AdvisorOS Directory
Claim Profile
Unclaimed Profile
GG

Gary Gordon Graham

GRAHAM, BORDELON, GOLSON & GILBERT, INC.·MONROE, Louisiana
GRAHAM, 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.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Gary Gordon Graham is a registered financial advisor based in MONROE, Louisiana, affiliated with GRAHAM, BORDELON, GOLSON & GILBERT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Gary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gary is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
AUM
$292M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GRAHAM, BORDELON, GOLSON & GILBERT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1173717
Firm CRD# 104612
View on FINRA BrokerCheck →

Looking for a financial advisor in MONROE?

Browse all registered financial advisors in MONROE, Louisiana or claim this profile if it's yours.

Browse MONROE AdvisorsAre you this advisor? Claim profile
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in MONROE, Louisiana

Kenneth Gus Vines
VINES CAPITAL MANAGEMENT, LLC·MONROE, LA
Richard Edwin Bordelon
ENTRUST INVESTMENT MANAGEMENT LLC·MONROE, LA
Stephen Michael Mintz
MINTZ, STEPHEN M.·MONROE, LA
Susan Reighney Harwood
PLANNING FOR WEALTH, LLC·MONROE, LA
Vicki Rae Tindall
ARGENT ADVISORS, INC.·MONROE, LA
Ben Hulsey
PLANNING FOR WEALTH, LLC·MONROE, LA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)COVINGTON (15)HOUMA (9)MINDEN (5)HAMMOND (5)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
Request removal of this profile