Pelican Wealth Advisors
27499 Riverview Center Blvd. Unit #126
Bonita Springs, FL 34134
2392873146
About Pelican Wealth Advisors
At Pelican Wealth, we understand that planning for your financial future is a significant task, and getting a second opinion can bring valuable insights. Our seasoned team of financial advisors is dedicated to providing you with objective and comprehensive evaluations of your current financial plan. We bring a fresh perspective, fortified by our extensive industry experience and keen understanding of financial markets and investment strategies. Dont leave your financial future to chance a second opinion could make all the difference. We encourage you to reach out to us today!
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General Information
Firm Start Year
CRD#
5798370
Firm CRD#
153972
States Licensed in
FL
Years of Experience in Financial Services
17
Number of Years with Current Firm
17
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Insurance and Annuity Licenses
Long Term Care, Variable Life, Variable Annuity, Life, Health, Annuity
Firm Information
Advisor's Number of Clients
250
Advisor's Number of Managed Clients
250
Compensation and Fees
Minimum Portfolio Size for New Managed Accounts
$250K+
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1893354/rothira-Pelican-Wealth-Advisors-detailed-disclosure.html
Disclaimer
Pelican Wealth Advisors, LLC ("Pelican") is a Registered Investment Advisor ("RIA"), with the State of Florida. Pelican provides investment advisory and related services for clients in the State of Florida and other states. Pelican maintains all applicable registration and licenses as required by the various states in which Pelican conducts business, as applicable. Pelican renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Check the background of your financial professionals on FINRA's BrokerCheck - http://brokercheck.finra.org/