William Hutchison, financial advisor Canonsburg PA

William Hutchison

CRD Number: 2014148
Current Firm: Hutchison Whitehead Wealth Management

William Hutchison (CRD# 2014148) is an Investment Advisor Representative working at Hutchison Whitehead Wealth Management in Canonsburg, PA and has over 22 years of experience in the finance industry. William Hutchison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hutchison Whitehead, LLC Canonsburg, PA Jun 2010 - Current 13
Hutchison & Company Canonsburg, PA Jul 1977 - Current 46
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S66 NASAA Uniform Combined State Law Examination Nov 2003
Contact Info for William D. Hutchison
Phone Number: 724-873-8755
Firm Website: http://www.hwwealth.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    295
    ACCOUNTS
  • Average Account Value
    $205,355
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

PA

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