Jeffrey HutchisonCRD Number: 1092908
Current Firm: Northwest Advisors, Inc.
Jeffrey Hutchison (CRD# 1092908) is an Investment Advisor Representative working at Northwest Advisors, Inc. in Palmyra, PA and has over 16 years of experience in the finance industry. Jeffrey 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.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
Red Wave Investments
|Cetera Investment Services LLC||St.cloud, MN||Dec 2013 - Current||2|
|Northwest Advisors, Inc.||Palmyra, PA||Oct 2011 - Current||5|
|Northwest Savings Bank||Warren, PA||Mar 1997 - Current||19|
|Obs Brokerage Services, Inc.||Whitehouse, OH||Oct 2008 - Dec 2013||5|
|Obs Financial Services, Inc.||Palmyra, PA||Oct 2008 - Dec 2013||5|
|Uvest Investment Services||Charlotte, NC||Feb 2000 - Oct 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2000|
Total Assets Under Management361MILLIONS
Total Number of Accounts2,694ACCOUNTS
Average Account Value$133,853
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MD, ME, NY, OH, PA, SC, TX, VA