Seth Richardson (CRD# 4635329) is an Investment Advisor Representative working at Pelican Investment Advisors, LLC in Baton Rouge, LA and has over 21 years 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 Advisory Group, Inc. | Baton Rouge, LA | Jan 2017 - Current | 7 |
Cetera Advisors | Denver, CO | Jul 2018 - Dec 2018 | < 1 |
Oneamerica Securities | Baton Rouge, LA | Sep 2017 - Jul 2018 | < 1 |
American United Life | Baton Rouge, LA | Jan 2017 - Jul 2018 | 1 |
The Legacy Group, LLC | Gonzalez, LA | Nov 2006 - Jan 2017 | 10 |
Eagle Strategies LLC | Baton Rouge, LA | Jul 2006 - Jan 2017 | 10 |
Nylife Securities, LLC | Baton Rouge, LA | Feb 2003 - Jan 2017 | 13 |
New York Life Insurance Company | Baton Rouge, LA | Jan 2003 - Jan 2017 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2003 |
S65 | NASAA Investment Advisors Law Examination | Jul 2004 |
- LA
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts163ACCOUNTS
-
Average Account Value$296,933
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.