Harvey Hutchinson, financial advisor Rockville VA

Harvey Hutchinson

CRD Number: 2205142
Current Firm: Hutchinson Financial Advisors, Inc.

Harvey Hutchinson (CRD# 2205142) is an Investment Advisor Representative working at Hutchinson Financial Advisors, Inc. in Rockville, VA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
World Equity Group Rockville, VA Aug 2009 - Current 14
Hutchinson Financial Advisors, Inc. Rockville, VA Jul 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination Dec 1994
Contact Info for Harvey E. Hutchinson
Phone Number: 804-729-6420
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $215,261
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

NC, TX, VA

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