GL
ChFC
GL
ChFC

Gary Lamusga

36 Years of Experience
Walnut Creek, CA
1 DisclosureBrokerSells Insurance

Gary Lamusga is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Walnut Creek, CA, with 36 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

1280 Civic Drive, 211, Walnut Creek, CA, 94596

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History

Regulatory History (1)
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Customer Dispute
October 2016
Settled
Other Business ActivitiesSells Insurance

Gary is involved in various activities, including board memberships for several organizations, rental property ownership, and insurance sales. He dedicates about a quarter of his time to The Lamusga Co. Inc. for financial services and also works as a financial professional for Martin Financial Group for about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 3 yrs 2 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Securian Financial Services, INC.
June 2005 - August 2023 · 18 yrs 2 mos
Securian Financial Services, INC.Broker
September 1990 - August 2023 · 32 yrs 11 mos
State Registrations11 states
AZCACOIDINLAMONCNHTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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