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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Eric Hutchby is a financial advisor with over 27 years of experience in the industry. James is currently a Senior Director at Choreo, LLC, an investment advisory firm, where James provides advisory services including investment review and reporting of non-managed assets, retirement plan services, financial planning, pension consulting, and portfolio management. James has held previous positions with several other financial firms including Greerwalker Wealth LLC, Purshe Kaplan Sterling Investments, and Traverse Partners, LLC. James is registered with the Financial Industry Regulatory Authority (FINRA) and has several state registrations, including in North Carolina, Texas, California, Florida, Georgia, Illinois, Indiana, and South Carolina. James holds the Series 6, 7, 24, 63, 65, 99TO, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
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2
IL
02/13/2023 - Present
Choreo, LLC (ROCKFORD IL)
NC
04/16/2009 - 01/04/2011
CAPITAL GUARDIAN, LLC (MOORESVILLE NC)
NC
03/10/2008 - 12/31/2008
SYNERGY INVESTMENT GROUP, LLC (MOORESVILLE NC)
NC
09/15/2006 - 12/31/2007
TRIUNE CAPITAL ADVISORS LLC (MOORESVILLE NC)
NH
01/19/2006 - 09/21/2006
NEWCOMB AND COMPANY (HANCOCK NH)
NC
01/01/2004 - 01/19/2006
MULTI-FINANCIAL SECURITIES CORPORATION (MOORESVILLE NC)
GA
01/27/2000 - 01/01/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MD
09/08/2003 - 09/29/2003
H. BECK, INC. (ROCKVILLE MD)
MD
10/30/1998 - 02/07/2000
H. BECK, INC. (ROCKVILLE MD)
MA
03/29/1995 - 12/09/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/29/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 01/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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