Julius
Hutchinson

The Strategic Financial Alliance, Inc

CRD#1170068
Investment Advisor
in Greensboro, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Julius Hutchinson is a financial advisor based in Greensboro, North Carolina who has 7 years of relevant experience. Hutchinson is currently employed by The Strategic Financial Alliance, Inc. Their career trajectory has included roles at First Allied Securities, Inc, First Allied Advisory Services, Inc, The Strategic Financial Alliance Inc, Hutchinson Private Wealth, LLC and Strategic Blueprint, LLC. Hutchinson maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to serve investors in Florida, North Carolina and Texas. The Strategic Financial Alliance, Inc is a firm that has its headquarters in Atlanta, GA. The firm has offices in 38 locations and a total of 72 people on staff. It controls $384 million in total assets across its 2,163 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 2,163 customer accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules usually vary depending on the type of financial services offered. However, fee types charged by The Strategic Financial Alliance, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

603 Dolley Madison Road Ste 200
Greensboro, NC 27410

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

The Strategic Financial Alliance, Inc Brokerage Details

Total Assets Under Management

$384,370,810

NC Average: $3,570,121,308
Total Number of Employees

72

NC Average: 58
Total Number of Accounts

2,163

NC Average: 1,608
Average Account Size

$177,703

NC Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Julius Hutchinson Work History

Julius has been registered as a financial advisor for 7 years.*

2017 - Present (7 years)

Strategic Blueprint, LLC

2016 - Present (8 years)

The Strategic Financial Alliance Inc

2007 - Present (17 years)

Hutchinson Private Wealth, LLC

2012 - 2016 (4 years)

First Allied Advisory Services, Inc

2010 - 2016 (6 years)

First Allied Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Julius 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 The Strategic Financial Alliance

Darla Main
Pittsburgh, PA
Christy Horlacher
Myrtle Beach, SC
Lori Allison
Fairfax, VA
Andrew Prehmus
Peachtree Corners, GA
Kathryn Gustafson
Fairfax, VA
Melissa Bunson
Peachtree Corners, GA
Michael Roberts
Atlanta, GA
Kevin Bartel
Larkspur, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started