Kevin Richardson
Kevin Richardson is a registered investment advisor at Pelican Investment Advisors, LLC, based in Baton Rouge, LA, with 16 years of industry experience. Kevin 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
Kevin is an IAR/Owner of Pelican Investment Advisory and an agent for fixed insurance products, dedicating about 10-20% of his time and nearly full-time, respectively. He is also the owner/president of KBR Financial, Inc., a S Corp, and a partner at Pelican Advisory Group, spending about a quarter of his time there.
Employment History
Current Registrations
Pelican Investment Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Oneamerica Securities, 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.