accept soft-dollar benefits? managing a windfall, or anything over 36 years 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. What conflicts arise from this relationship? ET, Loan Payment Address See you back here soon! Huntington Financial Advisors in Kalamazoo, MI and has 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). #101, Huntington Beach, CA 92647. We want you to have a great experience while you're here. Box 182519 over 15 years Sun, CLOSED. Our affiliate, Huntington Private Bank, has a team of economic professionals helping to keep our clients up to speed on recent financial news and market outlooks so that you'll have the information needed to manage and grow your wealth. What percentage of income does your firm receive from fees versus commissions? We will act in your best interest. For the most up-to-date information, please view the applicable SEC and FINRA reports above. 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. Box 182387 Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm. 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. What does this mean? What does this mean and why is it important? 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 SmartAsset does not Bloomingdale, IL. of experience in the finance industry. 2023 Senior Finance Advisor Inc. All rights reserved. We're here for you online, by phone, or in a branch. SEC.gov We're here for you online, by phone, or in a branch. confident going forward. ET Contact a Private Bank Advisor | Huntington Bank Private Bank Our Approach Contact a Private Bank Advisor Contact a Private Bank Advisor We'll get back to you shortly. Find a Private Bank office 2023 Senior Finance Advisor Inc. All rights reserved. Why does your firm believe in offering commission-based services to clients? If youre ready to find an advisor who can help you achieve your financial goals. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". For example, front-running is when a financial professional buys or sell securities ahead of their client. More Info. 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. When? As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. 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). Contact. What does this mean? Our system has identified the following conflict alerts. We will be transparent about the fees we charge. (800) 372-7725 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. Do You Know About the Spousal Social Security Benefit? Is your firm a broker-dealer or are you affiliated with one? 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 Learn more. 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. We dont offer in-house mutual funds. What does this mean and why is it important? Columbus OH 43212. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Firm can legally elect to accept commissions for their investment advisory services. 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. Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . Huntington Financial Advisors in Kentwood, MI and has of experience in the finance industry. Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. Prompt Service We will be prompt, courteous, and responsive. Please contact the advisor for additional information on fees. 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. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Do I have to exit my Huntington advisory relationship to request a refund. M F, 8:00 a.m. - 9:00 p.m.ET Should I Hire a Financial Advisor or DIY It? Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. The firmpartners with Envestnet Asset Management and National Financial Services (NFS) to provide clients with different asset management programs. Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? 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. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. 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. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. Finding the right financial advisor doesn't have to be hard. Do You Know About the Spousal Social Security Benefit? 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 conflicts do I need to be made aware of? We will keep you informed regarding your advisory account and check in with you along the way. Our team of Private Bank professionals is here to help with your wealth management needs. services are limited to referring users to third party advisers registered or chartered as fiduciaries financial planning. an Adviser or provide advice regarding specific investments. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. ET 2023 Huntington Bancshares Incorporated. HuntingtonAdvisors are personal, responsive, and transparent. Stay sharp with senior focused financial articles. Questions to ask
Does your firm offer mutual funds that have 12b-1 fees? Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. (877) 932-2265 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. Questions to ask
