GB
GB
Gary Burkard is a registered investment advisor at Cetera Investment Advisers LLC, based in Torrance, CA, with 44 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
23133 Hawthorne Blvd Ste 305, Torrance, CA, 90505
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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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
October 2012 - Present · 13 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2013 - June 2023 · 10 yrs 5 mos
Multi-Financial Securities CorporationBroker
March 2010 - October 2011 · 1 yr 7 mos
Locust Street Securities, INC.Broker
May 2003 - December 2003 · 7 mos
Ing Financial Partners, INC.Broker
November 2002 - June 2007 · 4 yrs 7 mos
Multi-Financial Securities CorporationBroker
April 2001 - June 2007 · 6 yrs 2 mos
Ifg Network Securities, INC.Broker
April 2001 - December 2003 · 2 yrs 8 mos
Vestax Securities CorporationBroker
April 2001 - December 2003 · 2 yrs 8 mos
Financial Network Investment CorporationBroker
April 1989 - October 2011 · 22 yrs 6 mos
American Pacific Securities CorporationBroker
August 1985 - April 1989 · 3 yrs 8 mos
Universal Heritage Investments CorporationBroker
February 1983 - August 1985 · 2 yrs 6 mos
Jefferies & Company, INC.Broker
December 1982 - January 1983 · 1 mo
D. E. Towers & CO.Broker
February 1980 - June 1982 · 2 yrs 4 mos
Lasky Securities Company, INC.Broker
October 1979 - September 1980 · 11 mos
State Registrations42 states
AKALARAZCACOCTFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNJNMNVNYOHOKORPASCSDTNTXUTVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.