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Todd Anthony Hukill
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Todd Anthony Hukill

LEGACY PATH ADVISORS
Gallatin, TN
·CRD# 4240590·26 years experience

Professional Summary

Todd Anthony Hukill is a registered financial advisor currently at LEGACY PATH ADVISORS LLC located in Gallatin, Tennessee. Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Todd has worked at 7 firms and has passed the Series 65, Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

26 years in the financial services industry

Current & Past Employments

LEGACY PATH ADVISORS LLC·CRD# 327568
RIA
Gallatin, TN
September 28, 2023 - Present
SUMNER ASSET MANAGEMENT, INC.·CRD# 142267
RIA
Hendersonville, TN
November 21, 2008 - December 31, 2009
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
RIA
Madison, TN
May 30, 2007 - September 2, 2008
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
Madison, TN
May 30, 2007 - September 2, 2008
PFS INVESTMENTS INC.·CRD# 10111
BD
Duluth, GA
March 8, 2007 - May 7, 2007
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Nashville, TN
April 22, 2002 - October 3, 2006
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
March 26, 2001 - October 3, 2006
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
August 15, 2000 - March 6, 2001
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
August 15, 2000 - March 6, 2001

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Current Firm

LP
LEGACY PATH ADVISORS LLC

LEGACY PATH ADVISORS LLC

CRD#: 327568
Tennessee
Registered Investment Advisory firm - Tennessee (9/28/2023 Approved)
Texas
Registered Investment Advisory firm - Texas (3/19/2024 Conditional Restricted)

Contact Information

Main Address

Gallatin, TN

Phone Number

(615) 200-7394

# of Employees

1

Documents

Latest Form ADV

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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.

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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.
IAR
Tennessee
(9/28/2023)
IAR
Texas
(3/28/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2023About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Aug 2000About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Aug 2000About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Todd Anthony Hukill's CRS (Customer Relationship Summary).

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