Andrew Cory Simons

Huntington Financial Advisors

21 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Huntington Financial Advisors

Compensation

Fee-Only (AUM)

Firm Size

419 advisors

Number of Clients

37,298 clients

Average Client Portfolio

$170K average

Assets Under Management

$6.3B

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

Minimum Annual Fee:$1,500

Location

Dublin Wealth Advisors, 6755 Avery-Muirfield Drive, Dublin, OH, 43016

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History

Regulatory History (1)

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Customer Dispute

May 2014

Closed-No Action

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Huntington Financial Advisors

October 2008 - Present · 17 yrs 4 mos

The Huntington Investment CompanyBroker

January 2004 - Present · 22 yrs 1 mo

State Registrations16 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.