David
Lundgren
Hancock Whitney Investment Services Inc
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About this Advisor
David Lundgren is a chartered financial analyst based in New Orleans, Louisiana with 1 year of industry experience. Lundgren works at Hancock Whitney Investment Services Inc. The advisor has gained experience at Hancock Investment Services, Inc and Hancock Whitney Bank. Lundgren can serve investors in Mississippi. Hancock Whitney Investment Services Inc is a registered investment business that has its headquarters in New Orleans, LA. The firm has offices in three locations and a total of 45 employees. It handles $235 million in assets under management across its 1,274 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Hancock Whitney Investment Services Inc provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees largely are based on which service is provided. Fees charged by Hancock Whitney Investment Services Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hancock Whitney Investment Services Inc Brokerage Details
$235,159,048
45
1,274
$184,583
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Lundgren Work History
David has been registered as a financial advisor for 1 years.*
Hancock Investment Services, Inc
Hancock Whitney Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Lundgren to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hancock Whitney Investment Services Inc
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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