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Sean Davis is a registered investment advisor, based in Baton Rouge, LA, with 21 years of industry experience.
Location
10307 Jefferson Highway, Suite A, Baton Rouge, LA, 70809
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Regulatory History (1)
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Customer Dispute
August 2008Denied
Other Business ActivitiesSells Insurance
Sean is a partner and IAR at Pelican Investment Advisors, LLC (DBA Louisiana Business Resource Group, LLC) and a member of Davis Wealth Management. He also has several other business activities, including real estate management, tax consulting, an insurance agency, a non-profit, a condo association, and a social club.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2021 - Present · 4 yrs 10 mos
Pelican Investment Advisors, LLC
May 2021 - Present · 4 yrs 11 mos
Previous Registrations
Level Four Advisory Services
August 2017 - May 2021 · 3 yrs 9 mos
LPL Financial LLCBroker
July 2017 - June 2021 · 3 yrs 11 mos
Oneamerica Securities, INC.
May 2009 - July 2017 · 8 yrs 2 mos
Oneamerica Securities, INC.Broker
May 2009 - July 2017 · 8 yrs 2 mos
Metlife Securities INC.
November 2004 - March 2009 · 4 yrs 4 mos
Metlife Securities INC.Broker
October 2004 - March 2009 · 4 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
October 2004 - July 2007 · 2 yrs 9 mos
State Registrations1 state
LA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.