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.
915 N Jefferson Avenue, Mt Pleasant, TX, 75455-3259
Get directionsNo 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.
Learn about disclosures →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.
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.