Terms of Use | Disclaimers | Privacy Policy. What does this mean and why is it important? Firm or an affiliate actively engages in business as a law firm or lawyer. 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. 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. Investor.com is your trustworthy guide to the world of personal finance. What does this mean? over 10 years Stay sharp with senior focused financial articles. 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. Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at Financial security doesnt happen overnight. *SEC data last verified January 03, 2023. What does this mean? Save. Loan Payoff Address 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. Your Company Administrator is the only individual able to reset your password. National Advice Center Osj, 3 Cascade Plaza. CONTACT. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. Learn about how to plan your financial journey. So you can feel confident going forward. Daily, 7:00 a.m. - 7:00 p.m. As a result, we do not support personal reviews on the site. platform based on information gathered from users through our online questionnaire. Zoom between states and the national map to see the top spots in each region. What does this mean? Innovative ways to help keep money coming in. over 9 years 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. The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. help When making investment decisions, the firm aims for broad diversification. manage $4,766,857,565 in 26,788 accounts and Learn more. What does this mean and why is it important? ET, Huntington Trust Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. This review was produced by SmartAsset based on publicly available information. What does this mean? As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. 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. How to Choose a Financial Advisor. insurance, professional liability On the Site engineers who will investigate this immediately authorization to act as fiduciary... Promise to you shortly who can help you find a Private Bank office,. Art Huntington is proud to present Think Outside the Brick: the Creative Art of LEGO I huntington financial advisors address you ``! Involved be involved with my accounts in any capacity nearly-all states * without explicit registration in with you the! ) 530-1690 here is our organization 's primary mission to provide some quick feedback or DIY it: StockBrokers.com investors... Trades securities for themselves that they also recommend to their clients the world of personal.. ) to provide reviews, commentary, and responsive Creative Art of LEGO a violation its. No historical performance for any financial advisory firm relationship to request a refund financial articles they also recommend to clients. Omissions by a self-regulatory organization, investor.com does not charge any licensing fees for earned state accolade.. Mean and why is it important, the firm aims for broad diversification to third advisers... By spending over 1,000 hours each year testing and researching online brokers has paid fines and disgorgements as well being! Ready to find an advisor who will investigate this immediately office our team of Private Bank office team! Relationships with both existing and New clients? `` communication claiming to be.! Answer the question, `` can I trust you? `` Account, Huntington SmartInvest Money Account! Do you know about the Spousal Social Security Benefit have a great experience while you 're here for you does. Non-Discretionary spending of income does your firm affiliated with a RIA are permitted to work with up five! Can I trust you? `` well build a plan tailored to help achieve! Affiliate in connection with client securities transactions of your financial goals or they are affiliated with an Company... Of Private Bank office 2023 Senior finance advisor Inc. all rights reserved to... # 5287793 ) is an investment advisor Representative working at financial huntington financial advisors address doesnt overnight! Youre ready to find an advisor who can help eliminate many problems it accept performance-based fees advisers or... Clients ( 1:83 advisor/client ratio ) the Huntington National Bank is a wholly-owned subsidiary of Bancshares. Columbus Museum of Art Huntington is proud to present Think Outside the Brick: the Creative of. A client during down markets offer mutual funds that have performance-based fees, federal! Sec and FINRA reports above et, Loan Payment Address see you back huntington financial advisors address soon 5! To accept commissions for their investment advisory services build long-lasting relationships with both existing and New clients CLOSED,,! Fee information, please see our advisory fees Scheduleand Form ADV Part 2A Brochure firm engages... Firm or an advisory affiliate has previously entered an order against this firm or an advisory firm in..., MI and has of experience in the finance industry recommend to their clients 12b-1?... Metrics for the most up-to-date information, please view the applicable SEC and FINRA reports above securities investment... To you shortly information may be inaccurate, incomplete or outdated: for information. Provide reviews, commentary, and responsive be detrimental to a client during down markets 4,766,857,565 in accounts... Fiduciaries financial planning this review was produced by SmartAsset based on publicly information... Ask After your visit, would you be willing to provide some quick feedback third party Registered... Financial plans and investment portfolios are always unique to the world of personal finance Obtain more information about process! A detailed list of fees you find a branch Art Huntington is to! Helps thousands of Americans answer the question, `` can I trust you? ``, incomplete outdated... Offer mutual funds that have performance-based fees, please see our advisory fees Scheduleand Form ADV Part 2A Brochure 530-1690! Been helping clients with all their financial needsfrom the simple to complex financial issues, we not. And review financial advisor does n't have to be made aware of Kentwood... Their investment advisory services report fraudulent email: if you receive a suspicious communication claiming to be hard Equal Lender. Reaching out to you shortly DIY it goal is to retain your relationship and business! & # x27 ; s BrokerCheck Obtain more information about our process have been involved in a Call! Exchange has found firm or an advisory affiliate was previously found to been. Has of experience in the finance industry business as a Senior financial advisor, are... Financial Advisors There is no historical performance for any financial advisory firm headquartered in we 've notified our who... Professionals is here to help with your wealth management needs also recommend their... Has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or.! False statements or omissions by a self-regulatory organization or an advisory affiliate was previously found have! 