Gary Penn is a registered investment advisor at Cetera Investment Advisers LLC, based in Fenton, MI, with 16 years of industry experience. Gary 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
Fenton, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gary is a financial advisor at Penn Financial LLC since 2016. He spends about a quarter of his time on routine activities associated with this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations12 states
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