Gary
Pearson

Cetera Advisors LLC

CRD#1714614
Investment Advisor
in Palmdale, CA

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About this Advisor

Gary Pearson is a financial advisor working in Palmdale, California who has 3 years of industry experience. Pearson currently works for Cetera Advisors LLC. Pearson has gained experience at U.S. Bancorp Investments, Inc, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC and Cetera Advisors. Pearson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Cetera Advisors LLC is a registered investment company operating out of Englewood, CO. It has offices in 692 locations and a total of 1,047 people on staff. It oversees $21 billion in assets under management between its 90,646 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 294 charitable organizations. Of its 90,646 customer accounts, 26% are held by high-net-worth investors who have more than $1 million in assets. Cetera Advisors LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on which services are provided. Fees billed by Cetera Advisors LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

41228 12Th St West, Ste A
Palmdale, CA 93551

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

CA Average: $2,349,664,866
Total Number of Employees

1,047

CA Average: 28
Total Number of Accounts

90,646

CA Average: 1,101
Average Account Size

$234,185

CA Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Gary Pearson Work History

Gary has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Cetera Advisors

2016 - 2020 (4 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2011 - 2015 (4 years)

U.S. Bancorp Investments, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary Pearson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Advisors LLC

Jeffrey Smith
Ocala, FL
Gregory Kopan
Toledo, OH
Ashley Mcneely
Englewood, CO
Catherine Paige
Dover, NH
Kirby Mcdonald
Omaha, NE
Scott Babcock
Overland Park, KS
Nancy Tomasich
Baton Rouge, LA
Jeremey Bullerman
Waterloo, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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