A complete list of active advisors currently associated with Pelican Investment Advisors, LLC

Warmer can help you find a great advisor at Pelican Investment Advisors, LLC or one who fits your needs even better.

Pelican Investment Advisors provides investment management and financial planning to individuals, high net worth individuals, retirement plans and businesses. The firm offers discretionary and non‑discretionary managed accounts, written investment strategies, and a quarterly subscription retainer program, and the brochure states there is no minimum account size. PIA tailors advice to clients’ objectives, time horizons and risk tolerances and uses a mix of strategies — including asset allocation, dollar‑cost averaging, technical analysis and both long‑ and short‑term purchases — while emphasizing taking market risk that is expected to be compensated and limiting uncompensated idiosyncratic risk. The firm also warns that its strategies may have significant tax implications and recommends ongoing consultation with tax professionals. What is noteworthy compared with many peers is the range of affiliated and ancillary activities disclosed: owners and representatives may also act as registered representatives, licensed insurance agents, or as accountants/tax specialists, and the brochure states that up to 30% of representatives’ time may be devoted to commissionable activities; the firm also discloses a revenue‑sharing relationship with another RIA. PIA further offers a subscription retainer option and recommends specific custodial relationships (for example, Charles Schwab) as part of its operational model, which can make its mix of advisory, insurance and tax‑adjacent services more integrated than typical team firms.

To learn more about the advisors currently working at Pelican Investment Advisors, 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.

You can also browse Pelican Investment Advisors, LLC's office locations.

Name	Location	Years of experience
Bret Boudreaux	Baton Rouge, LA	14
Alan Comer	Baton Rouge, LA	20
Kathryn Davis	Baton Rouge, LA	19
Sean Davis	Baton Rouge, LA	21
Philip Detlefs	Baton Rouge, LA	24
Lesley Harleaux Jr.	Baton Rouge, LA	19
Sean O Neill	Baton Rouge, LA	1
Kevin Richardson	Baton Rouge, LA	16
Randall Richardson	Baton Rouge, LA	32
Frances Robinson Bidwell	Albuquerque, NM	20
Russell Taylor	Baton Rouge, LA	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support