Gail Isaacson
Gail Isaacson is a registered investment advisor at Cetera Investment Advisers LLC, based in Danville, CA, with 23 years of industry experience. Gail 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
Firm Size
IM Fee
Assets Under Management
Location
Danville, CA
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Regulatory History
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
Gail owns Isaacson and Company, a tax, accounting, and bookkeeping practice, dedicating full-time hours to it. She also sells Medicare supplement and Part D policies for a few hours per week and owns Quick Quilting and Embroidery, spending minimal time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
Hochman & Baker Securities, INC.Broker
State Registrations1 state
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