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Gary Joseph Birdsall

Gary J. Birdsall

TRUE FINANCIAL
New Orleans, LA 70163
Some features on this profile are disabled
CRD#: 7004319
Gary Joseph Birdsall

Professional summary

Gary Joseph Birdsall, CFP®, who also goes by Gary Joseph Birdsall Jr., is a registered financial advisor currently at TRUE FINANCIAL, LLC located in New Orleans, Louisiana.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Gary has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gary Joseph Birdsall Jr.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Joseph Birdsall's 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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

October 21, 2024 - Present

TRUE FINANCIAL, LLC

Office #1: 1100 Poydras Street Suite 1900, New Orleans, LA 70163Office #2: 8550 United Plaza Blvd Ste 108, Baton Rouge, LA 70809
RIA
CRD#: 333363
New Orleans, LA
Past

June 10, 2021 - October 22, 2024

HASSELL WEALTH MANAGEMENT

RIA
CRD#: 297892
HOUMA, LA
Past

December 8, 2020 - June 3, 2021

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
THIBODAUX, LA
Past

November 15, 2018 - June 3, 2021

NYLIFE SECURITIES LLC

BD
CRD#: 5167
THIBODAUX, LA

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.

Highlighted states indicate IAR registrations

IAR
Louisiana
(10/23/2024)
IAR
Texas
(10/21/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/18/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/27/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/27/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/16/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/15/2018
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TF
TRUE FINANCIAL, LLC
TRUE FINANCIAL, LLC

CRD#: 333363 / SEC#:

Louisiana
Registered Investment Advisory firm - (10/23/2024 Approved)
Texas
Registered Investment Advisory firm - (9/24/2024 Conditional Restricted)
PREMIUM
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Contact information

Main Address
7712 W. Main Street Suite 204, Houma, LA 70360
Mailing Address
Phone number
(985) 208-3900
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts77
AUM (Assets Under Management)$ 11,809,346

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

TRUE FINANCIAL, LLC

CRD#: 333363New Orleans, LA 70163

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