AV
AV

Alec Vernon

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
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
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Location

Rocky Fork Banking Office, 380 South Hamilton Road, Gahanna, OH, 43230

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alec is a partner in Vernon Capital LLC, a rental property business, since 2022. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Huntington Financial Advisors
June 2023 - Present · 2 yrs 8 mos
The Huntington Investment CompanyBroker
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
W&s Brokerage Services, INC.Broker
August 2018 - March 2020 · 1 yr 7 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.