GB
PFS
GB
PFS
Gail Barnes
23 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance
Gail Barnes is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
16635 Shorewood Lakes Drive, Houston, TX, 77095
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
October 2007Other Business ActivitiesSells Insurance
Gail sells equity indexed annuities through Avantax Investment Services and as a financial rep. She also works as an accountant/bookkeeper for Barnes Financial Services, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
May 2013 - September 2025 · 12 yrs 4 mos
Avantax Investment Services, INC.Broker
November 2002 - September 2025 · 22 yrs 10 mos
State Registrations11 states
ARCOFLGAILINNJNYSCTXWA
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.