Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hutchins is a financial advisor with D.a. Davidson & Co., with a career in the financial services industry that dates back to January 16, 1969. Robert is registered with the Securities and Exchange Commission (SEC) and has been an active investment advisor representative in the state of Oregon and a resident investment advisor representative in the state of Texas. Robert is also a registered principal with FINRA and is licensed to sell securities in 24 states. Robert specializes in financial planning, portfolio management, and providing investment advice to individuals, businesses, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
OR
10/04/2018 - Present
D.a. Davidson & Co. (MEDFORD OR)
OR
06/01/2009 - 09/24/2009
MORGAN STANLEY SMITH BARNEY (MEDFORD OR)
OR
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MEDFORD OR)
NY
09/17/1982 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/09/1975 - 02/17/1984
FOSTER & MARSHALL/AMERICAN EXPRESS INC.
NA
07/17/1973 - 10/25/1982
FOSTER & MARSHALL/AMERICAN EXPRESS INC.
NA
01/17/1969 - 09/06/1973
BLYTH EASTMAN DILLON & CO. INCORPORATED
IA
Issued 09/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/1980
Series 4 - Registered Options Principal Examination
BC
Issued 04/05/1975
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1994
Series 5 - Interest Rate Options Examination
BC
Issued 01/31/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 06/13/1977
PC - AMEX Put and Call Exam
BC
Issued 01/10/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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