Gregory L. Hutto

HERITAGE RETIREMENT ADVISORS

Colleyville, TX 76034

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CRD#: 2742911

Professional summary

Gregory Lynn Hutto, CFP®, who also goes by Greg Lynn Hutto, is a registered financial advisor currently at HERITAGE RETIREMENT ADVISORS, LLC located in Colleyville, Texas.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Gregory has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Lynn Hutto

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.

GREGORY HUTTO IS INDIVIDUALLY LICENSED AS AN INSURANCE AGENT WITH THE STATE OF TEXAS. GREGORY HUTTO IS THE OWNER OF HERITAGE TAX ADVISORS LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Lynn Hutto'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®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

October 4, 2012 - Present

HERITAGE RETIREMENT ADVISORS, LLC

Office #1: 607 Cheek Sparger Road Suite 150, Colleyville, TX 76034

RIA

CRD#: 165191

Colleyville, TX

Past

January 20, 2010 - October 12, 2012

LEO BROKERAGE, LLC

CRD#: 109121

COLLEYVILLE, TX

Past

January 19, 2010 - October 12, 2012

LEO BROKERAGE, LLC

RIA

CRD#: 109121

COLLEYVILLE, TX

Past

January 18, 2008 - January 19, 2010

SILVER OAK SECURITIES, INCORPORATED

CRD#: 46947

FORT WORTH, TX

Past

September 9, 2004 - January 18, 2008

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

FORT WORTH, TX

Past

September 3, 2004 - January 18, 2008

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

FORT WORTH, TX

Past

May 4, 2001 - September 30, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

HURST, TX

Past

May 4, 2001 - September 30, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

October 26, 1999 - May 7, 2001

WFG INVESTMENTS, INC.

CRD#: 22704

DALLAS, TX

Past

October 12, 1999 - October 15, 1999

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

June 11, 1996 - October 12, 1999

NATIONAL SECURITIES CORPORATION

CRD#: 7569

BOCA RATON, FL

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".

HERITAGE RETIREMENT ADVISORS, LLC

HERITAGE RETIREMENT ADVISORS, LLC | HUTTO RETIREMENT ADVISORS, LLC | HUTTO RETIREMENT ADVISORS, L.L.C. | HUTTO RETIREMENT ADVISORS LLC

CRD#: 165191 / SEC#: 801-113257

RIA

Registered Investment Advisory firm - (5/22/2018 Approved)

Texas

Registered Investment Advisory firm - (5/23/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(10/4/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/17/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/18/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/3/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/15/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/10/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 11/21/2003

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/21/2003

General Securities Sales Supervisor - Options Module Examination

Current Firm

HERITAGE RETIREMENT ADVISORS, LLC

HERITAGE RETIREMENT ADVISORS, LLC | HUTTO RETIREMENT ADVISORS, LLC | HUTTO RETIREMENT ADVISORS, L.L.C. | HUTTO RETIREMENT ADVISORS LLC

CRD#: 165191 / SEC#: 801-113257

RIA

Registered Investment Advisory firm - (5/22/2018 Approved)

Texas

Registered Investment Advisory firm - (5/23/2018 Terminated)

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Contact information

Main Address

607 Cheek Sparger Road Suite 150, Colleyville, TX 76034

Mailing Address

Phone number

(817) 503-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (5/27/2025)

Regulatory assets under management

Total Number of Accounts	1,062
AUM (Assets Under Management)	$ 283,507,847

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.

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Firm Stability Insights

Gregory L. Hutto

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Lynn Hutto's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEO BROKERAGE, LLC

LEO BROKERAGE, LLC

SILVER OAK SECURITIES, INCORPORATED

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

WFG INVESTMENTS, INC.

LPL FINANCIAL LLC

NATIONAL SECURITIES CORPORATION

Primary Firm SEC Registration

HERITAGE RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/17/1998

Series 63

Date: 6/18/1996

SIE

Date: 5/3/2021

Series 31

Date: 1/15/2006

Series 7

Date: 6/10/1996

Series 10

Date: 11/21/2003

Series 9

Date: 10/21/2003

Current Firm

HERITAGE RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HERITAGE RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

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