Gary Graham
Gary Graham is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Monroe, LA, with 40 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2401 Tower Drive, Monroe, LA, 71201
Get directionsHistory
Regulatory History (1)
Regulatory
January 1991Other Business ActivitiesSells Insurance
Gary is a partner at Graham & Bordelon Partnership, a stockholder at Graham, Bordelon & Co, Inc., and a member of Entrust Investment Advisory, LLC, all investment-related. He also works as an attorney and sole proprietor at Gary G Graham, Attorney at Law, and is a member of GBG Properties, LLC, which takes minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Graham, Bordelon, Golson & Gilbert, INC.
Previous Registrations
Entrust Investment Management LLC
Triad Advisors LLCBroker
Royal Alliance Associates, INC.Broker
Keogler, Morgan & Company, INC.Broker
Fsc Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.