Lesley Harleaux
Lesley Harleaux is a registered investment advisor at Pelican Investment Advisors, LLC, based in Baton Rouge, LA, with 18 years of industry experience. Lesley 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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lesley is an investment advisor representative (IAR) with Pelican Investment Advisors, spending about a quarter of her time there. She also sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. Finally, Lesley owns residential rental properties, spending minimal time on this activity.
Employment History
Current Registrations
Pelican Investment Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
First Heartland Capital, INC.Broker
Cetera Advisors LLCBroker
Oneamerica Securities, INC.Broker
Quest Capital Strategies, INC.Broker
Primerica Advisors
PFS Investments 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.