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 8 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.

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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


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

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