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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst30 years in industry

GREGORY LYNN HUTTO

Advisor at HERITAGE RETIREMENT ADVISORS, LLC

COLLEYVILLE, TX

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Search this name across graphsid dfx:ria:b849969e-453e-741d-7a62-d661ab40ad78

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 4, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HERITAGE RETIREMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 18, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63|S65
First exam: Jun 18, 1996
First registration: May 4, 2001
Dual registered: no
Other names: GREG LYNN HUTTO|GREGORY LYNN HUTTO
IAPD individual key: 2742911

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HERITAGE RETIREMENT ADVISORS, LLC	Independent wealth	Oct 4, 2012	n/a	yes	COLLEYVILLE, TX	Current employment
BFT FINANCIAL GROUP, LLC	Former SEC adviser	Jan 19, 2010	Oct 12, 2012	no	HURST, TX\|COLLEYVILLE, TX	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Sep 9, 2004	Jan 18, 2008	no	Fort Worth, TX\|FORT WORTH, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	May 4, 2001	Sep 30, 2004	no	HURST, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BFT FINANCIAL GROUP, LLC	HERITAGE RETIREMENT ADVISORS, LLC	Oct 12, 2012	Oct 4, 2012	-8	Firm change	Other
RAYMOND JAMES & ASSOCIATES, INC.	BFT FINANCIAL GROUP, LLC	Jan 18, 2008	Jan 19, 2010	732	Firm change after gap	Other
UBS FINANCIAL SERVICES INC.	RAYMOND JAMES & ASSOCIATES, INC.	Sep 30, 2004	Sep 9, 2004	-21	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ HERITAGE RETIREMENT ADVISORS, LLCRegistered adviserregistration: current employment
Oct 4, 2012 to presentfactForm ADV
→ BFT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Jan 19, 2010 to Oct 12, 2012factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Sep 9, 2004 to Jan 18, 2008factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 4, 2001 to Sep 30, 2004factForm ADV

Dated events

No dated event names this entity yet.