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Russell C. Taylor
PELICAN INVESTMENT ADVISORS
BATON ROUGE, LA 70809
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CRD#: 7626612
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Professional summary
Russell Clay Taylor is a registered financial advisor currently at PELICAN INVESTMENT ADVISORS, LLC located in Baton Rouge, Louisiana.
Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Russell has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
Taylor & Matthews, CPAs APAC Non-investment related 42431 Pelican Prof Pk, Ste A Hammond, LA 70403 Public Accounting Firm Director 9/27/2007 160 hrs/mth 98% during trading hours Tax Partner, Planning/Consulting R Squared Properties LLC Non-investment related 42431 Pelican Prof Pk, Ste A Hammond, LA 70403 Commercial Real Estate Member 7/13/2013 1 hr/mth No time devoted during trading hours No duties Bei Tempi LLC Non-investment related 20323 Patricia St Springfield, LA 70462 Real Estate Investment/Holding Member 8/15/2014 0 hrs/mth 0 hrs during trading hours No duties GSTAG LLC Non-investment related 20323 Patricia St Springfield, LA 70462 Business Consulting President 7/1/2015 20 hrs/mth No hours during trading hours Consultant Oak Valley Plantation LLC Non-investment related 1120 Hwy 547 Port Gibson, MS 39150 Real Estate Investment/Timber Member 8/18/2017 0 hrs/mth No hours during trading hours No duties Oak Valley Farms LLC Non-investment related 1120 Hwy 547 Port Gibson, MS 39150 Conservation Member 1/29/2020 0 hrs/mth No hours during trading hours No duties
CRS (Client Relationship Summary) - RIA
Click below to view Russell Clay Taylor's 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®
NoneExperience
Current
October 28, 2022 - Present
PELICAN INVESTMENT ADVISORS, LLC
Office #1: 10307 Jefferson Highway Suite A, Baton Rouge, LA 70809RIA
CRD#: 313227
BATON ROUGE, LA
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(10/28/2022)
Exams
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 211 |
| AUM (Assets Under Management) | $ 72,510,000 |
Red Flags
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Company Information
PELICAN INVESTMENT ADVISORS, LLC
CRD#: 313227Baton Rouge, LA 70809TRUST BUT VERIFY
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