EH

Eric N. Hutchison

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CRD#: 2648596
EH

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.

Eric Nolan Hutchison was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 1995. Eric had worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

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

December 11, 2017 - August 29, 2019

HUTCHISON WHITEHEAD WEALTH MANAGEMENT

RIA
CRD#: 129716
CANONSBURG, PA
Past

March 13, 1998 - May 19, 1999

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

September 26, 1995 - March 23, 1998

AMERICAN GENERAL EQUITY SERVICES CORPORATION

BD
CRD#: 5435
HOUSTON, TX

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
IAR
Series 65
Date: 12/11/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HW
HUTCHISON WHITEHEAD WEALTH MANAGEMENT
AXIOM FINANCIAL GROUP, LLC | HUTCHISON WHITEHEAD, LLC | HUTCHISON WHITEHEAD WEALTH MANAGEMENT | AXION FINANCIAL GROUP, LLC | AXION FINANCIAL GROUP

CRD#: 129716 / SEC#:

Colorado
Registered Investment Advisory firm - (3/18/2025 Approved)
Pennsylvania
Registered Investment Advisory firm - (1/8/2004 Approved)
Texas
Registered Investment Advisory firm - (5/13/2025 Conditional Restricted)
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Contact information


Main Address
1800 Main Street Suite 220, Canonsburg, PA 15317
Mailing Address
Phone number
(724) 873-8755
Established
Firm type
Fiscal year end
# of Employees
4

Regulatory assets under management


Total Number of Accounts348
AUM (Assets Under Management)$ 78,036,974

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


HUTCHISON WHITEHEAD WEALTH MANAGEMENT

CRD#: 129716

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