Harvey
Hutchinson

Brown Financial Advisory

CRD#5870294
Investment Advisor
in Fairhope, AL

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About this Advisor

Harvey Hutchinson is a financial advisor based in Fairhope, Alabama, working with Brown Financial Advisory. Harvey has previously held positions at Emory University - Professional Learning Programs, Pnc Wealth Management, Welch Hornsby, Inc, Thomas Jefferson School Of Law, Jackson National Life Distributors, LLC, Arvest Wealth Management, Arvest Bank, Brown Financial Advisory, University Of Virginia, and Cerifi. Harvey has passed the Series 63 regulatory exam and is registered to provide services in Alabama and Texas. Currently, Harvey is part of Brown Financial Advisory, which operates out of Fairhope, Alabama. The firm has 7 employees and manages assets totaling $300.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Brown Financial Advisory includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

54 S. Greeno Road
Fairhope, AL 36532

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Brown Financial Advisory Brokerage Details

Total Assets Under Management

$300,769,749

AL Average: $1,620,585,161
Total Number of Employees

7

AL Average: 52
Total Number of Accounts

715

AL Average: 1,560
Average Account Size

$420,657

AL Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Harvey Hutchinson Work History

2022 - Present (2 years)

Brown Financial Advisory

2022 - Present (2 years)

University Of Virginia

2007 - Present (17 years)

Emory University - Professional Learning Programs

2021 - 2022 (1 year)

Arvest Wealth Management

2021 - 2022 (1 year)

Arvest Bank

2021 - 2023 (2 years)

Cerifi

2020 - 2021 (1 year)

Jackson National Life Distributors, LLC

2018 - 2020 (2 years)

Welch Hornsby, Inc

2016 - 2022 (6 years)

Thomas Jefferson School Of Law

2012 - 2018 (6 years)

Pnc Wealth Management

Disclosures

Please visit the SEC profile of Harvey Hutchinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brown Financial Advisory

Mu-Tin Wultsch
Fairhope, AL
Amy Smith
Fairhope, AL
Joshua Lancaster
Fairhope, AL
Daniel Mcleod
Fairhope, AL
Harvey Hutchinson
Fairhope, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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