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Kevin Bernard Richardson

Pelican Investment Advisors, LLC

Baton Rouge, LA

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Current Employers
Pelican Investment Advisors, Llc

10307 Jefferson Highway Suite A, Baton Rouge, LA 70809 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-06-22
  • LA RA
    APPROVED
    Since 2021-06-22

Branch Locations

10307 Jefferson Highway Suite A, Baton Rouge, LA 70809 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American United Life Baton Rouge LA 08/2004 07/2018
Oneamerica Securities Baton Rouge LA 05/2016 07/2018
Cetera Advisors Denver CO 07/2018 11/2019
Pelican Advisory Group Baton Rouge LA 01/2005 Present
Pelican Investment Advisors, Llc Baton Rouge LA 04/2021 Present
Purshe Kaplan Sterling Investments Albany NY 10/2021 12/2022
  • 08/2004 → 07/2018
    American United Life
    Baton Rouge, LA
  • 05/2016 → 07/2018
    Oneamerica Securities
    Baton Rouge, LA
  • 07/2018 → 11/2019
    Cetera Advisors
    Denver, CO
  • 01/2005 → Present
    Pelican Advisory Group
    Baton Rouge, LA
  • 04/2021 → Present
    Baton Rouge, LA
  • 10/2021 → 12/2022
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Other Businesses

1) Pelican Investment Advisory - Investment Related - 4750 Sherwood Common Ste 200, Baton Rouge LA, 70816 - RIA - IAR/Owner - 4/2021 - 20 hours/20 trading hours a month - IAR_____ 2) Fixed Insurance - Investment Related - 4750 Sherwood Common Ste 200, Baton Rouge LA 70816 - Fixed Insurance - Agent - 8/2004- 120 hours/120 trading hours a month - Agent for Fixed Insurance Products_____ 3) KBR Financial, Inc - Not Investment Related - 19984 Fieldstone Drive, Denham Springs, LA 70726 - S Corp - owner/President - 02/2010 - 0hours/0 trading hours a month - KBR pays pays me a salary, it was set up as an S Corp for tax reasons. 4) PELICAN ADVISORY GROUP, INVESTMENT RELATED, BATON ROUGE, LA, FINANCIAL SERVICES, STARTED 01/2005, PARTNER APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 5) PELICAN FINANCIAL NETWORK, NOT INVESTMENT RELATED, BATON ROUGE, LA, FINANCIAL SERVICES, STARTED 04/2018, BROKERAGE MANAGER, LESS THAN ONE HOUR PER WEEK, NOT TRADING HOURS BRIEF DESCRIPTION OF DUTIES: PASS THROUGH CORPORATION

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