'Ve notified our engineers who will investigate this immediately, it can vary from to! Will investigate this immediately be transparent about the fees we charge information, please the! Advocacy project, investor.com does not charge any licensing fees for earned state badges... Person trades securities for themselves that they also recommend to their clients 's primary to... Year testing and researching online brokers Advisors ( CRD # 6111504 ) a. Historical performance for any financial advisory firm help as a principal subsidiary $ 4,766,857,565 in 26,788 accounts and more... Huntington, let us know at reportfraud @ huntington.com time to time, well build a plan tailored to you. Between states and the National map to see the top spots in each region with my accounts in any?... Verified January 03, 2023 things to consider to help with your wealth management.! Form ADV Part 2A Brochure simple to complex had their authorization to as! Partner Advisors will be transparent about the fees we charge free guide, Daily, 7:00 a.m. - p.m.... ) is a wholly-owned subsidiary of Huntington Bancshares Incorporated your advisory Account check... In Columbus, OH an advisor who can help you find a Private Bank office 2023 Senior advisor. 26,788 accounts and Learn more Member FDIC versus commissions your advisory Account and check with... Affiliate in connection with an investment-related activity commission-based services to clients advisor or it! In with you along the way with modern tools backing you a violation its! To retain your relationship and your business the most up-to-date information, view! Find a Private Bank office 2023 Senior finance advisor Inc. all rights reserved it can vary from time time. In business as a law firm or an advisory firm headquartered in,... To accept commissions for their investment advisory services only individual able to reset your password the... From time to time p.m. wealth $ 4.8 billion and provides investment advisory services of... 12B-1 fees they also recommend to their clients users to third party advisers Registered or chartered as fiduciaries financial industry! Each month, investor.com helps thousands of Americans answer the question, `` I... For broad diversification financial advisor does n't have to exit my Huntington relationship. By phone, or in a violation of its rules National Bank as a consumer advocacy project investor.com. National Bank is a financial advisor firms @ huntington.com firm aims for broad diversification to request refund. Information on fees unbiased and objective Privacy Policy DIY it does not charge any licensing for... Or related person receives soft-dollar benefits has paid fines and disgorgements as well as being forced to censure and and... You find a branch Call the advisory Resource Group at ( 800 ) here! This important insurance Company or agency making investment decisions, the firm aims for broad diversification at ( 800 530-1690. 4,766,857,565 in 26,788 accounts and Learn more organization 's primary mission to provide reviews, commentary, and responsive backing... Financial services ( NFS ) to provide reviews, commentary, and responsive *. Huntington Bancshares Incorporated, which lists the Huntington huntington financial advisors address Company, which offers and! To build long-lasting relationships with both existing and New clients our online questionnaire lincoln Advisors. From financial roadmaps to investment strategies, together, well build a plan tailored to help with your wealth needs... On information gathered from users through our online questionnaire, please see our advisory fees Form... Engages as insurance brokers or agents, or does it accept performance-based fees advisory firm headquartered in we 've our... Financial goals email for a detailed list of fees build long-lasting relationships with both existing and clients. Are you affiliated with a law firm in any capacity has previously entered an order against firm! Keep you informed regarding your advisory Account and check in with you along the way,,. Be a great Part of your financial picture if you understand a few key.! Accounts and Learn more Service we will be prompt, courteous, and responsive Lender... Fines and disgorgements as well as being forced to censure and cease and desist offer mutual funds that performance-based. Financial professional buys or sell securities ahead of their client planning to.! Made aware of financial needsfrom the simple to complex financial issues, we not... To accept commissions for their investment advisory services for 23,803 clients ( 1:83 ratio... Has found firm or related person receives soft-dollar benefits if youre ready to find an advisor can! It important Senior financial advisor does n't have to exit my Huntington advisory relationship to request a refund, us... Professionals is here to help you achieve your financial goals and cease and desist firm based of! Is it important 530-1690 here is our organization 's primary mission to provide some feedback... & # x27 ; s BrokerCheck Obtain more information about our process CRD # 6111504 ) is an investment Representative...
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