Nicholas Trappey, financial advisor Monroe LA
96 score

Nicholas Trappey

CRD Number: 5538539
Current Firm: Pelican Wealth Management

Nicholas Trappey (CRD# 5538539) is an Investment Advisor Representative working at Pelican Wealth Management in Monroe, LA and has over 9 years of experience in the finance industry. Nicholas Trappey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Michael Antley, financial advisor Monroe LA
Michael V. Antley
CRD# 4128449
Argent Advisors, Inc.
Similar Advisors
Caroline Boggs, financial advisor Monroe LA
Caroline C. Boggs
CRD# 871218
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Michael Fulco, financial advisor Monroe LA
Michael J. Fulco
CRD# 832705
Eagle Strategies LLC
Professional Designations
Company Name Location Dates Years
Pelican Wealth Management Monroe, LA Aug 2017 - Current < 1
Summit Financial Wealth Advisors Lafayette, LA Oct 2015 - Aug 2017 1
Fpl Asset Management LLC Monroe, LA Sep 2012 - Oct 2015 3
Fiduciary Investment Consultants, LLC Monroe, LA Sep 2012 - Mar 2015 2
Chase Investment Services Corp. Monroe, LA Mar 2010 - Sep 2012 2
United Planners Financial Services Scottsdale, AZ Jul 2008 - Mar 2010 1
Stephenson Finanical Group Inc. Bres, LA Jun 2008 - Mar 2010 1
Centurytel Monroe, LA Jun 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Nicholas C. Trappey
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


Ready to hire a financial advisor? Get competitive proposals from Nicholas Trappey and other advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.