Randall Richardson
Randall Richardson is a registered investment advisor at Pelican Investment Advisors, LLC, based in Baton Rouge, LA, with 31 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 211 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees are a maximum of 2.00%. Fees are negotiable.
Fee Estimator
Location
10307 Jefferson Highway, Suite A, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Randall is a financial advisor and owner of Pelican Investment Advisors, dedicating about a quarter of his time to it. He also has ownership or management roles in several other businesses, including insurance-related ventures, real estate, timber management, and a fishing camp holding company; some of these roles require significant time commitments.
Employment History
Current Registrations
Pelican Investment Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
First Heartland Consultants, INC.
Cetera Advisors LLC
Cetera Advisors LLCBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
Ameritas Investment CORP.Broker
Fortis Investors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.