We dont offer in-house mutual funds. Your Company Administrator is the only individual able to reset your password. What does this mean? 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. What does this mean? Different privacy and security practices may apply. Columbus OH 43212. The firmoperates as a broker-dealer as well as an investment advisor. This could also limit the number and diversity of investment options available and may impact their transferability. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. 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. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. How do these benefits affect the firms selection of a broker-dealer partner? University Pointe Banking Office, 7634 Cox Lane. 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. 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. of experience in the finance industry. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Friday, 8:00 a.m. 9:00 p.m. Account minimums vary, depending on the advisory program. National Advice Center Osj, 3 Cascade Plaza. This review was produced by SmartAsset based on publicly available information. Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. Regulatory disclosures state that firm sells proprietary investments and products. With our trusted network of advisors, well connect you with up to three established planners in your area. The firm's website is not secure by modern internet standards. 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. Please enable JavaScript. (800) 340-4165 A financial advisor who specializes in portfolio management can create and handle investment portfolios that comprise bonds, stocks and funds for midsize and large companies. (800) 323-4695 Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 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. Supplementary information may be provided by listed advisors or their representatives. One of our partner advisors will be reaching out to you shortly. How does your firm approach insurance sales? FINRA data last verified January 03, 2023. Sun, CLOSED. The Huntington National Bank Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers CONTACT. Investor.com is your trustworthy guide to the world of personal finance. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at These figures are provided as a general guideline for research purposes. 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. of experience in the finance industry. Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. answer any questions you may have. Financial Advisor Office Location Phone Number; Boulos Michael Inquire with Boulos: 101 Main St, Ste 220 Huntington Beach, CA 92648 : 714-374-0300 : Correa & Associates 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. 5555 Cleveland Ave 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. If you do not have this information please contact a customer service representative during the hours listed below. You have been idle and will be logged out in What does this mean and why is it important? One of our partner advisors will be reaching out to you shortly. 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. 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). 24/7 Daily. 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). ET Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. 2023 Senior Finance Advisor Inc. All rights reserved. Estimate your SEC.gov loss of principal. What does this mean? Description. When making investment decisions, the firm aims for broad diversification. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. answer any questions you may have. Firm performs side-by-side management with accounts that have differing fee structures. Request Information. 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. Learn more. Lending products are subject to credit application and approval. For additional information on wrap fees, please see our Advisory Fees Scheduleand Form ADV Part 2A Brochure. is registered with the U.S. Securities and Exchange Commission as an investment adviser. over 14 years Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. How to Choose a Financial Advisor. Stay sharp with senior focused financial articles. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Does your firm perform side-by-side management? Questions to ask The map below shows states where this firm has explicit registration only. or Find a Private Bank location View Locations THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 Your Company Administrator is the only individual able to reset your password. of experience in the finance industry. in. Will anyone that was involved be involved with my accounts in any capacity? There are no guarantees that working with an adviser will yield positive returns. For further detail, see our articles on different types of advisors and financial advisor services. tips_and_updates Financial Advisor Education. managing a windfall, or anything Learn more. 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 Our goal is to retain your relationship and your business. What does this mean and why is this important? Terms of Use | Disclaimers | Privacy Policy. 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. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. SVP / VP Financial Advisor job in Huntington at Farther. 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. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. 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 does this mean and why is it important? Questions to ask Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. If youre ready to find an advisor who can help you achieve your financial goals. Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia Different privacy and security practices may apply. Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. ET FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. confident going forward. 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