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Gary Calmes
CETERA INVESTMENT ADVISERS LLC
DENTON, TX 76201
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CRD#: 5417305
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Professional summary
Gary Calmes, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Denton, Texas and CETERA WEALTH SERVICES, LLC located in Denton, Texas.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Gary has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Fiduciary Appointment-Trustee 1421 N Elm St, Ste 102~Denton~TX~76201~1/1/2017~1hrs~1hrs~Investment, Taxes, Real Estate 2) C Family Properties, LLC 1421 N Elm, Ste. 103~Denton~TX~76201~Rental Property Owner/Management~President~12/16/2015~5hrs~5hrs~Owner, accept rent and pay bills 3) Denton Fire Pension Board 1421 N. Elm, Ste. 103~Denton~TX~76201~Professional Services - Business/Individual~Director/Officer~9/1/2014~20hrs~0hrs~Executive Director 4) Gary A Calmes - Rental Properties 1421 N. Elm, Ste. 103~Denton~TX~76201~Rental Property Owner/Management~Owner/Sole Proprietor~9/1/1997~5hrs~2hrs~collection, maintenance, new tenants 5) Denton Calvary Academy 1910 E University~Denton~TX~76209~Board Position/Officer~Other~12/1/2017~4hrs~4hrs~Finance committee member - review financial activities of institution, School Board Trustee 6) DENTON BIBLE CHURCH POSITION: Elder NATURE: Church Elder - 1 Timothy 3:1-6Biblical accountability for pastor Church Discipline Church finances - approve budget Teaching INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 10/24/2021 ADDRESS: 2300 E University Drive, Denton TX 76209, DESCRIPTION: Church Leadership 7) COLE RANCH COMPANY LP POSITION: Trustee NATURE: Texas Limited Partnership Development of Cole Ranch in Denton County Family partnership required to have outside trustees INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2022 ADDRESS: 1421 N. Elm, Ste. 102, Denton TX 76201, United States DESCRIPTION: Quarterly Board meetings to review property development and approve expenditures 8) GARY A CALMES, PC POSITION: President NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: null START DATE: 02/01/1992 Address: DESCRIPTION: owner/operator 9)WOMAN TO WOMAN PREGNANCY RESOURCE CENTER POSITION: Board Member NATURE: Board Member responsible for policy development INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2024 ADDRESS: 521 N Locust, Denton TX 76201, United States DESCRIPTION: Monthly Board Meeting 10) GARY CALMES, PLLC POSITION: President NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 160 START DATE: 02/01/1992 ADDRESS: 1421 N Elm, Ste 102, Denton TX 76249, United States DESCRIPTION: owner/operator 11) CALMES FINANCIAL POSITION: Owner NATURE: Investment, Taxes, Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2017 ADDRESS: 1421 N Elm St, Ste 102, Denton TX 76201, United States DESCRIPTION: Investment, Taxes, Real Estate
CRS (Client Relationship Summary) - RIA
Click below to view Gary Calmes'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®
CFP®
Start date: 2006
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1421 N. Elm Ste 102, Denton, TX 76201RIA
CRD#: 105644
DENTON, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1421 N. Elm Ste. 102, Denton, TX 76201BD
CRD#: 13572
Denton, TX
Past
July 17, 2008 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
DENTON, TX
Past
October 22, 2007 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Denton, 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
Arizona(9/5/2025)
RR
Arkansas(9/5/2025)
RR
Colorado(9/5/2025)
RR
Florida(9/5/2025)
RR
Idaho(9/5/2025)
RR
Louisiana(9/18/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Oklahoma(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
RR
Tennessee(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
RR
Wisconsin(9/5/2025)
Exams
State Security Law Exam
General Industry/Product 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
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Denton, TX 76201TRUST BUT VERIFY
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