Nicholas Trappey (CRD# 5538539) is an Investment Advisor Representative working at Pelican Wealth Management in Monroe, LA and has over 14 years of experience in the finance industry. Nicholas Trappey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2761038
Edward Jones
CRD# 4128449
Argent Advisors, Inc.
CRD# 6466856
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pelican Wealth Management | Monroe, LA | Aug 2017 - Current | 6 |
| Summit Financial Wealth Advisors | Lafayette, LA | Oct 2015 - Aug 2017 | 1 |
| Fpl Asset Management LLC | Monroe, LA | Sep 2012 - Oct 2015 | 3 |
| Fiduciary Investment Consultants, LLC | Monroe, LA | Sep 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- LA
- TX
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts254ACCOUNTS
-
Average Account Value$156,606
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
LA, TX
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