HH
Harvey E. Hutchinson
FARTHER
Glen Allen, VA 23059
Some features on this profile are disabled
CRD#: 2205142
HH
Professional summary
Harvey Elwood Hutchinson IV, who also goes by Harvey Elwood Hutchinson, is a registered financial advisor currently at FARTHER located in Glen Allen, Virginia and WORLD EQUITY GROUP, INC. located in Glen Allen, Virginia.
Harvey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Harvey has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Harvey Elwood Hutchinson
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.
1)LIFE INSURANCE AND FIXED INSURANCE PRODUCTS AND ANNUITIES. INVESTMENT RELATED. 5243 Hickory Park Drive, Suite C, Glen Allen, VA 23059. START DATE: 5/1992. AGENT SELL INSURANCE AND FIXED AND IMMEDIATE ANNUITIES. APPROX. HRS./MO: <5, APPROX. HRS/MO. DURING SECURITIES TRADING: <1. 2) TEXAS BEACH LLC. NOT INVESTMENT RELATED 11385 ROCKVILLE RD., ROCKVILLE, VA 23146. MINORITY OWNER FOR PRODUCER OF BLOODY MARY MIX. APPROX. HRS/MO: 4. 0 DURING SECURITIES TRADING HOURS. 3) HUTCHINSON INVESTMENTS LLC. 11385 ROCKVILLE RD., ROCKVILLE, VA 23146. NOT INVESTMENT RELATED. SOLE OWNER. LLC SET UP TO BUY THE BUILDING THAT HUTCHINSON FINANCIAL ADVISORS IS LOCATED. APPROX. HRS/MO: 3. 0 DURING SECURITIES TRADING HOURS. 2) LIFE INSURANCE AND FIXED INSURANCE PRODUCTS AND ANNUITIES. INVESTMENT RELATED. 5243 Hickory Park Drive, Suite C, Glen Allen, VA 23059. START DATE: 5/1992. AGENT SELL INSURANCE AND FIXED AND IMMEDIATE ANNUITIES. APPROX. HRS./MO: <5, APPROX. HRS/MO. DURING SECURITIES TRADING: <1. 3) TEXAS BEACH LLC. NOT INVESTMENT RELATED 11385 ROCKVILLE RD., ROCKVILLE, VA 23146. MINORITY OWNER FOR PRODUCER OF BLOODY MARY MIX. APPROX. HRS/MO: 4. 0 DURING SECURITIES TRADING HOURS. 4) HUTCHINSON INVESTMENTS LLC. 11385 ROCKVILLE RD., ROCKVILLE, VA 23146. NOT INVESTMENT RELATED. SOLE OWNER. LLC SET UP TO BUY THE BUILDING THAT HUTCHINSON FINANCIAL ADVISORS IS LOCATED. APPROX. HRS/MO: 3. 0 DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Harvey Elwood Hutchinson IV's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 6, 2025 - Present
FARTHER
Office #1: 5243 Hickory Park Drive Suite C, Glen Allen, VA 23059RIA
CRD#: 302050
Glen Allen, VA
Current
August 17, 2009 - Present
WORLD EQUITY GROUP, INC.
Office #1: 5243 Hickory Park Drive Suite C, Glen Allen, VA 23059RIA
BD
CRD#: 29087
Glen Allen, VA
Past
July 30, 1997 - November 6, 2025
HUTCHINSON FINANCIAL ADVISORS, INC
RIA
CRD#: 116062
GLEN ALLEN, VA
Past
July 11, 1994 - August 17, 2009
WATERSTONE FINANCIAL GROUP, INC.
BD
CRD#: 10078
ROCKVILLE, VA
Past
January 16, 1992 - July 13, 1994
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
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".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/26/2019)
RR
District of Columbia(4/4/2023)
RR
Florida(8/17/2009)
RR
Georgia(10/9/2024)
RR
Illinois(11/2/2016)
RR
Louisiana(10/12/2017)
RR
Maryland(8/17/2009)
RR
New York(8/25/2025)
RR
North Carolina(8/24/2009)
RR
Ohio(7/28/2011)
RR
Oklahoma(6/1/2022)
RR
South Carolina(10/12/2020)
RR
Texas(1/25/2017)
IAR
Texas(11/6/2025)
RR
Vermont(1/7/2016)
RR
Virginia(8/17/2009)
IAR
Virginia(11/6/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
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
FARTHER
CRD#: 302050Glen Allen, VA 23059TRUST BUT VERIFY
Monitor Harvey Hutchinson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
