Gregory Lynn Hutto

Employer firm

Heritage Retirement Advisors, LLC CRD 165191

$351M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Heritage Retirement Advisors, Llc

607 Cheek Sparger Road Suite 150, Colleyville, TX 76034 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2012-10-04

TX RA
APPROVED

Since 2012-10-04

Branch Locations

607 Cheek Sparger Road Suite 150, Colleyville, TX 76034 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Heritage Tax Advisors	Colleyville	TX	01/2012	Present
Heritage Retirement Advisors	Colleyville	TX	10/2012	Present

01/2012 → Present

Heritage Tax Advisors

Colleyville, TX
10/2012 → Present

Heritage Retirement Advisors

Colleyville, TX

Previous Registrations

2010-01-19 → 2012-10-12

Leo Brokerage, Llc

Hurst, TX

Colleyville, TX
2004-09-09 → 2008-01-18

Raymond James & Associates, Inc.

Fort Worth, TX

Fort Worth, TX
2001-05-04 → 2004-09-30

Ubs Financial Services Inc.

Hurst, TX

Other Businesses

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

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-02-17
S63	Uniform Securities Agent State Law Examination	1996-06-18

S65 Uniform Investment Adviser Law Examination

1998-02-17
S63 Uniform Securities Agent State Law Examination

1996-06-18

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

Greg Lynn Hutto
Gregory Lynn Hutto

View on SEC IAPD