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Harvey Atwood Hutchinson

Brown Financial Advisory

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About Harvey Atwood Hutchinson

Harvey Atwood Hutchinson is a financial advisor at Brown Financial Advisory. Harvey has been a financial advisor for over 15 years and has extensive experience in providing financial planning, portfolio management, and pension consulting services. Harvey holds the Series 63, Series 6TO, and SIE licenses. Harvey is also a Certified Financial Planner (CFP®). Harvey has a passion for helping individuals and families achieve their financial goals. Harvey is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Harvey Hutchinson is currently registered with Brown Financial Advisory. Brown Financial Advisory is an investment advisor located in Fairhope, AL. The firm manages approximately $300 million in assets and primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm provides financial planning, pension consulting, and portfolio management services.
Brown Financial Advisory

54 S. GREENO ROAD

FAIRHOPE, AL 36532

$300.77M

Assets Under Management

1

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Harvey Hutchinson’s Registration & Firm History

AL

04/11/2023 - Present

Brown Financial Advisory (FAIRHOPE AL)

AR

11/22/2021 - 03/18/2022

ARVEST WEALTH MANAGEMENT (FT SMITH AR)

TN

09/03/2020 - 06/03/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

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Licenses & Designations

BC

Issued 09/11/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harvey Atwood Hutchinson.
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