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Toni H. Antrum

HACKETT ROBERTSON TOBE GROUP
NEW ORLEANS, LA 70122
Some features on this profile are disabled
CRD#: 1112742
TA

Professional summary


Toni Hackett Antrum, who also goes by Toni H Antrum, Toni Lynn Hackett, is a registered financial advisor currently at HACKETT ROBERTSON TOBE GROUP located in New Orleans, Louisiana.

Toni is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Toni has worked at 9 firms and has passed the Series 65, Series 66, Series 63, Series 50, Series 7, Series 3, Series 54 and Series 28 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Toni H Antrum | Toni Lynn Hackett

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.
I provide advice to public pension funds, and offer pension plan reviews for public funds

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Toni Hackett Antrum's CRS (Customer Relationship Summary).
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®
None

Experience


Current

June 5, 2020 - Present

HACKETT ROBERTSON TOBE GROUP

Office #1: 2021 Lakeshore Drive Suite 200, New Orleans, LA 70122
RIA
CRD#: 304638
NEW ORLEANS, LA
Past

February 22, 2010 - September 22, 2010

WFG ADVISORS, LP

RIA
CRD#: 125073
NEW ORLEANS, LA
Past

February 10, 2010 - September 22, 2010

WFG INVESTMENTS, INC.

BD
CRD#: 22704
NEW ORLEANS, LA
Past

February 14, 2008 - February 3, 2009

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
NEW ORLEANS, LA
Past

February 14, 2008 - February 3, 2009

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
NEW ORLEANS, LA
Past

January 19, 2006 - February 6, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW ORLEANS, LA
Past

October 12, 2005 - February 6, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW ORLEANS, LA
Past

January 30, 1998 - December 14, 1998

OMNI FINANCIAL GROUP, L.L.C.

BD
CRD#: 38060
HOUSTON, TX
Past

August 4, 1993 - January 30, 1998

CYPRESS SECURITIES GROUP, INC.

BD
CRD#: 29845
NEW ORLEANS, LA
Past

April 7, 1987 - January 26, 1988

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
Past

April 19, 1983 - August 11, 1986

HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.

BD
CRD#: 414

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".
HR
HACKETT ROBERTSON TOBE GROUP
HACKETT ROBERTSON GROUP | THE HACKETT GROUP, LLC | THE HACKETT GROUP LLC | HACKETT ROBERTSON TOBE GROUP

CRD#: 304638 / SEC#: 801-117295

RIA
Registered Investment Advisory firm - (7/30/2019 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.

Highlighted states indicate IAR registrations

IAR
Louisiana
(6/5/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/4/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/10/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 3/15/1993
Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm


HR
HACKETT ROBERTSON TOBE GROUP
HACKETT ROBERTSON GROUP | THE HACKETT GROUP, LLC | THE HACKETT GROUP LLC | HACKETT ROBERTSON TOBE GROUP

CRD#: 304638 / SEC#: 801-117295

RIA
Registered Investment Advisory firm - (7/30/2019 Approved)
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Contact information


Main Address
2021 Lakeshore Drive Suite 200, New Orleans, LA 70122
Mailing Address
Phone number
(504) 603-0246
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (4 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

FORM ADV PART 2A (5/16/2025)

Regulatory assets under management


Total Number of Accounts105
AUM (Assets Under Management)$ 380,000,000

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


HACKETT ROBERTSON TOBE GROUP

CRD#: 304638New Orleans, LA 70122

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