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. WebHuntington Financial Advisors Grand Rapids, MI View Firm Profile View Website +1 (800) 322-4600 Location 1251 East Beltline Avenue Northeast Grand Rapids, MI 49525 Get Wealthminder is a database of every Investment Advisor Representative in the country. Your Company Administrator is the only individual able to reset your password. Why does your firm believe in offering commission-based services to clients? SmartAsset does not Our economic professionals help keep you up to speed on recent financial news and market outlooks. ET 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. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. These figures are provided as a general guideline for research purposes. Call (877) 932-2265 for Online Banking technical support. None of the firm's clients are represented by people from outside of the U.S. * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone Discretionary management signifies that an investment advisor has the discretion to make transaction choices without needing client approval. 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. The forecasts range from a low of $13.64 to a high of $18.90. Friday, 8:00 a.m. 9:00 p.m. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. Sat, CLOSED 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. Why doesnt your firm use a secure website? directed to your financial advisor or to Huntingtons Advisory Resource Group at (800) 530-1690. treatment or consideration in SmartAssets profiles. Huntington Installment Loans Huntington is a subsidiary of Huntington Bancshares Incorporated (Nasdaq: HBAN), a $179 billion asset regional bank holding company headquartered in Columbus, Ohio. Attn: S/B GW4W122 licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Answer a few questions andget matched with an advisor. Throughout the process, you maintain control. Financial Advisors are obligated to disclose any events that may influence their professional conduct SmartAsset did not receive compensation for including any of the firms or advisors 24/7 Daily. useful if you want to learn about investing or financial management on your own. Beacon Wealth Solutions, Course 26, Meta Investment Management Company, Private Advisory Group, Chalkstream Capital Group, Was this helpful? 2023 Huntington Bancshares Incorporated. Huntington Financial Advisors offers a variety of financial services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Get Details on the FINRA Advisor Check site, 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). and well try to help! Questions to ask
If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. SmartAsset is not a client of the aforementioned WebHuntington Financial Advisors is a federally registered service mark and trade name under which The Huntington Investment Company offers securities and insurance This can be helpful if you are only looking Your Company Administrator is the only individual able to reset your password. Investing can be a great part of your financial picture if you understand a few key points. (800) 323-9865 Tips, tools and how to's to helpwith your financial goals. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. Wealthminder was created for one simple reason: Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. How many times did it occur? Robert R. has been a Huntington customer for 40 years. Should I Hire a Financial Advisor or DIY It? We dont offer in-house mutual funds. 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. Attn: EA1W18 policies, or making certain referrals or transactions. Wealthminder was built to make the process much easier. 24/7 Daily, Commercial Credit Cards who has at least $750,000 under management. Tips, tools and how to's to help with your financial goals. ET It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. Columbus, OH 43231 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. services are limited to referring users to third party advisers registered or chartered as fiduciaries All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. WebHuntington Financial Advisors Firm's CRD Number: 16986 41 S. High Street, Columbus, OH 43215 By the Numbers Total Assets Under Management 4,767 MILLIONS Total For exact fee information, please contact the advisor directly for a detailed list of fees. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). We work hard to collect and provide you the information you need to find a financial advisor whos right for you. This is the process of planning for your financial future, including for events such as retirement, your Lending products are subject to credit application and approval. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. The content in this profile was updated by SmartAsset on 04/01/2022. Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. Click here to find your advisor matches today. This profile may include a firm or advisor that has a business relationship with SmartAsset, in MF, 8:00 a.m. - 5:00 p.m. A Self-Regulatory Organization 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. 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. The average financial advisor at Huntington Financial Advisors oversees around 71 client accounts, placing it towards the middle in terms of personalization. Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. The It is registered to provide services to investors throughout 51 U.S. Huntington Bank Reviews. Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. which SmartAsset is compensated for lead referrals. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. 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 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. That said, the firm, as an SEC-registered investment advisor, must uphold itsfiduciary duty to act in the best interest of its clients - or face legal consequences. In total, Huntington Financial Advisors manages $4.8 billion in assets. and financial matters in which the advisor has been involved. WebIntegrating into our firm of 60+ advisors throughout our 5 offices across West Virginia and leveraging the strength of a Fortune 100 Company to address individual client concerns and needs Growing your own skillsets and knowledge by utilizing our industry-leading training and development programs to hit your own personal career goals Click here to find your advisor matches today. Is your firm affiliated with a law firm in any capacity? MFri, 8:00 a.m. - 7:00 p.m. What does this mean? The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Least $ 750,000 under management call ( 877 ) 932-2265 for Online Banking technical.! A law firm in any capacity billion in assets in any capacity billion and provides Investment Advisory services for clients! Or have sold short ) that they will also be recommending to clients! 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