Frances A Robinson-Bidwell

Employer firm

Pelican Investment Advisors, LLC CRD 313227

$129M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 07/2023
  Morgan Stanley/Ms Private Bank Na
  Santa Fe, NM
• 07/2023 → 06/2026
  Level Four Financial, Llc
  Dallas, TX
• 07/2023 → 06/2026
  Level Four Advisory Services, Llc
  Dallas, TX
• 06/2026 → Present
  Pelican Investment Advisors, Llc
  Baton Rouge, LA

Previous Registrations

• 2023-07-14 → 2026-06-24
  Level Four Advisory Services
  Albuquerque, NM
  Dallas, TX
• 2013-04-22 → 2023-07-18
  Morgan Stanley
  Santa Fe, NM
  Albuquerque, NM
• 2008-01-01 → 2013-04-18
  Wells Fargo Clearing Services, Llc
  Santa Fe, NM
  Santa Fe, NM
• 2006-12-08 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Santa Fe, NM
  Santa Fe, NM
  St. Louis, MO

Other Businesses

STARTED 10/2009 - WOMENS BOARD OF THE MUSEUM OF NEW MEXICO, NON-PROFIT, NOT INVESTMENT RELATED, ENDOWMENT COMMITTEE CHAIR, SPEND APPROXIMATELY 1 HOUR PER MONTH AFTER TRADING HOURS TO THIS ACTIVITY

Exams

• S66 Uniform Combined State Law Examination
  2006-10-06

Other Names

• Frances Ann Griswold