Gail Isaacson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2004-05-06

CA RA
APPROVED

Since 2004-05-06

Branch Locations

Danville, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Isaacson And Company	Danville	CA	04/1977	Present
Cetera Financial Specialists Llc	Schaumburg	IL	05/2004	Present
Cetera Investment Advisers Llc	Schaumburg	IL	05/2004	Present

04/1977 → Present

Isaacson And Company

Danville, CA
05/2004 → Present

Cetera Financial Specialists Llc

Schaumburg, IL
05/2004 → Present

Cetera Investment Advisers Llc

Schaumburg, IL

Previous Registrations

2002-09-27 → 2004-09-30

Genworth Financial Planning Corporation

Danville, CA

Other Businesses

1) ISAACSON AND COMPANY - TAX, ACCOUNTING & BOOKKEEPING PRACTICE - TITLE: OWNER/PRESIDENT - STARTED 1977 - I DO EVERYTHING RELATED TO ACCOUNTING PRACTICE - WORK 40 HRS/WK; 2) SALES OF MEDICARE SUPPLEMENT AND MEDICARE PART D POLICIES, NOT INV REL, SINCE 06/2007, 4H/WK; 3) QUICK QUILTING AND EMBROIDERY, NOT INV REL, OWNER, MACHINE QUILTING & EMBROIDERY FOR CRAFTERS, ADM OF BUSINESS, SINCE 10/2007, 2-4H/WK;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-09-17

S66 Uniform Combined State Law Examination

2002-09-17

Other Names

Gail Selberg

View on SEC IAPD