Lesley Paul Harleaux
Investment adviser representative at Pelican Investment Advisors, LLC
16 yearsExperience
1 stateRegistered in
$128.5MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Pelican Investment Advisors, LLCOct 2021 to now
- Elite Advisory Group, LLCJul 2017 to now
- Incisive Holdings LLCJan 2010 to now
- Purshe Kaplan Sterling InvestmentsOct 2021 to Dec 2022
- First Heartland Capital IncJan 2020 to Sep 2021
- Cetera AdvisorsAug 2017 to Dec 2019
- Oneamerica SecuritiesAug 2017 to Aug 2018
- American United LifeJul 2017 to Aug 2018
- Quest Capital Strategies, Inc.May 2012 to Aug 2017
- Transamerica Agency NetworkNov 2011 to Aug 2017
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (LA).
Pelican Investment Advisors, LLC
$128.5MAssets managed
270Clients
12Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4941962
- Firm CRD
- 313227