advisor profile

Gary Joseph Birdsall

IAR
PR
gary joseph birdsall
Name or #CRD
Location
Firm name
Credentials
Advisor type
Disclosures
OVERVIEW

Gary Joseph Birdsall, CFP, who also goes by Gary Joseph Birdsall, is a registered financial advisor at HASSELL WEALTH MANAGEMENT located in Houma, Louisiana.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Gary has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Disclosures
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Advisor Information

ADVISOR PROFILE
Services Offered
Small Business Planning
Employee and Employer Plan Benefits
Insurance Planning
Divorce Planning
Business Succession Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planning
Education Planning
Estate Planning
Other Business
[Bayou Country Children's Museum; Voting board member at large for local children's museum, Bayou Country Children's Museum. Volunteer position.; 211 Rue Betancourt, Thibodaux, LA 70301; Start Date 05/2021; Role/Title: Board Member; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours;voting board member at-large and offer input on planning and management.]
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CREDENTIALS
CREDENTIALS (1)
CFP: Certified Financial Planner
Certified Financial Planner
Begin Date: 2021
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (2)
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IAR
Louisiana (6/10/2021)
IAR
Texas (6/10/2021)
SRO REGISTRATIONS (0)

Firm Information

Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
CURRENT EMPLOYER
RIA
HASSELL WEALTH MANAGEMENT (#297892)
300 Lafayette Street Suite 200, Houma, LA, 70360
6/10/2021 - Current
PREVIOUS EMPLOYERS (2)
RIA
EAGLE STRATEGIES LLC (#110826)
12/8/2020 - 6/3/2021
Thibodaux, LA
BD
NYLIFE SECURITIES LLC (#5167)
11/15/2018 - 6/3/2021
Thibodaux, LA
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Gary Joseph Birdsall

IAR
PR
CFP: Certified Financial Planner
Experience: 4 years / 3 firms
CRD#: 7004319


LOCATION
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Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
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