AW
CFP
AW
CFP

Andrew Joseph Wills

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

Maple Bell, 2801 Maple Avenue, Zanesville, OH, 43701

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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

Andrew is a partner in Lake Point LLC, an Air BNB rental property, dedicating a few hours per week. He also sits on an advisory panel for Zane State College's accounting program, requiring minimal time.

Employment History
Current Registrations
The Huntington Investment CompanyBroker
October 2018 - Present · 7 yrs 4 mos
Huntington Financial Advisors
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Edward Jones
December 2017 - July 2018 · 7 mos
Edward JonesBroker
November 2017 - July 2018 · 8 mos
State Registrations5 states
FLOHOKPATN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.