Gary GrahamCRD Number: 1173717
Current Firm: Graham, Bordelon, Golson & Gilbert, Inc.
Gary Graham (CRD# 1173717) is an Investment Advisor Representative working at Graham, Bordelon, Golson & Gilbert, Inc. in Monroe, LA and has over 34 years of experience in the finance industry.
Argent Advisors, Inc.
Raymond James Financial Services Advisors, Inc.
Eagle Strategies LLC
|Triad Advisors, Inc.||Monroe, LA||Dec 1998 - Current||19|
|Graham,bordelon And Company||Monroe, LA||Jun 1983 - Current||35|
|Entrust Investment Management||Monroe, LA||Jun 1983 - Current||35|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management276MILLIONS
Total Number of Accounts407ACCOUNTS
Average Account Value$678,133
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
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