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Gregory Bordelon

39 Years of Experience
Lafayette, LA
4 DisclosuresBroker

Gregory Bordelon is a registered investment advisor at Wells Fargo Advisors, based in Lafayette, LA, with 39 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1231 Camellia Blvd, Lafayette, LA, 70508

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2015
Closed-No Action
Customer Dispute
January 2002
Denied
Customer Dispute
April 2000
Settled
Customer Dispute
January 1990
Settled
Other Business Activities

Gregory has several business activities, including 100% ownership in Stanley Bordelon, Inc (wholesale lumber), 25% ownership in B & B Properties (a partnership), and 50% ownership in Service Builders Supply (a holding company). He also has 55% ownership in Bordelon Detraz Group, LLC, taking nearly full-time.

Employment History
Current Registrations
Wells Fargo Advisors
January 2020 - Present · 6 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2020 - Present · 6 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2010 - January 2020 · 9 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - January 2020 · 12 yrs
A. G. Edwards & Sons, INC.Broker
June 1986 - January 2008 · 21 yrs 7 mos
State Registrations23 states
ALARAZCACOFLGAIDKSLAMDMEMSNCNMNYOKORPATNTXWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Gregory Bordelon - Financial Advisor | TrueAdvisor