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Gary Edmund Johnson

Advisor at Cetera — Corbin, KY

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Corbin, KY 40701

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,124 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Gary Johnson is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Avantax Insurance Agency LLC and Avantax Advisory Services. Johnson is also president of Johnson Financial Group PSC, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Corbin, KY

412 Master Street

Corbin KY 40701

Advisors at this office

1

Most active in

Kentucky

Work history

28 years of industry experience

Cetera Wealth Services, LLC

2025 - Present • 1 year

Corbin, KY

Cetera

2025 - Present • 1 year

Schaumburg, IL

Avantax Insurance Agency LLC

2017 - 2025 • 8 years

Corbin, KY

Johnson Financial Group PSC

2017 - Present • 9 years

Corbin, KY

Avantax Advisory services

2013 - 2025 • 12 years

Corbin, KY

Avantax Investment Services, Inc.

1997 - 2025 • 28 years

Corbin, KY

Gary E. Johnson CPA PSC

1996 - Present • 30 years

Corbin, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Lee P

Series 66, Series 63

Corbin, KY

OSAIC Institutions, INC.

Lee Parks is a financial advisor with OSAIC Institutions, INC. holding Series 66 and Series 63 credentials and has 17 years of industry experience. He has worked at Infinex Investments, Inc. since 2011 and at Hometown Bank of Corbin from 2008 to 2022. Parks also owns a tax preparation business under the name Lee K Parks, CPA. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure and utilizing third-party promoters and wrap programs.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

David W

Series 63, Series 65

London, KY

SPC

David Walters is a financial advisor at SPC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Sigma Planning Corporation, Parkland Securities LLC, OneAmerica Securities, and Foresters Equity Services. In addition to his advisory role, Walters is president of Cardinal Insurance & Financial Services Inc., where he manages a fixed insurance business focused on group and individual medical, life, disability, dental, and vision insurance, as well as Medicare supplement policies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, providing discretionary and nondiscretionary strategies tailored to client suitability.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Steven P

Series 66

Corbin, KY

OSAIC Institutions, INC.

Steven Phipps is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently affiliated with infinex Investments, Inc. and has prior experience at First National Bank & Trust. Outside of his advisory work, he is a co-owner of Family Venture, LLC, a real estate development and rental business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services tailored through customized engagements. The firm employs a network of investment adviser representatives who utilize a combination of fundamental and technical analysis and provide access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

Matthew T

Series 66

Corbin, KY

OSAIC Institutions, INC.

Matthew Taylor is a Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with OSAIC Institutions, Inc. and has prior work experience at Hometown Bank and Mallory Davis State Farm. Outside of his advisory work, he is the owner of Golden Dog Properties, LLC. OSAIC Institutions, Inc. serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure.

Annuities Tax-loss harvesting Founder/Business Owner Executive

Joshua C

Series 63, Series 66

Corbin, KY

Edward Jones

Joshua Curry is a financial advisor at Edward Jones in Corbin, KY, with 18 years of industry experience. He has been with Edward Jones since 2009 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is a member of the Rotary Club of Corbin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Tabitha E

Series 66

London, KY

Edward Jones

Tabitha Elam is a financial advisor with Edward Jones in London, Kentucky. She holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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