Gary Graham has been Owner of Graham, Bordelon, Golson & Gilbert since January 1986, is a control person of the firm and directly owns between 10% and 25% of it. Gary Graham holds an Undergraduate degree from the University of Louisiana at Monroe and a Law degree from Loyola University New Orleans.
Graham, Bordelon, Golson & Gilbert, Inc. is a Monroe, LA firm with $421M under management, 207 clients and 4 advisers in one office, as of its March 2026 filing.
Gary Graham is Partner of Graham, Bordelon, Golson, & Gilbert, Inc., based in Monroe, LA. Before establishing Graham, Bordelon and Co. in 1983, he practiced estate planning and tax law. He has over 46 years of experience in estate planning, financial planning and retirement planning.
Gary Graham’s longest registration is the current one, 19 years at Graham, Bordelon, Golson & Gilbert since 2007.
- Entrust Investment Management LLC– · 18 yearsMonroe, LA · Adviser representative · Firm CRD 111283
- – present · 19 yearsMonroe, LA · Adviser representative · Firm CRD 104612
Investment adviser representative registrations
Gary Graham is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in February 2007.
- LouisianaSince 27 February 2007
- TexasResidentSince 9 February 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 16 November 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 June 1983 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Gary Gordon Graham
- CRD
- 1173717
- Firm
- Graham, Bordelon, Golson & Gilbert · CRD 104612
- Role
- Owner
- Office
- 2401 TOWER DRIVE, Monroe, LA 71201
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1985
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- gbggwealth.com
Where does Gary Graham work?
Gary Graham has been Owner of Graham, Bordelon, Golson & Gilbert, Inc. since January 1986, and is a control person of the firm.
Is Gary Graham a financial advisor?
Yes. Gary Graham has a current investment-adviser registration in Louisiana and Texas, through Graham, Bordelon, Golson & Gilbert since February 2007.
How many years of experience does Gary Graham have?
Gary Graham has 40 years in the financial industry, since November 1985, across 2 adviser firms.
What exams has Gary Graham passed?
Gary Graham has passed 2 licensing exams: the Series 63 and Series 7. The earliest, the Series 63, was passed in June 1983. FINRA credited Gary Graham with the SIE, which began in October 2018.
Where is Gary Graham based?
Gary Graham’s registered office is in Monroe, LA.
Is Gary Graham registered with FINRA?
Yes. Gary Graham has a current broker registration, under CRD 1173717.
Source: FINRA BrokerCheck
How can I verify Gary Graham’s record?
Search CRD 1173717 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Gary Graham’s full registration record.