Unclaimed Profile

Richard Edwin Bordelon

ENTRUST INVESTMENT MANAGEMENT LLC·MONROE, Louisiana

SIE, Series 6, Series 7, Series 24, Series 63, Series 66, Series 99TO19 years registeredENTRUST INVESTMENT MANAGEMENT LLC

2401 TOWER DRIVE, MONROE, LA 71201CRD# 1182445Firm CRD# 111283

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Edwin Bordelon · MONROE, LA

Registration

CRD #1182445 · ENTRUST INVESTMENT MANAGEMENT LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ENTRUST INVESTMENT MANAGEMENT LLC

ENTRUST INVESTMENT MANAGEMENT LLC

Feb 2007 – May 2022

MONROE, LA

GRAHAM, BORDELON, GOLSON & GILBERT, INC.

Feb 2007 – May 2022

MONROE, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · February 9, 2007

Years registered · 19

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.

Firm Overview

Firm

ENTRUST INVESTMENT MANAGEMENT LLC

CRD 111283 · SEC 801-56888

AUM

$13M

Regulatory assets under management

Employees

20 client accounts

Services offered by ENTRUST INVESTMENT MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ENTRUST INVESTMENT MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Richard Edwin Bordelon offer?

Richard Edwin Bordelon specializes in Financial Planning, Investment Management, Wealth Management.

What are Richard Edwin Bordelon's credentials?

Richard Edwin Bordelon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Edwin Bordelon located?

Richard Edwin Bordelon is based in MONROE, Louisiana, last registered with ENTRUST INVESTMENT MANAGEMENT LLC.

How does Richard Edwin Bordelon charge for services?

Richard Edwin Bordelon'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 ENTRUST INVESTMENT MANAGEMENT LLC?

ENTRUST INVESTMENT MANAGEMENT LLC has approximately 4 employees and manages $13M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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