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David John Lundgren

HANCOCK WHITNEY BANK·NEW ORLEANS, Louisiana
Clean record4 years registeredHANCOCK 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 · 4 years registered
Brand Profile
Not yet started
01

Career History

HANCOCK WHITNEY INVESTMENT SERVICES INC.
May 2022 – present
02

Registrations & Exams

Registration record
First registered · May 26, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HANCOCK WHITNEY BANK
CRD 111983 · SEC 801-60142
AUM
$541M
Regulatory assets under management
Employees
58
9 client accounts
Services offered by HANCOCK WHITNEY BANK
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at HANCOCK WHITNEY BANK →
Introduction

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05

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.
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William Montague Eden
GULFPORT, MS

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Research
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