Pelican Investment Advisors, LLC

Pelican Investment Advisors, LLC (CRD# 313227) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $63,400,000 in 293 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4750 Sherwood Common Blvd, Suite 200, Baton Rouge, LA 70816
https://piawealth.com
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    293
    ACCOUNTS
  • Average Account Value
    $216,382
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Pelican Investment Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Alan Comer, financial advisor Baton Rouge LA
Alan B. Comer
CRD#: 5024914
4750 Sherwood Common Boulevard, Suite 200, Baton Rouge, LA 70816

Alan Comer (CRD# 5024914) is an Investment Advisor Representative working at Pelican Investment Advisors, LLC in Baton Rouge, LA and has over 15 years of experience in the finance industry.

2
Kathryn Davis, financial advisor Baton Rouge LA
Kathryn V. Davis
CRD#: 5120392
4750 Sherwood Common Blvd, Suite 200, Baton Rouge, LA 70816

Kathryn Davis (CRD# 5120392) is an Investment Advisor Representative working at Pelican Investment Advisors, LLC in Baton Rouge, LA and has over 17 years of experience in the finance industry.

3
Sean Davis, financial advisor Baton Rouge LA
Sean E. Davis
CRD#: 4840930
4750 Sherwood Common Boulevard, Suite 200, Baton Rouge, LA 70816

Sean Davis (CRD# 4840930) 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.

4
Kevin Richardson, financial advisor Baton Rouge LA
Kevin B. Richardson
CRD#: 5038681
4750 Sherwood Common Blvd, Suite 200, Baton Rouge, LA 70816

Kevin Richardson (CRD# 5038681) 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.

5
Randall Richardson, financial advisor Baton Rouge LA
Randall B. Richardson
CRD#: 2340374
4750 Sherwood Common Blvd, Suite 200, Baton Rouge, LA 70816

Randall Richardson (CRD# 2340374) 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.

6
Seth Richardson, financial advisor Baton Rouge LA
Seth B. Richardson
CRD#: 4635329
4750 Sherwood Common Blvd, Suite 200, Baton Rouge, LA 70816

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.

7
Lesley Harleaux, financial advisor Baton Rouge LA
Lesley P. Harleaux
CRD#: 4941962
4750 Sherwood Common Blvd, Suite 200, Baton Rouge, LA 70816

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.

8
Russell Taylor, financial advisor Baton Rouge LA
Russell C. Taylor
CRD#: 7626612
4750 Sherwood Common Blvd., Ste. 200, Baton Rouge, LA 70816

Russell Taylor (CRD# 7626612) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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