Bret Boudreaux
Bret Boudreaux is a registered investment advisor at Pelican Investment Advisors, LLC, based in Baton Rouge, LA, with 14 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 270 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees are a maximum of 2.00% and are charged quarterly in arrears based primarily on asset size and complexity. Fees are negotiable and may be lower or waived in individual cases.
Fee Estimator
Location
10307 Jefferson Highway, Suite A, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bret sells fixed insurance products with various companies, dedicating a few hours per week to this investment-related activity. He also works as a producing branch manager for Team225 First Option Mortgage, spending about 10-20% of his time recommending mortgage solutions and managing staff.
Employment History
Current Registrations
Pelican Investment Advisors, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Hancock Investment Services, INC.
Hancock Investment Services, INC.Broker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Oneamerica Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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