Harvey Atwood Hutchinson
Investment adviser representative at Brown Financial Advisory
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$468.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Regent University School of LawMar 2025 to now
- Brown Financial AdvisoryOct 2022 to now
- University of VirginiaJan 2022 to now
- Emory University - Professional Learning ProgramsOct 2007 to now
- Arvest BankNov 2021 to Mar 2022
- Arvest Wealth ManagementNov 2021 to Mar 2022
- CerifiMay 2021 to May 2023
- Jackson National Life Distributors, LLCJul 2020 to May 2021
- Welch Hornsby, Inc.Jul 2018 to Jan 2020
- Thomas Jefferson School of LawSep 2016 to Feb 2022
- PNC Wealth ManagementSep 2012 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Brown Financial Advisory
Legal name: Brown Mcleod, Inc
$468.2MAssets managed
288Clients
6Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5870294
- Firm CRD
- 155548