Gary Joseph Birdsall

Employer firm

True Financial, LLC CRD 333363

$11.8M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 03/2019
  Dr. Gary Birdsall Medical Clinic
  Cut Off, LA
• 12/2020 → 06/2021
  Eagle Strategies Llc
  Thibodaux, LA
• 09/2018 → 06/2021
  New York Life
  Thibodaux, LA
• 06/2021 → 10/2024
  Hassell Wealth Management
  Houma, LA
• 09/2024 → Present
  True Financial, Llc
  Houma, LA

Previous Registrations

• 2021-06-10 → 2024-10-22
  Hassell Wealth Management
  Houma, LA
• 2020-12-08 → 2021-06-03
  Eagle Strategies Llc
  Thibodaux, LA

Other Businesses

I keep an active Louisiana attorney license but I do not engage in the practice of law, nor do I receive compensation for legal services.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-18
• S63 Uniform Securities Agent State Law Examination
  2020-07-27

Designations

• Certified Financial Planner

Other Names

• Gary Joseph Birdsall
• Gary Joseph Birdsall