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John Cecil Portwood

WHITNEY BANK·NEW ORLEANS, Louisiana
Unclaimed Profile
228 ST. CHARLES AVENUE, NEW ORLEANS, LA 70130CRD# 4377026Firm CRD# 111983
01

About

John Cecil Portwood is a registered financial advisor based in NEW ORLEANS, Louisiana, affiliated with 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# 4377026
Firm CRD# 111983
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Cecil Portwood offer?
John Cecil Portwood specializes in Investment Management, Fee-Only Advisory. Contact their office in NEW ORLEANS, Louisiana for a consultation.
What are John Cecil Portwood's credentials?
John Cecil Portwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Cecil Portwood located?
John Cecil Portwood is based in NEW ORLEANS, Louisiana, working with WHITNEY BANK. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.
How does John Cecil Portwood charge for services?
John Cecil Portwood'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 WHITNEY BANK?
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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