Zachary
Addison
Hancock Whitney Investment Services Inc
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About this Advisor
Zachary Addison is a financial advisor operating in New Orleans, Louisiana with 3 years of relevant experience. Addison is currently employed by Hancock Whitney Investment Services Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Iberiabank, Hancock Whitney Bank, Bank Of America, N.A and Hancock Whitney Investment Services, Inc. Addison maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Louisiana. Hancock Whitney Investment Services Inc is an advisory firm operating out of New Orleans, LA. The firm has offices in three locations and a total of 45 people on staff. It handles $235 million in total assets among its 1,274 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The company has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types 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
Zachary Addison Work History
Zachary has been registered as a financial advisor for 3 years.*
Hancock Whitney Bank
Hancock Whitney Investment Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Iberiabank
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 Zachary Addison 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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