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Kevin Richardson

Pelican Investment Advisors, LLC
16 Years of Experience
Baton Rouge, LA
May Earn CommissionSells Insurance
View SEC Summary
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Kevin Richardson is a registered investment advisor at Pelican Investment Advisors, LLC, based in Baton Rouge, LA, with 16 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.

Pelican Investment Advisors, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
270 clients
Average Client Portfolio
$476K average
Assets Under Management
$128.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10307 Jefferson Highway, Suite A, Baton Rouge, LA, 70809

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kevin is an IAR/Owner of Pelican Investment Advisory and an agent for fixed insurance products, dedicating about 10-20% of his time and nearly full-time, respectively. He is also the owner/president of KBR Financial, Inc., a S Corp, and a partner at Pelican Advisory Group, spending about a quarter of his time there.

Employment History
Current Registrations
Pelican Investment Advisors, LLC
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2021 - February 2023 · 1 yr 4 mos
Cetera Advisors LLC
July 2018 - November 2019 · 1 yr 4 mos
Cetera Advisors LLCBroker
July 2018 - November 2019 · 1 yr 4 mos
Oneamerica Securities, INC.
June 2017 - July 2018 · 1 yr 1 mo
Oneamerica Securities, INC.Broker
June 2016 - July 2018 · 2 yrs 1 mo
Oneamerica Securities, INC.
October 2007 - June 2014 · 6 yrs 8 mos
Oneamerica Securities, INC.Broker
March 2006 - June 2014 · 8 yrs 3 mos
State Registrations1 state
LA
Advisor

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
No exam information available for this advisor.
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