The Pelican Financial Group logo

The Pelican Financial Group Employee Directory

Financial ServicesTennessee, United States2-10 Employees

The Pelican Financial Group operates in the financial services sector, providing advisory and investment representation through its division in Kingsport, Tennessee, and representative offices in Guilford, CT; New Windsor, NY; and Nashville, TN. The firm positions itself as a multi-faceted financial services provider offering wealth management and investment advisory services, with a connection to tax solutions based in Kingsport. Its structure includes securities and investment advisory services conducted through NEXT Financial Group, Inc., a registered broker-dealer and investment adviser, while noting that The Pelican Financial Group is not an affiliate of NEXT Financial Group. Based in Kingsport, the company has roots dating back to 1986, and operates under a model that combines personal wealth management with tax-related offerings in its local market and surrounding regions.

Find The Pelican Financial Group employees' phone numbers or email addresses

The Pelican Financial Group Global Highlights

Location
Employees

North America
9

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  • United States Of America
    8
  • Canada
    1

The Pelican Financial Group's Leadership

  • Ceo at The Pelican Financial Group
    P. B. S.
    Ceo
  • Ceo at The Pelican Financial Group
    W. S.
    Ceo
  • Owner at The Pelican Financial Group
    F. R.
    Owner
  • Chairman at The Pelican Financial Group
    C. T.
    Chairman
  • Owner at The Pelican Financial Group
    G.
    Owner
  • Employee at The Pelican Financial Group
    W. S.

The Pelican Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Other

Contact profiles from The Pelican Financial Group

Name
Title
Contact
Location
Last Update
  • Owner at The Pelican Financial Group
    F. R.
    Owner
    United States, Florida
    Jun 24, 2026
  • Ceo at The Pelican Financial Group
    P. B. S.
    Ceo
    United States, Tennessee
    Jun 25, 2026
  • Chairman at The Pelican Financial Group
    C. T.
    Chairman
    UNITED STATES
    Mar 08, 2023
  • Owner at The Pelican Financial Group
    G.
    Owner
    UNITED STATES
    Mar 08, 2023
  • Ceo at The Pelican Financial Group
    W. S.
    Ceo
    UNITED STATES
    Mar 08, 2023
  • Employee at The Pelican Financial Group
    W. S.
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is The Pelican Financial Group known for?

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The Pelican Financial Group was founded in 1986 and operates in the Financial Services industry. You can contact The Pelican Financial Group's main corporate office by phone at . Explore The Pelican Financial Group's company overview page for more information.

How many employees does The Pelican Financial Group have currently?

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The Pelican Financial Group has approximately 2 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are The Pelican Financial Group's key employees and leadership?

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As of September 2026, The Pelican Financial Group's key employees include:

  • Ceo: P. B. S.
  • Ceo: W. S.
  • Owner: F. R.
  • Chairman: C. T.
  • Owner: G.

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