Advisor at Pelican Advisory LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pelican Advisory LLC
Location
Covington, LA 70433
Credentials
Series 66
Industry experience
2 years
Gabriel Martin is a financial advisor at Pelican Advisory LLC with a Series 66 designation and two years of industry experience. He has previously worked at LPL Financial LLC and Pelican Family Office, LLC. Outside of his advisory role, he works as a professional tennis instructor. Pelican Advisory LLC provides discretionary investment management and financial planning primarily for families with at least $1 million in assets, as well as business owners, high-net-worth individuals, pension plans, and certain insurance company clients. The firm uses a team-led approach and customizes portfolios using a third-party risk tool, managing investments on a discretionary basis with a preference for ETFs to manage costs and tax impact.
Based on Pelican Advisory LLC
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001+: 0.80%
Commissions on sale of variable annuity products and insurance products by certain professionals who are registered representatives or licensed insurance agents; these commissions do not offset advisory fees.
Account minimum: $100,000 household minimum (can be waived in sole discretion of Pelican; households under $100,000 pay an additional 0.25%)
681 River Highland Blvd.
Covington, LA 70433
Louisiana · Mississippi
Pelican Family Office, LLC
2024 - Present (2 years)
LPL Financial
2023 - Present (3 years)
Krispy Kreme
2023 - 2023 (1 year)
Belmont Abbey College
2022 - 2023 (1 year)
High Performance Tennis Academy
2022 - 2022 (1 year)
Belmont Abbey College
2021 - 2022 (1 year)
High Performance Tennis Academy
2021 - 2021 (1 year)
Belmont Abbey College
2020 - 2021 (1 year)
Waiter
2020 - 2020 (1 year)
Belmont Abbey College
2019 - 2020 (1 year)
Second Serve Tennis Center
2019 - 2019 (1 year)
Fontainbleau Highschool
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Texas Connections Academy
2017 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
Andorra Agora International School
2016 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
Sharyland Pioneer Highschool
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Pelican Advisory LLC
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