Lesley Harleaux (CRD# 4941962) is an Investment Advisor Representative working at Pelican Investment Advisors, LLC in Baton Rouge, LA and has 1 year of experience in the finance industry.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pelican Investment Advisors | Baton Rouge, LA | Oct 2021 - Current | 2 |
| Elite Advisory Group, LLC | Denham Springs, LA | Jul 2017 - Current | 6 |
| Incisive Holdings LLC | Denham Springs, LA | Jan 2010 - Current | 14 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2021 - Dec 2022 | 1 |
| First Heartland Capital Inc. | Lake St Louis, MO | Jan 2020 - Sep 2021 | 1 |
| Cetera Advisors | Denver, CO | Aug 2017 - Dec 2019 | 2 |
| Oneamerica Securities | Baton Rouge, LA | Aug 2017 - Aug 2018 | 1 |
| American United Life | Baton Rouge, LA | Jul 2017 - Aug 2018 | 1 |
| Quest Capital Strategies, Inc. | Lake Forest, CA | May 2012 - Aug 2017 | 5 |
| Transamerica Agency Network | Denham Springs, LA | Nov 2011 - Aug 2017 | 5 |
- LA
-
Total Assets Under Management63MILLIONS
-
Total Number of Accounts293ACCOUNTS
-
Average Account Value$216,382
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, TX
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