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Sean E Davis

PELICAN INVESTMENT ADVISORS, LLC·BATON ROUGE, Louisiana
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4750 SHERWOOD COMMON BLVD, BATON ROUGE, LA 70816CRD# 4840930Firm CRD# 313227
01

About

Sean E Davis is a registered financial advisor based in BATON ROUGE, Louisiana, affiliated with PELICAN INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PELICAN INVESTMENT ADVISORS, LLC
PELICAN INVESTMENT ADVISORS, LLC
AUM
$46M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PELICAN INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4840930
Firm CRD# 313227
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sean E Davis offer?
Sean E Davis specializes in Financial Planning, Investment Management. Contact their office in BATON ROUGE, Louisiana for a consultation.
What are Sean E Davis's credentials?
Sean E Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sean E Davis located?
Sean E 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 Sean E Davis charge for services?
Sean E 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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Other Advisors at PELICAN INVESTMENT ADVISORS, LLC

Kathryn V Davis
BATON ROUGE, LA
Kevin Bernard Richardson
BATON ROUGE, LA
Michelle Richardson Owens
BATON ROUGE, LA
Randall Bernard Richardson
BATON ROUGE, LA

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Research
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