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.
Name |
Location |
Years of experience |
|---|---|---|
Baton Rouge, LA
| 13
| |
Baton Rouge, LA
| 20
| |
Baton Rouge, LA
| —
| |
Baton Rouge, LA
| 19
| |
Baton Rouge, LA
| 1
| |
Amarillo, TX
| 0
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")