Julius Hutchinson, financial advisor Winter Park FL
93 score

Julius Hutchinson

CRD Number: 1170068
Current Firm: The Strategic Financial Alliance

Julius Hutchinson (CRD# 1170068) is an Investment Advisor Representative working at The Strategic Financial Alliance in Winter Park, FL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Blueprint, LLC Atlanta, GA Aug 2017 - Current < 1
The Strategic Financial Alliance Inc. Atlanta, GA May 2016 - Current 1
Hutchinson Private Wealth, LLC Greensboro, NC Jul 2007 - Current 10
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - May 2016 3
First Allied Securities, Inc. Greensboro, NC Feb 2010 - Apr 2016 6
Linsco/private Ledger Corp. Greensboro, NC May 2004 - Feb 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Julius S. Hutchinson
Phone Number: 678-954-4000
Registered State(s):
  • FL
  • TX
  • NC
By the Numbers
  • Total Assets Under Management
    624
    MILLIONS
  • Total Number of Accounts
    1,896
    ACCOUNTS
  • Average Account Value
    $329,210
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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