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Todd Anthony Hukill
AdvisorCheck Check Mark

Todd A. Hukill

LEGACY PATH ADVISORS LLC
Gallatin, TN
CRD#: 4240590
Todd Anthony Hukill
AdvisorCheck Check Mark

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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Anthony Hukill's 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

September 28, 2023 - Present

LEGACY PATH ADVISORS LLC

RIA
CRD#: 327568
Gallatin, TN
Past

November 21, 2008 - December 31, 2009

SUMNER ASSET MANAGEMENT, INC.

RIA
CRD#: 142267
HENDERSONVILLE, TN
Past

May 30, 2007 - September 2, 2008

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
MADISON, TN
Past

May 30, 2007 - September 2, 2008

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
MADISON, TN
Past

March 8, 2007 - May 7, 2007

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA
Past

April 22, 2002 - October 3, 2006

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NASHVILLE, TN
Past

March 26, 2001 - October 3, 2006

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

August 15, 2000 - March 6, 2001

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 15, 2000 - March 6, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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

Exams

State Security Law Exam
IAR
Series 65
Date: 6/22/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/25/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/14/2000
General Securities Representative Examination

Current Firm

LP
LEGACY PATH ADVISORS LLC
LEGACY PATH ADVISORS LLC

CRD#: 327568 / SEC#:

Tennessee
Registered Investment Advisory firm - (9/28/2023 Approved)
Texas
Registered Investment Advisory firm - (3/19/2024 Conditional Restricted)
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Contact information

Main Address
Gallatin, TN
Mailing Address
Phone number
(615) 200-7394
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

LEGACY PATH ADVISORS LLC

CRD#: 327568Gallatin, TN

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