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Micheal Gilbert

Secretary at Graham, Bordelon, Golson & Gilbert in Monroe, LA

Investment adviser and broker registrationsUpdated

Micheal Gilbert is Secretary of Graham, Bordelon, Golson & Gilbert, Inc., an investment adviser managing $421M, and works from its Monroe, LA office. Micheal Gilbert has been registered as an investment adviser representative through Graham, Bordelon, Golson & Gilbert since 27 February 2007, has 25 years in the industry across 2 firms and has passed the Series 7 and Series 66.

25
Years in industry
19
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Micheal Gilbert has been Secretary of Graham, Bordelon, Golson & Gilbert since July 2011, is a control person of the firm and directly owns between 25% and 50% of it. Micheal Gilbert studied at the University of Louisiana at Monroe.

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.

Micheal Gilbert is Partner of Graham, Bordelon, Golson, & Gilbert, Inc., based in Monroe, LA. He has specialized in income tax work and investments for over 24 years and became a partner in the firm in 2011.

Micheal Gilbert’s longest registration is the current one, 19 years at Graham, Bordelon, Golson & Gilbert since 2007.

  1. Entrust Investment Management LLC
    – · 13 years
    Monroe, LA · Adviser representative · Firm CRD 111283
  2. – present · 19 years
    Monroe, LA · Adviser representative · Firm CRD 104612

Credentials and registrations

Professional designations

Listed by Graham, Bordelon, Golson & Gilbert

  • Certified Public Accountant (CPA)

Investment adviser representative registrations

Micheal Gilbert is registered as an investment adviser representative in Louisiana, since February 2007.

  • LouisianaSince 27 February 2007

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6628 July 2016
Name
Uniform Combined State Law Examination
Series 79 October 2001
Name
General Securities Representative Examination

Key facts

Full name
Micheal Bruce Gilbert
CRD
4139413
Role
Secretary
Office
2401 TOWER DRIVE, Monroe, LA 71201
Registration
Investment adviser and broker registrations
In the industry since
October 2001
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Micheal Gilbert work?

Micheal Gilbert has been Secretary of Graham, Bordelon, Golson & Gilbert, Inc. since July 2011, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 9 March 2026

Is Micheal Gilbert a financial advisor?

Yes. Micheal Gilbert has a current investment-adviser registration in Louisiana, through Graham, Bordelon, Golson & Gilbert since February 2007.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Micheal Gilbert have?

Micheal Gilbert has 25 years in the financial industry, since October 2001, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Micheal Gilbert passed?

Micheal Gilbert has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2001. FINRA credited Micheal Gilbert with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where is Micheal Gilbert based?

Micheal Gilbert’s registered office is in Monroe, LA.

Source: IAPD individual record, checked 22 October 2026

Is Micheal Gilbert registered with FINRA?

Yes. Micheal Gilbert has a current broker registration, under CRD 4139413.

Source: FINRA BrokerCheck

How can I verify Micheal Gilbert’s record?

Search CRD 4139413 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Micheal Gilbert’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Graham, Bordelon, Golson & Gilbert

Sources

  1. IAPD individual record, CRD 4139413, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Graham, Bordelon, Golson & Gilbert, Inc., filed 9 March 2026. Title, control and ownership bands.
  3. Graham, Bordelon, Golson & Gilbert team page. Biography, education, credentials, awards.