Anthony
Hutton
Halter Ferguson Financial Inc
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About this Advisor
Anthony Hutton is a financial advisor based in Carmel, Indiana with a total of 2 years of relevant experience. Hutton works at Halter Ferguson Financial Inc. Over the course of their career, they have held roles at Schwab Private Client Investment Advisory, Inc, Halter Ferguson Financial Inc and Charles Schwab & Co., Inc. Hutton maintains Series 66 and Series 63 licenses, certifying them as a securities broker, and can work in Indiana. Halter Ferguson Financial Inc is an advisory business operating out of Carmel, IN. It oversees $267 million in total assets across its 824 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 824 accounts, 33% are held by high-net-worth clients who have at least $1 million in assets. Halter Ferguson Financial Inc offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees billed by Halter Ferguson Financial Inc can consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Halter Ferguson Financial Inc Brokerage Details
$266,706,879
9
824
$323,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Anthony Hutton Work History
Anthony has been registered as a financial advisor for 2 years.*
Halter Ferguson Financial Inc
Schwab Private Client Investment Advisory, Inc
Charles Schwab & Co., 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 Anthony Hutton 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 Halter Ferguson Financial Inc
Carmel, IN
Carmel, IN
Carmel, IN
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.
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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.
