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MG

Micheal B. Gilbert

GRAHAM, BORDELON, GOLSON & GILBERT
MONROE, LA 71201
Some features on this profile are disabled
CRD#: 4139413
MG

Professional summary

Micheal Bruce Gilbert, who also goes by Michael B. Gilbert, Michael Bruce Gilbert, is a registered financial advisor currently at GRAHAM, BORDELON, GOLSON & GILBERT, INC. located in Monroe, Louisiana and OSAIC WEALTH, INC. located in Monroe, Louisiana.

Micheal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Micheal has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael B. Gilbert | Michael Bruce Gilbert

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) ENTRUST INVESTMENT ADVISORY LLC; INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; RIA; FINANCIAL ADVISOR; 6/1/1999; 32 HRS/MONTH; 2 HR/DAY; COMPENSATION-SALARY; REVIEW ACCOUNTS, INVESTMENT RESEARCH, EXCLUSIVE TRADES, FINANCIAL PLANNING, TAX PREPARATION 2) GRAHAM, BORDELON & CO. INC; INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; RIA; CPA, FINANCIAL ADVISOR; 6/1/1999; 128 HRS/MONTH; 6 HR/DAY; COMPENSATION-SALARY; REVIEW ACCOUNTS, INVESTMENT RESEARCH, EXCLUSIVE TRADES, FINANCIAL PLANNING, TAX PREPARATION 3) K&M Equipment LLC;not investment related;122 E. Frenchmans Bend Rd;equipment rental;member;10/1/2015;1 hr/month;0 hrs during trading;administrative,passive investment

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Micheal Bruce Gilbert's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 27, 2007 - Present

GRAHAM, BORDELON, GOLSON & GILBERT, INC.

Office #1: 2401 Tower Drive, Monroe, LA 71201
RIA
CRD#: 104612
MONROE, LA
Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 2401 Tower Drive, Monroe, LA 71201
RIA
BD
CRD#: 23131
MONROE, LA
Past

June 16, 2011 - March 21, 2025

ENTRUST INVESTMENT MANAGEMENT LLC

RIA
CRD#: 111283
MONROE, LA
Past

October 10, 2001 - August 23, 2024

TRIAD ADVISORS LLC

BD
CRD#: 25803
MONROE, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GB
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
GRAHAM BORDELON & CO INC | GRAHAM, BORDELON, GOLSON & GILBERT, INC.

CRD#: 104612 / SEC#: 801-25887

RIA
Registered Investment Advisory firm - (12/5/1985 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(8/23/2024)
RR
Arkansas
(8/23/2024)
RR
Georgia
(8/23/2024)
IAR
Louisiana
(2/27/2007)
RR
Louisiana
(8/23/2024)
RR
Mississippi
(8/23/2024)
RR
Nebraska
(8/23/2024)
RR
New Jersey
(8/23/2024)
RR
Texas
(8/23/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/28/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/9/2001
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

GB
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
GRAHAM BORDELON & CO INC | GRAHAM, BORDELON, GOLSON & GILBERT, INC.

CRD#: 104612 / SEC#: 801-25887

RIA
Registered Investment Advisory firm - (12/5/1985 Approved)
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Contact information

Main Address
2401 Tower Drive, Monroe, LA 71201
Mailing Address
Phone number
(318) 322-7157
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A (4/2/2025)

Regulatory assets under management

Total Number of Accounts324
AUM (Assets Under Management)$ 375,002,796

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GRAHAM, BORDELON, GOLSON & GILBERT, INC.

CRD#: 104612Monroe, LA 71201

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