A complete list of active advisors currently associated with Pelican Advisory LLC
Warmer can help you find a great advisor at Pelican Advisory LLC or one who fits your needs even better.
Pelican Advisory is a small, family-oriented registered investment advisor that primarily works with families with at least $1 million in assets; it also advises business owners, high-net-worth individuals, and pension plans. The firm provides ongoing comprehensive financial planning, discretionary portfolio management, and implementation coordination with outside professionals to execute estate, tax, and insurance-related tasks. The firm emphasizes an active, hands-on planning role as a “team leader,” building client-by-client investment portfolios guided by a third‑party risk tool (Riskalyze) and generally favoring ETFs to lower costs and tax impact while retaining the ability to use mutual funds, annuities, structured notes, and non‑traded securities as appropriate. Pelican commonly manages accounts on a discretionary basis, uses certain LPL advisory programs when applicable, and handles transitions of legacy securities including efforts to move clients into lower‑cost share classes when tax considerations allow. Noteworthy distinctions include the firm’s affiliated entities and insurance capabilities: several professionals are separately licensed as independent insurance agents, and affiliated firms provide insurance implementation and tax‑planning access, which expands implementation services but also creates potential conflicts through commissions or revenue‑sharing. As a relatively new, three‑advisor firm managing about $119 million, Pelican also discloses a pending customer arbitration matter in regulatory filings, a disclosure that is less common among peers and may be relevant to prospective clients.
To learn more about the advisors currently working at Pelican Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Covington, LA
| 8
| |
Covington, LA
| 22
| |
Covington, LA
| 2
|
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