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William F. Hutchins

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CRD#: 1254575
WH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Fredrick Hutchins JR, who also goes by Rick Hutchins, William Frederick Hutchins Jr, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1984. William had worked at 2 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rick Hutchins | William Frederick Hutchins Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 26, 2003 - June 19, 2018

SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

RIA
CRD#: 105302
ATLANTA, GA
Past

May 30, 1984 - July 1, 1987

FSC SECURITIES CORPORATION

BD
CRD#: 7461

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
S&
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

CRD#: 105302 / SEC#: 801-22637

RIA
Registered Investment Advisory firm - (11/14/1984 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/26/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


S&
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

CRD#: 105302 / SEC#: 801-22637

RIA
Registered Investment Advisory firm - (11/14/1984 Approved)
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Contact information


Main Address
4401 Northside Parkway, Nw Suite 425, Atlanta, GA 30327
Mailing Address
Phone number
(770) 395-9797
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SHERRILL & HUTCHINS BROCHURE (1/22/2025)

Regulatory assets under management


Total Number of Accounts1,316
AUM (Assets Under Management)$ 565,867,131

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

CRD#: 105302

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