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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Pelican Wealth Management 2 years, 1 month Aug 2017 - Present
Summit Financial Wealth Advisors 1 year, 10 months Oct 2015 - Aug 2017
Fpl Asset Management LLC 3 years, 1 month Sep 2012 - Oct 2015
Fiduciary Investment Consultants, LLC 2 years, 6 months Sep 2012 - Mar 2015
Chase Investment Services Corp. 2 years, 6 months Mar 2010 - Sep 2012
United Planners Financial Services 1 year, 8 months Jul 2008 - Mar 2010
Stephenson Finanical Group Inc 1 year, 9 months Jun 2008 - Mar 2010
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Nicholas Creed Trappey?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 23, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Feb 23, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Pelican Wealth Management

Last updated on Feb. 22, 2019
    • $18.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 146
      Accounts
    • $128.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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