Pelican Wealth Advisors- Financial Advisor Bonita Springs, FL

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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

CRD#

5798370

Firm CRD#

153972

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compliance

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

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$250K+

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893354/paladinregistry-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/

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Pelican Wealth Advisors