Unclaimed Profile

David John Lundgren

HANCOCK WHITNEY BANK·NEW ORLEANS, Louisiana

Clean recordHANCOCK WHITNEY BANK

701 POYDRAS STREET, NEW ORLEANS, LA 70139CRD# 3268428Firm CRD# 111983

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David John Lundgren · NEW ORLEANS, LA

Registration

CRD #3268428 · HANCOCK WHITNEY BANK

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David John Lundgren is a registered financial advisor based in NEW ORLEANS, Louisiana, affiliated with HANCOCK WHITNEY BANK. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

HANCOCK WHITNEY BANK

HORIZON ADVISERS

AUM

$541M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HANCOCK WHITNEY BANK →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3268428

Firm CRD# 111983

View on FINRA BrokerCheck →

Looking for a financial advisor in NEW ORLEANS?

Browse all registered financial advisors in NEW ORLEANS, Louisiana or claim this profile if it's yours.

Browse NEW ORLEANS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David John Lundgren offer?

David John Lundgren specializes in Investment Management, Fee-Only Advisory. Contact their office in NEW ORLEANS, Louisiana for a consultation.

What are David John Lundgren's credentials?

David John Lundgren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David John Lundgren located?

David John Lundgren is based in NEW ORLEANS, Louisiana, working with HANCOCK WHITNEY BANK. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.

How does David John Lundgren charge for services?

David John Lundgren's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HANCOCK WHITNEY BANK?

HANCOCK WHITNEY BANK has approximately 58 employees and manages $541M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →