Lorenzo Treadway, financial advisor Monroe LA
90 score

Lorenzo Treadway

CRD Number: 6078291
Current Firm: Pelican Wealth Management

Lorenzo Treadway (CRD# 6078291) is an Investment Advisor Representative working at Pelican Wealth Management in Monroe, LA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pelican Wealth Management Monroe, LA Aug 2017 - Current < 1
J.p. Morgan Securities LLC Monroe, LA Oct 2012 - Aug 2017 4
Jpmorgan Chase Bank Monroe, LA Oct 2011 - Aug 2017 5
Chase Investment Services Corp Monroe, LA May 2012 - Oct 2012 < 1
Unemployed Monroe, LA May 2011 - Sep 2011 < 1
At&t Lewisville, TX Oct 2010 - May 2011 < 1
At&t Monroe, LA Nov 2009 - Oct 2010 < 1
Bancorpsouth Monroe, LA May 2008 - Aug 2009 1
La. Tech University Ruston, LA Sep 2003 - Sep 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Lorenzo C. Treadway
Phone Number: 318-600-3010
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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