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AS
AS
Andrew Cory Simons
Huntington Financial Advisors
21 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement 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
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Location
Dublin Wealth Advisors, 6755 Avery-Muirfield Drive, Dublin, OH, 43016
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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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 Company
Broker
January 2004 - Present · 22 yrs 1 mo
State Registrations
16 states
AZ
CA
FL
GA
IL
IN
KY
MI
MN
NC
OH
PA
SC
TX
VA
WI
Advisor
Broker
Both
Exams
No exam information available for this advisor.