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David John Lundgren

HANCOCK WHITNEY BANK·NEW ORLEANS, Louisiana
Unclaimed Profile
701 POYDRAS STREET, NEW ORLEANS, LA 70139CRD# 3268428Firm CRD# 111983
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
HANCOCK WHITNEY BANK
HORIZON ADVISERS
AUM
$541M
Regulatory assets under management
Employees
58
Total firm employees
View all advisors at HANCOCK WHITNEY BANK →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3268428
Firm CRD# 111983
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Louisiana
BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
BATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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