Gary Imus has been an investment adviser representative at Financial Planning First since June 2022, and is not listed among the firm’s executive officers or direct owners.
Financial Planning First, LLC is a Tuscon, AZ firm with $114M under management, 296 clients and 1 adviser in one office, as of its March 2026 filing.
Gary Imus is Chief Investment Officer of Financial Planning First. He has been in the investment industry for the past 38 years, after spending the first 20 years of his working career in retail, culminating in the ownership of a gourmet cooking store.
Gary Imus’ longest registration was 11 years at Imus Wilkinson Investment Management, LLC (2011–2022). Before joining Financial Planning First in 2022, Gary Imus was registered through Imus Wilkinson Investment Management, LLC and RBC Capital Markets, LLC.
- – present · 4 yearsTuscon, AZ · Adviser representative · Firm CRD 319273
- Imus Wilkinson Investment Management, LLC– · 11 yearsTucson, AZ · Adviser representative · Firm CRD 157457
- RBC Capital Markets, LLC– · 9 yearsTucson, AZ · Adviser representative · Firm CRD 31194
Investment adviser representative registrations
Gary Imus is registered as an investment adviser representative in 4 states. The first approvals date from June 2022; the most recent are California and Idaho, in October 2022.
- ArizonaSince 29 June 2022
- CaliforniaSince 11 October 2022
- IdahoSince 11 October 2022
- WashingtonSince 10 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 April 1992 |
| Series 15 | Foreign Currency Options Examination | 22 January 1986 |
| Series 3 | National Commodity Futures Examination | 27 August 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 January 1985 |
| Series 7 | General Securities Representative Examination | 15 December 1984 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Foreign Currency Options Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gary Keith Imus
- CRD
- 1328490
- Firm
- Financial Planning First · CRD 319273
- Office
- 3567 E SUNRISE DR STE B237, Tuscon, AZ 85718
- Registration
- Investment adviser registration
- In the industry since
- January 1985
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- financialplanningfirst.com
Where does Gary Imus work?
Gary Imus is an investment adviser representative registered through Financial Planning First, LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Gary Imus a financial advisor?
Yes. Gary Imus has a current investment-adviser registration in Arizona, California, Idaho and Washington, through Financial Planning First since June 2022.
How many years of experience does Gary Imus have?
Gary Imus has 41 years in the financial industry, since January 1985, across 3 adviser firms.
What exams has Gary Imus passed?
Gary Imus has passed 5 licensing exams: the Series 7, Series 63, Series 3, Series 15 and Series 65. The earliest, the Series 7, was passed in December 1984.
Where did Gary Imus work before Financial Planning First?
Before Financial Planning First, Gary Imus was registered through RBC Capital Markets, LLC, March 2002 to May 2011.
Where is Gary Imus based?
Gary Imus’ registered office is in Tuscon, AZ.
Is Gary Imus registered with FINRA?
No. Gary Imus has no current broker registration.
How can I verify Gary Imus’ record?
Search CRD 1328490 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Imus’ full registration record.
