Unclaimed Profile

Kathryn V Davis

PELICAN INVESTMENT ADVISORS, LLC·BATON ROUGE, Louisiana

Series 7, Series 31, Series 66Clean record19 years registeredPELICAN INVESTMENT ADVISORS, LLC

4750 SHERWOOD COMMON BLVD, BATON ROUGE, LA 70816CRD# 5120392Firm CRD# 313227

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kathryn V Davis · BATON ROUGE, LA

Registration

CRD #5120392 · PELICAN INVESTMENT ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

PELICAN INVESTMENT ADVISORS, LLC

May 2021 – present

KASSOUF WEALTH ADVISORS, LLC

Aug 2008 – May 2021

BIRMINGHAM, AL

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jul 2008

BIRMINGHAM, AL

MORGAN STANLEY

Mar 2007 – Apr 2007

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · March 23, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PELICAN INVESTMENT ADVISORS, LLC

CRD 313227 · SEC 801-120649

AUM

$46M

Regulatory assets under management

Employees

154 client accounts

Services offered by PELICAN INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PELICAN INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kathryn V Davis offer?

Kathryn V Davis specializes in Financial Planning, Investment Management. Contact their office in BATON ROUGE, Louisiana for a consultation.

What are Kathryn V Davis's credentials?

Kathryn V Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathryn V Davis located?

Kathryn V Davis is based in BATON ROUGE, Louisiana, working with PELICAN INVESTMENT ADVISORS, LLC. Their office serves clients in the BATON ROUGE metropolitan area and surrounding communities.

How does Kathryn V Davis charge for services?

Kathryn V Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PELICAN INVESTMENT ADVISORS, LLC?

PELICAN INVESTMENT ADVISORS, LLC has approximately 8 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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