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Lanny Walker

26 Years of Experience
Mt Pleasant, TX
Broker

Lanny Walker is a registered investment advisor at Cetera Investment Advisers LLC, based in Mt Pleasant, TX, with 26 years of industry experience. Lanny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

915 N Jefferson Avenue, Mt Pleasant, TX, 75455-3259

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lanny has a 25% ownership in 1st Texas Financial Services, LLP, where he works as a registered representative providing financial services. He also serves as an executor for the Ruby W Moreland Estate, owns A.W.A. Partnership for real estate rental, and is a CPA at Arnold Walker, Arnold & Co. P.C.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
March 2000 - October 2019 · 19 yrs 7 mos
1st Global Capital CORP.Broker
August 1999 - October 2019 · 20 yrs 2 mos
State Registrations1 state
TX
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.
Lanny Walker - Financial Advisor | TrueAdvisor