Gary Birdsall (CRD# 7004319) is an Investment Advisor Representative working at Hassell Wealth Management in Houma, LA and has over 3 years of experience in the finance industry. Gary Birdsall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3111831
Edward Jones
CRD# 4361234
Edward Jones
CRD# 4467665
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Hassell Wealth Management | Houma, LA | Jun 2021 - Current | 2 |
Eagle Strategies LLC | Thibodaux, LA | Dec 2020 - Jun 2021 | < 1 |
New York Life Insurance Company | New Orleans, LA | Sep 2018 - Jun 2021 | 2 |
Nylife Securities, LLC | New Orleans, LA | Sep 2018 - Jun 2021 | 2 |
Dr. Gary Birdsall Medical Clinic LLC | Cut Off, LA | Nov 2013 - Feb 2019 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2020 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- LA
- TX
-
Total Assets Under Management256MILLIONS
-
Total Number of Accounts919ACCOUNTS
-
Average Account Value$278,344
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
LA, MS, NH, TX
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