Richard Bordelon, financial advisor Monroe LA
73 score

Richard Bordelon

CRD Number: 1182445
Current Firm: Graham, Bordelon, Golson & Gilbert, Inc.

Richard Bordelon (CRD# 1182445) is an Investment Advisor Representative working at Graham, Bordelon, Golson & Gilbert, Inc. in Monroe, LA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Entrust Investment Management Monroe, LA Sep 1999 - Current 17
Triad Advisors, Inc. Monroe, LA Dec 1998 - Current 18
Graham, Bordelon & Company, Inc. Monroe, LA Dec 1989 - Current 27
Graham, Bordelon & Co Monroe, LA Sep 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1986
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Richard E. Bordelon
Phone Number: 318-322-7157
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    264
    MILLIONS
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $622,642
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, TX

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BADGES
73

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