Basheer Husami
Basheer Husami is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rossmoor, CA, with 16 years of industry experience. Basheer 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
12641 Christy Ln., Rossmoor, CA, 90720
Get directionsHistory
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
Basheer works full-time as an analyst for Husami & Associates, a financial services entity, since 2009. He also works as an insurance agent for Avantax Insurance Agency & Avantax Insurance Services, Inc. since 2019, offering fixed, long-term care, disability, and variable products, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations15 states
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.