Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Andrew Hutchinson is an Investment Advisor Representative at Bryn Mawr Capital Management, LLC. James has been in the financial services industry since 1992 and has a strong background in investment management. James is a Chartered Financial Analyst (CFA) and holds the Series 2, Series 63, and Series 65 licenses. James has experience working with high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
09/26/2023 - Present
Bryn Mawr Capital Management, LLC (PHILADELPHIA PA)
IA
Issued 07/31/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/1992
Series 2 - Non-Member General Securities Examination
Active
Inactive
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