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Gary Gordon Graham

GRAHAM, BORDELON, GOLSON & GILBERT, INC.·MONROE, Louisiana
SIE, Series 7, Series 63ChFC19 years registeredGRAHAM, BORDELON, GOLSON & GILBERT, INC.
2401 TOWER DRIVE, MONROE, LA 71201CRD# 1173717Firm CRD# 104612

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Gordon Graham · MONROE, LA
Registration
CRD #1173717 · GRAHAM, BORDELON, GOLSON & GILBERT, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

GRAHAM, BORDELON, GOLSON & GILBERT, INC.
Feb 2007 – present
ENTRUST INVESTMENT MANAGEMENT LLC
Feb 2007 – Mar 2025
MONROE, LA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · February 9, 2007
Years registered · 19
Professional designation · ChFC
03

Disclosure History

1991Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
CRD 104612 · SEC 801-25887
AUM
$292M
Regulatory assets under management
Employees
4
290 client accounts
Services offered by GRAHAM, BORDELON, GOLSON & GILBERT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GRAHAM, BORDELON, GOLSON & GILBERT, INC. →
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Frequently Asked Questions

What services does Gary Gordon Graham offer?
Gary Gordon Graham specializes in Financial Planning, Investment Management. Contact their office in MONROE, Louisiana for a consultation.
What are Gary Gordon Graham's credentials?
Gary Gordon Graham holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Gary Gordon Graham located?
Gary Gordon Graham is based in MONROE, Louisiana, working with GRAHAM, BORDELON, GOLSON & GILBERT, INC.. Their office serves clients in the MONROE metropolitan area and surrounding communities.
How does Gary Gordon Graham charge for services?
Gary Gordon Graham's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRAHAM, BORDELON, GOLSON & GILBERT, INC.?
GRAHAM, BORDELON, GOLSON & GILBERT, INC. has approximately 4 employees and manages $292M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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