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BB

Bret P. Boudreaux

PELICAN INVESTMENT ADVISORS
BATON ROUGE, LA 70809
Some features on this profile are disabled
CRD#: 4043639
BB
Bret Patrick BoudreauxPELICAN INVESTMENT ADVISORS

Professional summary

Bret Patrick Boudreaux is a registered financial advisor currently at PELICAN INVESTMENT ADVISORS, LLC located in Baton Rouge, Louisiana.

Bret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Bret has worked at 12 firms and has passed the Series 66, Series 7TO, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

0

CRS (Client Relationship Summary) - RIA

Click below to view Bret Patrick Boudreaux's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 23, 2025 - Present

PELICAN INVESTMENT ADVISORS, LLC

Office #1: 10307 Jefferson Highway Suite A, Baton Rouge, LA 70809
RIA
CRD#: 313227
BATON ROUGE, LA
Past

October 30, 2024 - December 15, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
PRAIRIEVILLE, LA
Past

June 6, 2024 - December 15, 2025

CETERA ADVISORS LLC

BD
CRD#: 10299
PRAIRIEVILLE, LA
Past

May 26, 2015 - July 11, 2016

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
METAIRIE, LA
Past

May 19, 2015 - July 11, 2016

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
METAIRIE, LA
Past

August 28, 2013 - February 28, 2014

OSAIC WEALTH, INC.

RIA
CRD#: 23131
LAFAYETTE, LA
Past

August 27, 2013 - February 28, 2014

OSAIC WEALTH, INC.

BD
CRD#: 23131
LAFAYETTE, LA
Past

July 26, 2013 - August 29, 2013

HANCOCK WHITNEY INVESTMENT SERVICES INC.

RIA
CRD#: 40637
BATON ROUGE, LA
Past

July 26, 2013 - August 29, 2013

HANCOCK WHITNEY INVESTMENT SERVICES INC.

BD
CRD#: 40637
BATON ROUGE, LA
Past

December 19, 2011 - August 23, 2013

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
BATON ROUGE, LA
Past

December 19, 2011 - August 23, 2013

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
BATON ROUGE, LA
Past

June 2, 2009 - December 21, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
BATON ROUGE, LA
Past

June 2, 2009 - December 21, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
BATON ROUGE, LA
Past

October 13, 2006 - April 6, 2009

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
BATON ROUGE, LA
Past

July 6, 2005 - April 6, 2009

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
BATON ROUGE, LA
Past

October 26, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

March 12, 2003 - July 16, 2003

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
INDIANAPOLIS, IN
Past

October 15, 2002 - February 28, 2003

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

October 15, 2002 - February 28, 2003

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

December 7, 1999 - December 14, 2000

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

December 7, 1999 - December 14, 2000

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Louisiana
(12/23/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/25/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/5/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/30/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/28/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/3/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PI
PELICAN INVESTMENT ADVISORS, LLC
PELICAN INVESTMENT ADVISORS, LLC

CRD#: 313227 / SEC#: 801-120649

RIA
Registered Investment Advisory firm - (7/27/2022 Terminated)
Louisiana
Registered Investment Advisory firm - (7/26/2022 Approved)
Texas
Registered Investment Advisory firm - (7/11/2023 Conditional Restricted)
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Contact information

Main Address
10307 Jefferson Highway Suite A, Baton Rouge, LA 70809
Mailing Address
Phone number
(225) 293-9283
Established
Firm type
Fiscal year end
# of Employees
9

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts211
AUM (Assets Under Management)$ 72,510,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PELICAN INVESTMENT ADVISORS, LLC

CRD#: 313227Baton Rouge, LA 70809

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