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Gregory Lynn Hutto

HUTTO RETIREMENT ADVISORS, LLC·COLLEYVILLE, Texas
SIE, Series 7, Series 9, Series 10, Series 31, Series 63, Series 65CFPCFA25 years registeredHUTTO RETIREMENT ADVISORS, LLC
607 CHEEK SPARGER ROAD, COLLEYVILLE, TX 76034CRD# 2742911Firm CRD# 165191

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Lynn Hutto · COLLEYVILLE, TX
Registration
CRD #2742911 · HUTTO RETIREMENT ADVISORS, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

HERITAGE RETIREMENT ADVISORS, LLC
Oct 2012 – present
BFT FINANCIAL GROUP, LLC
Jan 2010 – Oct 2012
COLLEYVILLE, TX
RAYMOND JAMES & ASSOCIATES, INC.
Sep 2004 – Jan 2008
FORT WORTH, TX
UBS FINANCIAL SERVICES INC.
May 2001 – Sep 2004
HURST, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 31
Series 63
Series 65
Registration record
First registered · May 4, 2001
Years registered · 25
Professional designations · CFP, CFA
03

Disclosure History

2002Customer Dispute·Denied
1999Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
HUTTO RETIREMENT ADVISORS, LLC
CRD 165191 · SEC 801-113257
AUM
$195M
Regulatory assets under management
Employees
5
1,400 client accounts
Services offered by HUTTO RETIREMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at HUTTO RETIREMENT ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Gregory Lynn Hutto offer?
Gregory Lynn Hutto specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLLEYVILLE, Texas for a consultation.
What are Gregory Lynn Hutto's credentials?
Gregory Lynn Hutto holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Gregory Lynn Hutto located?
Gregory Lynn Hutto is based in COLLEYVILLE, Texas, working with HUTTO RETIREMENT ADVISORS, LLC. Their office serves clients in the COLLEYVILLE metropolitan area and surrounding communities.
How does Gregory Lynn Hutto charge for services?
Gregory Lynn Hutto's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUTTO RETIREMENT ADVISORS, LLC?
HUTTO RETIREMENT ADVISORS, LLC has approximately 5 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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