Bret Boudreaux has been an investment adviser representative at Pelican Investment Advisors since December 2025, and is not listed among the firm’s executive officers or direct owners.
Pelican Investment Advisors, LLC is a Baton Rouge, LA firm with $129M under management, 270 clients and 10 advisers across 5 offices, as of its June 2026 filing.
Bret Boudreaux’s longest registration was 2 years at LPL Financial LLC (2009–2011). Before joining Pelican Investment Advisors in 2025, Bret Boudreaux was registered through Cetera Investment Advisers LLC and Royal Alliance Associates, Inc.
- – present · under a yearBaton Rouge, LA · Adviser representative · Firm CRD 313227
- Cetera Investment Advisers LLC– · 1 yearPrairieville, LA · Adviser representative · Firm CRD 105644
- Cetera Investment Advisers LLC– · 1 yearMetairie, LA · Adviser representative · Firm CRD 105644
- Royal Alliance Associates, Inc.– · under a yearLafayette, LA · Adviser representative · Firm CRD 23131
- Hancock Investment Services, Inc.– · under a yearBaton Rouge, LA · Adviser representative · Firm CRD 40637
- Oneamerica Securities, Inc.– · 1 yearBaton Rouge, LA · Adviser representative · Firm CRD 4173
- LPL Financial LLC– · 2 yearsBaton Rouge, LA · Adviser representative · Firm CRD 6413
- Chase Investment Services Corp.– · 2 yearsBaton Rouge, LA · Adviser representative · Firm CRD 25574
Investment adviser representative registrations
Bret Boudreaux is registered as an investment adviser representative in Louisiana, since December 2025.
- LouisianaSince 23 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 September 2024 |
| Series 7TO | General Securities Representative Examination | 5 June 2024 |
| SIE | Securities Industry Essentials Examination | 30 April 2024 |
| Series 7 | General Securities Representative Examination | 28 June 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 December 1999 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Bret Patrick Boudreaux
- CRD
- 4043639
- Firm
- Pelican Investment Advisors · CRD 313227
- Office
- 10307 JEFFERSON HIGHWAY, SUITE A, Baton Rouge, LA 70809
- Registration
- Investment adviser registration
- In the industry since
- May 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Bret Boudreaux work?
Bret Boudreaux is an investment adviser representative registered through Pelican Investment Advisors, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Bret Boudreaux a financial advisor?
Yes. Bret Boudreaux has a current investment-adviser registration in Louisiana, through Pelican Investment Advisors since December 2025.
How many years of experience does Bret Boudreaux have?
Bret Boudreaux has 14 years in the financial industry, since May 2012, across 7 adviser firms.
What exams has Bret Boudreaux passed?
Bret Boudreaux has passed 5 licensing exams: the Series 6, Series 7, SIE, Series 7TO and Series 66. The earliest, the Series 6, was passed in December 1999.
Where did Bret Boudreaux work before Pelican Investment Advisors?
Before Pelican Investment Advisors, Bret Boudreaux was registered through Cetera Investment Advisers LLC, October 2024 to December 2025; Cetera Investment Advisers LLC, May 2015 to July 2016; Royal Alliance Associates, Inc., August 2013 to February 2014; Hancock Investment Services, Inc., July 2013 to August 2013; Oneamerica Securities, Inc., December 2011 to August 2013; LPL Financial LLC, June 2009 to December 2011; Chase Investment Services Corp., October 2006 to April 2009.
Where is Bret Boudreaux based?
Bret Boudreaux’s registered office is in Baton Rouge, LA.
Is Bret Boudreaux registered with FINRA?
No. Bret Boudreaux has no current broker registration.
How can I verify Bret Boudreaux’s record?
Search CRD 4043639 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bret Boudreaux’s full registration record.
