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.