Best Investors Account Sign in
Inactive

Gary Joseph Birdsall

True Financial, LLC

New Orleans, LA

Baton Rouge, LA

Houma, LA

Claim This Profile
Current Employers
True Financial, Llc

7712 W. Main Street Suite 204, Houma, LA 70360 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-10-23
TX RA APPROVED 2024-10-21
  • LA RA
    APPROVED
    Since 2024-10-23
  • TX RA
    APPROVED
    Since 2024-10-21

Branch Locations

1100 Poydras Street Suite 2900, New Orleans, LA 70163 • United States

8550 United Plaza Blvd #702, Baton Rouge, LA 70809 • United States

7712 W. Main Street Suite 204, Houma, LA 70360 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dr. Gary Birdsall Medical Clinic Cut Off LA 11/2013 03/2019
Eagle Strategies Llc Thibodaux LA 12/2020 06/2021
New York Life Thibodaux LA 09/2018 06/2021
Hassell Wealth Management Houma LA 06/2021 10/2024
True Financial, Llc Houma LA 09/2024 Present
Previous Registrations
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
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-18
S63 Uniform Securities Agent State Law Examination 2020-07-27
  • S66 Uniform Combined State Law Examination
    2020-11-18
  • S63 Uniform Securities Agent State Law Examination
    2020-07-27
Designations
Other Names
  • Gary Joseph Birdsall
  • Gary Joseph Birdsall

View on SEC IAPD

Other Firms

MONTZ HARCUS WEALTH MANAGEMENT
BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

More in New Orleans, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor