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Gary Whitworth Pearson

Cetera Investment Advisers LLC

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About Gary Whitworth Pearson

Gary Whitworth Pearson is an investment advisor representative with Cetera Investment Advisers LLC. Gary has been in the securities industry since 1987. He is registered with the state of California as an investment advisor representative. Gary is also registered with the state of Texas as an investment advisor representative. Gary has experience with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, state and municipal governments.

Firm Information

Gary Pearson is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$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 02/04/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

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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