AG
Annette M. Gobel
CETERA INVESTMENT ADVISERS LLC
El Paso, TX 79912
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CRD#: 2841411
AG
Professional summary
Annette M Gobel, who also goes by Annette M De Lacy, Annette M Gamino, Annette Gamino, Annette M Graves, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in El Paso, Texas and CETERA WEALTH SERVICES, LLC located in El Paso, Texas.
Annette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Annette has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Annette M De Lacy | Annette M Gamino | Annette Gamino | Annette M Graves
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) ANNETTE GOBEL CPA, P.C. POSITION: owner/CPA NATURE: CPA firm that provides tax and accounting services to business and individual tax clients, including preparation of monthly financial statements. INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 04/18/2017 ADDRESS: 725 S. Mesa Hills, Bldg 2, Ste 1, El Paso TX 79912, United States DESCRIPTION: As CPA, all monthly financial statements produced are reviewed by me before being released to clients. Meet with business clients regularly regarding various accounting issues and tax issues. Also meet with them to discuss their annual tax returns. Review all tax returns for Business and individual clients before the are filed with the IRS. 2) 4012 CIBOLA VILLAGE POSITION: owner NATURE: Purchased a Single Family Residence in at 4012 Cibola Village Dr NE, Albuquerque, NM in July, 2023. Plan to convert it to a rental around November/December, 2023. My daughter will rent it from me and we will have a rental agreement. Disclosing this because we are ready to begin a rental agreement.Purchased a single family residence in June, 2021 at 7308 Scotts Place NE, Albuquerque, NM 87109 that my college-age dependent son is living in for free (to save me helping him with rent). I use it as vacation property. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 725 S. Mesa Hills, Bldg 2, Ste 1, El Paso TX 79912, United States DESCRIPTION: 4012 Cibola-Responsible for maintenance on the house and yard, and payment of the water utilities. Renter will be responsible for all other utiity expenses.7308 Scotts-Responsible for pretty much everything. My son pays the electric bill. 3) 7308 SCOTTS PL NE POSITION: owner NATURE: Own a home at 7308 Scotts PL NE, Albuquerque, NM that my son lives in while attending University of New Mexico. Will begin renting it on 1/1/25. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2025 ADDRESS: 725 S. Mesa Hills, Bldg 2, Ste 1, El Paso TX 79912, United States DESCRIPTION: Manage the property Handle repairs/ contractors performing repairs Pay water and yard service bills Vet potential renters
CRS (Client Relationship Summary) - RIA
Click below to view Annette M Gobel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 725 S. Mesa Hills Bldg 2, Ste 1, El Paso, TX 79912RIA
CRD#: 105644
El Paso, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 725 S. Mesa Hills Bldg 2, Ste 1, El Paso, TX 79912BD
CRD#: 13572
El Paso, TX
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
El Paso, TX
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
El Paso, TX
Past
February 22, 2013 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
EL PASO, TX
Past
January 29, 2013 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
El Paso, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
New Mexico(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
