Gary Imus, financial advisor Tucson AZ

Gary Imus

CRD Number: 1328490
Current Firm: Financial Planning First, LLC

Gary Imus (CRD# 1328490) is an Investment Advisor Representative working at Financial Planning First, LLC in Tucson, AZ and has over 39 years of experience in the finance industry.

Similar Advisors
Nicholas Abdy, financial advisor Tucson AZ
Nicholas G. Abdy
CRD# 4701550
Ubs Financial Services Inc.
Similar Advisors
David Ahmad, financial advisor Tucson AZ
David W. Ahmad
CRD# 3272252
Edward Jones
Similar Advisors
Jennifer Akins, financial advisor Tucson AZ
Jennifer L. Akins
CRD# 4840087
Lpl Financial LLC
Company Name Location Dates Years
Financial Planning First, LLC Tucson, AZ Jun 2022 - Current 1
Imus Wilkinson Investment Management, LLC Tucson, AZ Jun 2011 - Jan 2023 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Apr 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gary K. Imus
Phone Number: 520-314-1301
Registered State(s):
  • AZ
  • CA
  • ID
  • WA
By the Numbers
  • Total Assets Under Management
    80
    MILLIONS
  • Total Number of Accounts
    751
    ACCOUNTS
  • Average Account Value
    $106,305
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, ID, NY, TX, WA

Ready to hire a financial advisor? Get competitive proposals from Gary Imus and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.