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Gary Whitworth Pearson

Cetera Investment Advisers LLC

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About Gary Whitworth Pearson

Gary Whitworth Pearson has been in the financial industry since October 1987. Gary is currently registered with Cetera Investment Advisers LLC and has previously been affiliated with several other firms including Wells Fargo Clearing Services, LLC and U.S. Bancorp Investments, Inc. Gary is registered to provide investment advisory services in California and Texas. Gary has a variety of specializations that include: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Educational Seminars, and Selection of Other Advisers.

Firm Information

Gary Pearson is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

41228 12TH ST WEST, STE A

PALMDALE, CA 93551

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Pearson’s Registration & Firm History

CA

03/21/2024 - Present

Cetera Investment Advisers LLC (PALMDALE CA)

CA

11/30/2015 - 08/04/2020

WELLS FARGO CLEARING SERVICES, LLC (PALMDALE CA)

CA

11/21/2011 - 12/02/2015

U.S. BANCORP INVESTMENTS, INC. (LANCASTER CA)

CA

10/23/2009 - 11/22/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LANCASTER CA)

CA

07/12/1999 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LANCASTER CA)

CA

05/30/1992 - 07/12/1999

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

VA

09/28/1988 - 06/30/1992

GNA SECURITIES, INC. (GLEN ALLEN VA)

NA

10/20/1987 - 10/11/1988

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 2/4/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 6/1/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gary Whitworth Pearson. Review regulatory record here.
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