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Gary Gordon Graham

GRAHAM, BORDELON, GOLSON & GILBERT, INC.·MONROE, Louisiana
Unclaimed Profile
2401 TOWER DRIVE, MONROE, LA 71201CRD# 1173717Firm CRD# 104612
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
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
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

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

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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.
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