Richard Hutchins
Richard Hutchins is a registered investment advisor at D.A. Davidson & CO., based in Medford, OR, with 29 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
Location
3210 Hillcrest Park Drive, Suite 200, Medford, OR, 97504
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2009Customer Dispute
October 2008Other Business Activities
Richard is a 20% owner in Southern Expedition, LLC (DBA Rocket Brothers Espresso) since 2003, and a board member for Kids Unlimited of Southern Oregon since 2005. He also serves as treasurer for Bushnell Foundation, executor of an estate, and board member/vice president for Crater Wrestling Boosters.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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- Michael Huard, ChFCCambridge Investment Research Advisors, INC.