SG
CFP
SG
CFP

Samuel Gullette

25 Years of Experience
Issaquah, WA
BrokerSells Insurance

Samuel Gullette is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Issaquah, WA, with 25 years of industry experience. Samuel 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
Loading...

Location

22500 SE 64th Pl Ste 240, Issaquah, WA, 98027

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Samuel owns several LLCs for commissions, expense management, and family holdings, dedicating minimal time to these. He also sells fixed insurance products, including life, health, disability, fixed annuities, and long-term care, and is the owner/CEO of Weststar Financial Group, where he sells and services insurance, securities, and investment products, dedicating nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
August 2010 - June 2021 · 10 yrs 10 mos
Voya Financial Advisors, INC.Broker
August 2010 - June 2021 · 10 yrs 10 mos
AXA Advisors, LLC
April 2002 - August 2010 · 8 yrs 4 mos
AXA Advisors, LLCBroker
April 2002 - August 2010 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2000 - March 2002 · 1 yr 4 mos
State Registrations48 states
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNMNVNYOHOKORPAPRRISCSDTNTXUTVAWAWIWY
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.
Samuel Gullette - Financial Advisor | TrueAdvisor